Épisodes

  • Doing Business in the Dark Forest

    Doing Business in the Dark Forest
    Oct 19 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) - Doing Business in the Dark Forest
    • (06:30) - Stock-Based Compensation
    • (07:53) - Infra
    • (08:58) - Balance Sheets
    • (10:46) - An Ownership Society
    • (12:15) - The Sonic Boom of Trust
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    13 min
  • The Super-Rich as Financial Sin-Eaters

    The Super-Rich as Financial Sin-Eaters
    Oct 12 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 Super-Rich as Financial Sin-Eaters
    • (06:45) - Adversarial Adoption
    • (07:52) - Rates
    • (08:39) - Scale
    • (09:53) - Talking Your Book
    • (10:43) - Revenue
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    12 min
  • Life with Nonzero Interest Rates

    Life with Nonzero Interest Rates
    Oct 5 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) - Life with Nonzero Interest Rates
    • (05:18) - Stimulus
    • (05:55) - Ads
    • (06:38) - Gambling
    • (07:31) - Acqui-hires
    • (08:46) - IPOs
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    10 min
  • How Far in the Future Should You Be Trying to Live?

    How Far in the Future Should You Be Trying to Live?
    Sep 28 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) - How Far in the Future Should You Be Trying to Live?
    • (04:42) - Spillover Effects
    • (05:36) - Frictional Costs
    • (06:22) - Airgaps
    • (08:04) - Poaching and Context
    • (09:05) - Open Weight
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    10 min
  • Forward Deployed

    Forward Deployed
    Sep 21 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) - Forward Deployed
    • (37:12) - Felonybench
    • (38:59) - Frontier Capabilities
    • (40:10) - SEO
    • (41:06) - Company Demographic Pyramids
    • (42:17) - Fighting for Inference
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    43 min
  • The Economics and Politics of Pacing the Frontier

    The Economics and Politics of Pacing the Frontier
    Sep 14 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 Economics and Politics of Pacing the Frontier
    • (06:37) - Reflexive Funding
    • (07:57) - Insider Trades
    • (08:56) - Reference Implementation
    • (10:40) - Margins
    • (12:47) - Law Enforcement
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    14 min
  • Staying Calibrated

    Staying Calibrated
    Sep 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) - Staying Calibrated
    • (07:16) - Transparency
    • (08:35) - Disclosure
    • (09:20) - Credit Ratings
    • (10:58) - AI Jobs
    • (12:15) - Branding Inference
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    13 min
  • The Surprisingly Weak IPO-Housing Effect

    The Surprisingly Weak IPO-Housing Effect
    Aug 31 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 Surprisingly Weak IPO-Housing Effect
    • (06:28) - Bottlenecks
    • (07:32) - More Bottlenecks
    • (08:22) - Disjoint Models
    • (09:06) - Aligning Incentives
    • (09:40) - Momentum
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    11 min