Episodes
313
Latest episode
Aug 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) - Financial Entrepreneurship in the Indexing Era (07:24) - Easy As (08:27) - Missing Estimates (09:18) - Oil (09:58) - Off-Balance Sheet (11:07) - Turnover
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) - FP&A as the Telemetry and Counterespionage (09:21) - 0.5x AI (11:46) - Media Incentives (12:31) - Infrastructure (13:23) - Perks (14:02) - Externalities
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) - Who Hedges Where? (06:49) - Ads for Bots (07:43) - Authenticity (08:35) - The AI Race (09:32) - Priority Disputes (10:48) - Mission
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 We Periodically Relearn About Rent Control (12:54) - Backstops (14:42) - Complements and Substitutes (15:36) - Personality Hire (16:29) - Commoditization (17:04) - IPOs
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) - Has AI Art Been Tried? (04:38) - Pricing (05:17) - Rewrites (06:46) - Distribution (07:35) - Trading Your PA (08:44) - Managed Markets
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) - Has AI Art Been Tried? (04:38) - Pricing (05:17) - Rewrites (06:46) - Distribution (07:35) - Trading Your PA (08:44) - Managed Markets
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) - Cultural Stasis? Or Just Rising Budgets, a Limited Supply of Good Movie Release Dates, and the Kelly Criterion? (09:20) - MTurk, RIP (10:42) - The Economist Cover Indicator (12:15) - AI Cycles (13:13) - Narratives (14:13) - Intrusions
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 Mythical Agent-Minute (07:08) - AI, Globalization, and Comparative Advantage in Lobbying (08:16) - Media M&A (09:41) - Retaliatory Tariffs (10:15) - Capex (10:52) - Pivots
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) - Blind Extrapolation as a Powerful Force in Finance (07:50) - Midjourney Medical (11:10) - Chips (12:02) - Financial Engineering (12:39) - Rigged Games (13:30) - Reality is the Complement
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
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Dave Wood
Valerie Hail
Mediaite
Player2.net.au
