Épisodes

  • It's Maturity Transformation All The Way Down

    It's Maturity Transformation All The Way Down
    Jun 8 2026
    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) - It's Maturity Transformation All The Way Down
    • (06:17) - Weather
    • (07:19) - Adverse Selection
    • (08:33) - Compute, and P/S Ratios
    • (09:46) - Software PE
    • (10:48) - Automation and Utilization
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    12 min
  • Using AI for Writing like a Responsible Adult

    Using AI for Writing like a Responsible Adult
    Jun 1 2026
    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) - Using AI for Writing like a Responsible Adult
    • (06:25) - Granular Price Discrimination
    • (07:04) - ETFs
    • (07:52) - Form Factors
    • (08:41) - Training Data
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    10 min
  • The Rocketship

    The Rocketship
    May 26 2026
    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 Rocketship
    • (08:52) - Unit Economics
    • (10:01) - Rearrangements
    • (10:42) - Vibeslop
    • (11:35) - Mindshare
    • (12:08) - Consumption Equality
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    13 min
  • What Can You Learn from a Deterministically Chaotic Market Simulation?

    What Can You Learn from a Deterministically Chaotic Market Simulation?
    May 18 2026
    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) -
    • (07:19) - Prediction Markets
    • (08:18) - Exotics
    • (09:34) - Binning
    • (10:38) - Unpopular AI
    • (11:51) - The Rebalancing Trade
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    13 min
  • Why does Resource Extraction Produce Such Concentrated Wealth?

    Why does Resource Extraction Produce Such Concentrated Wealth?
    May 11 2026
    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) - Why does Resource Extraction Produce Such Concentrated Wealth?
    • (08:30) - RLHF
    • (10:17) - When Will AI Show Up in Labor Market Data?
    • (11:16) - Aligning Incentives
    • (12:00) - Local Volatility
    • (12:41) - FDE Shortage
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    13 min
  • Dead Airlines

    Dead Airlines
    May 4 2026
    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) - Dead Airlines
    • (04:46) - Synergy
    • (06:02) - Indexes
    • (06:58) - Warehousing
    • (07:53) - Capacity
    • (08:43) - Defense
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    10 min
  • Are the AI Labs Ready for the AI Backlash?

    Are the AI Labs Ready for the AI Backlash?
    Apr 27 2026
    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) - Are the AI Labs Ready for the AI Backlash?
    • (06:27) - Barter
    • (08:06) - State Hypercapitalism
    • (09:05) - AI Pricing
    • (10:05) - Reflexivity
    • (10:48) - Complements
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    12 min
  • Ad-Based Platforms Have Mostly Solved Optimal Taxation

    Ad-Based Platforms Have Mostly Solved Optimal Taxation
    Apr 20 2026
    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-Based Platforms Have Mostly Solved Optimal Taxation
    • (08:06) - The Infrastructure Put Option
    • (09:14) - Monetization
    • (10:03) - Headless SaaS
    • (11:36) - Gazumped!
    • (12:49) - Bits and Barrels
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    14 min