The Diff

Oct 28 2024 256 ep. 15 mins 9
The Diff Podcast artwork

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.

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Tools, Agents, Interfaces, and Synthetic Luck: AI Interaction Models

Oct 28 2024 12 mins  
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) - Tools, Agents, Interfaces, and Synthetic Luck: AI Interaction Models (06:40) - Lyft Got Fined For Telling the Truth and is Now Compelled to Lie to Drivers (09:59) - Ozempic and Signaling (10:41) - Wargaming and Pivots

Tokenomics, Revisited

Oct 21 2024 10 mins  
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) - Tokenomics, Revisited (04:41) - AI and Education (06:59) - Money Laundering (07:54) - Agglomeration Economics (08:49) - Threat Models (09:24) - Universal Hardware

Offshoring and AI Agents

Oct 14 2024 6 mins  
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) - And, elsewhere: (00:01) - Capital Structure (01:12) - Designer Brands and Transaction Costs (02:45) - SMBs (04:27) - Top-Down Market Reform (05:10) - Chosen Obligations

Money and Legitimacy

Oct 07 2024 11 mins  
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) - Money and Legitimacy (06:53) - Moats (07:36) - Big Tech Sees Like a State (08:43) - Shifting Costs (09:31) - Managing Macro (10:11) - Experimentation

Auto-Paternalism

Sep 30 2024 10 mins  
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) - Auto-Paternalism (05:11) - Growth (06:58) - AI Deployment (08:06) - S-Curves and TV (09:04) - Increasing the Asymptote (10:00) - China

Look for Boring First

Sep 23 2024 14 mins  
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) - Look for Boring First (07:27) - Moderation (08:46) - ex-SBC (10:26) - Platform Risk (12:51) - Strategic Resources (13:40) - Meta and AI

Will The EU Choose to Compete?

Sep 16 2024 19 mins  
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) - Will The EU Choose to Compete? (13:45) - Unit Economics (15:02) - Coreweave and Capital Structure Arbitrage (15:57) - AI and the Distribution Problem (17:10) - Markets and Narratives (18:15) - Convergence

On Currencies

Sep 09 2024 12 mins  
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) - On Currencies (08:23) - Taiwan and the US (09:11) - Massaging the Numbers (10:09) - First Loss (10:56) - Pods (11:54) - Fake Offers

What, Exactly are we Trying to Tax?

Sep 03 2024 17 mins  
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, Exactly are we Trying to Tax? (11:40) - Correlations (12:33) - Reorganization (13:57) - Dating Copilots (15:24) - Thematic Investing (16:42) - Bid Density

Mission and Variance

Aug 26 2024 12 mins  
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) - Mission and Variance (05:37) - Transitory, After All (07:38) - The Amazon Model (08:46) - Contextual Ads (09:57) - The PE and Sports Transition (11:24) - Credit and Insurance