The inference is that Michael Lewis would not give a different speech to graduating college students.
What is an inference?
An inference simply means the conclusion that can be deduced based on the information given in a literary work.
In this case, Michael Lewis would not give a different speech to graduating college students now that he has experienced the tragic loss of his own daughter.
Even though the loss of one's daughter is painful, it shouldn't deter him from giving the speech that he had already prepared.
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