Episodes

  • 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
    Show more Show less
    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
    Show more Show less
    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
    Show more Show less
    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
    Show more Show less
    13 mins
  • What, Exactly are we Trying to Tax?

    What, Exactly are we Trying to Tax?
    Sep 3 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) - 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
    Show more Show less
    17 mins
  • Mission and Variance

    Mission and Variance
    Aug 26 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) - 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
    Show more Show less
    13 mins
  • Building the Oracles

    Building the Oracles
    Aug 19 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) - Building the Oracles
    • (07:07) - Price Discrimination in Media
    • (07:53) - AI-Generated Propaganda
    • (08:54) - War Economies, Redux
    • (09:40) - Unbundling and Rebundling
    • (10:26) - Attrition
    Show more Show less
    12 mins
  • Our Surprisingly Capital-Abundant World

    Our Surprisingly Capital-Abundant World
    Aug 12 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) - Our Surprisingly Capital-Abundant World
    • (05:58) - Audience Capture at Two Levels
    • (06:58) - Does Crypto Add Value to Financial Markets?
    • (09:21) - Continuation Funds, Club Deals, and the New Equity Market
    • (11:07) - Implementation Details
    • (12:30) - Anti-Goldilocks Economy for Junk Loans
    Show more Show less
    14 mins