Episodes

  • 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
  • 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
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    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
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    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
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    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
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    14 mins
  • P&L Beta: How Much You Keep out of How Much You Make

    P&L Beta: How Much You Keep out of How Much You Make
    Aug 5 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) - P&L Beta: How Much You Keep out of How Much You Make
    • (06:51) - A Word From Our Sponsors
    • (07:25) - Narratives and Volatility
    • (08:14) - The New Acqui-hire Model
    • (10:34) - A Good Trade
    • (11:55) - Terms
    • (12:57) - Celebrity AI Economics
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    14 mins
  • Meta's Open-Source AI Economics, Re-Revisited

    Meta's Open-Source AI Economics, Re-Revisited
    Jul 29 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) - Meta's Open-Source AI Economics, Re-Revisited
    • (08:26) - A Word From Our Sponsors
    • (08:29) - The Quantum Gambit
    • (09:33) - Monetizing Volatility
    • (10:45) - Banking and Credit
    • (12:03) - How Long is the Long Game?
    • (13:26) - Sticky Expectations
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    15 mins