• Will The EU Choose to Compete?

  • Sep 16 2024
  • Length: 20 mins
  • Podcast

Will The EU Choose to Compete?

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  • Summary

  • 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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