Episodes

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

    Tools, Agents, Interfaces, and Synthetic Luck: AI Interaction Models
    Oct 28 2024
    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
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    13 mins
  • Tokenomics, Revisited

    Tokenomics, Revisited
    Oct 21 2024
    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
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    10 mins
  • Offshoring and AI Agents

    Offshoring and AI Agents
    Oct 14 2024
    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
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    6 mins
  • Money and Legitimacy

    Money and Legitimacy
    Oct 7 2024
    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
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    11 mins
  • Auto-Paternalism

    Auto-Paternalism
    Sep 30 2024
    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
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    11 mins
  • Look for Boring First

    Look for Boring First
    Sep 23 2024
    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
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    15 mins
  • Will The EU Choose to Compete?

    Will The EU Choose to Compete?
    Sep 16 2024
    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
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    20 mins
  • On Currencies

    On Currencies
    Sep 9 2024
    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
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    13 mins