Episodes
303
Latest episode
Jun 2026
Language
EN
The Diff is a newsletter exploring the technologies, companies, and trends that are making the future high-variance. Posts range from in-depth company profiles, applied financial theory, strategy breakdowns and macroeconomics.
This is an audio version of the free newsletter. Read the newsletter at thediff.co, and subscribe for an additional 3 posts (and podcasts!) per week. (00:00) - What Does it Mean to Have a Trillion Dollars? (09:47) - Anthropic (11:04) - Mean and Variance (12:17) - Fragmentation (13:37) - Guidance (15:58) - Slightly-Heterodox Center-X
This is an audio version of the free newsletter. Read the newsletter at thediff.co, and subscribe for an additional 3 posts (and podcasts!) per week. (00:00) - It's Maturity Transformation All The Way Down (06:17) - Weather (07:19) - Adverse Selection (08:33) - Compute, and P/S Ratios (09:46) - Software PE (10:48) - Automation and Utilization
This is an audio version of the free newsletter. Read the newsletter at thediff.co, and subscribe for an additional 3 posts (and podcasts!) per week. (00:00) - Using AI for Writing like a Responsible Adult (06:25) - Granular Price Discrimination (07:04) - ETFs (07:52) - Form Factors (08:41) - Training Data
This is an audio version of the free newsletter. Read the newsletter at thediff.co, and subscribe for an additional 3 posts (and podcasts!) per week. (00:00) - The Rocketship (08:52) - Unit Economics (10:01) - Rearrangements (10:42) - Vibeslop (11:35) - Mindshare (12:08) - Consumption Equality
This is an audio version of the free newsletter. Read the newsletter at thediff.co, and subscribe for an additional 3 posts (and podcasts!) per week. (00:00) - (07:19) - Prediction Markets (08:18) - Exotics (09:34) - Binning (10:38) - Unpopular AI (11:51) - The Rebalancing Trade
This is an audio version of the free newsletter. Read the newsletter at thediff.co, and subscribe for an additional 3 posts (and podcasts!) per week. (00:00) - Why does Resource Extraction Produce Such Concentrated Wealth? (08:30) - RLHF (10:17) - When Will AI Show Up in Labor Market Data? (11:16) - Aligning Incentives (12:00) - Local Volatility (12:41) - FDE Shortage
This is an audio version of the free newsletter. Read the newsletter at thediff.co, and subscribe for an additional 3 posts (and podcasts!) per week. (00:00) - Dead Airlines (04:46) - Synergy (06:02) - Indexes (06:58) - Warehousing (07:53) - Capacity (08:43) - Defense
This is an audio version of the free newsletter. Read the newsletter at thediff.co, and subscribe for an additional 3 posts (and podcasts!) per week. (00:00) - Are the AI Labs Ready for the AI Backlash? (06:27) - Barter (08:06) - State Hypercapitalism (09:05) - AI Pricing (10:05) - Reflexivity (10:48) - Complements
This is an audio version of the free newsletter. Read the newsletter at thediff.co, and subscribe for an additional 3 posts (and podcasts!) per week. (00:00) - Ad-Based Platforms Have Mostly Solved Optimal Taxation (08:06) - The Infrastructure Put Option (09:14) - Monetization (10:03) - Headless SaaS (11:36) - Gazumped! (12:49) - Bits and Barrels
This is an audio version of the free newsletter. Read the newsletter at thediff.co, and subscribe for an additional 3 posts (and podcasts!) per week. (00:00) - Ring, Cloudflare, and the Supply Chain of State Capacity (08:32) - Work Trials (09:43) - The Mezzanine Tranche (10:29) - Politics by Other Means (12:51) - Lawyers (13:51) - Token Shortages
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