Episodes
323
Latest episode
Oct 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) - Robots Are Coming for Jobs That Don't Exist Yet (07:28) - Scale (08:20) - Preorders (08:55) - Politics (09:58) - Funding (10:55) - Investor Relations
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) - Doing Business in the Dark Forest (06:30) - Stock-Based Compensation (07:53) - Infra (08:58) - Balance Sheets (10:46) - An Ownership Society (12:15) - The Sonic Boom of Trust
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 Super-Rich as Financial Sin-Eaters (06:45) - Adversarial Adoption (07:52) - Rates (08:39) - Scale (09:53) - Talking Your Book (10:43) - Revenue
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) - Life with Nonzero Interest Rates (05:18) - Stimulus (05:55) - Ads (06:38) - Gambling (07:31) - Acqui-hires (08:46) - 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) - How Far in the Future Should You Be Trying to Live? (04:42) - Spillover Effects (05:36) - Frictional Costs (06:22) - Airgaps (08:04) - Poaching and Context (09:05) - Open Weight
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) - Forward Deployed (37:12) - Felonybench (38:59) - Frontier Capabilities (40:10) - SEO (41:06) - Company Demographic Pyramids (42:17) - Fighting for Inference
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 Economics and Politics of Pacing the Frontier (06:37) - Reflexive Funding (07:57) - Insider Trades (08:56) - Reference Implementation (10:40) - Margins (12:47) - Law Enforcement
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) - Staying Calibrated (07:16) - Transparency (08:35) - Disclosure (09:20) - Credit Ratings (10:58) - AI Jobs (12:15) - Branding Inference
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 Surprisingly Weak IPO-Housing Effect (06:28) - Bottlenecks (07:32) - More Bottlenecks (08:22) - Disjoint Models (09:06) - Aligning Incentives (09:40) - Momentum
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-Supported Platforms are a Unique Antitrust Problem (08:38) - Brittle Buyers (09:17) - Rates (10:32) - Substitution Effects (11:12) - Demand (11:50) - Trades
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Alexander Spencer
