The Diff

9:34

Life with Nonzero Interest Rates

The Diff ·

2026/10/05

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

en

10:24

How Far in the Future Should You Be Trying to Live?

The Diff ·

2026/09/28

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

en

43:26

Forward Deployed

The Diff ·

2026/09/21

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

en

14:05

The Economics and Politics of Pacing the Frontier

The Diff ·

2026/09/14

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

en

13:10

Staying Calibrated

The Diff ·

2026/09/08

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

en

10:54

The Surprisingly Weak IPO-Housing Effect

The Diff ·

2026/08/31

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

en

13:07

Ad-Supported Platforms are a Unique Antitrust Problem

The Diff ·

2026/08/24

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-Supported Platforms are a Unique Antitrust Problem (08:38) - Brittle Buyers (09:17) - Rates (10:32) - Substitution Effects (11:12) - Demand (11:50) - Trades

en

12:21

Financial Entrepreneurship in the Indexing Era

The Diff ·

2026/08/17

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) - Financial Entrepreneurship in the Indexing Era (07:24) - Easy As (08:27) - Missing Estimates (09:18) - Oil (09:58) - Off-Balance Sheet (11:07) - Turnover

en

15:18

FP&A as the Telemetry and Counterespionage

The Diff ·

2026/08/10

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) - FP&A as the Telemetry and Counterespionage (09:21) - 0.5x AI (11:46) - Media Incentives (12:31) - Infrastructure (13:23) - Perks (14:02) - Externalities

en

12:19

Who Hedges Where?

The Diff ·

2026/08/03

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) - Who Hedges Where? (06:49) - Ads for Bots (07:43) - Authenticity (08:35) - The AI Race (09:32) - Priority Disputes (10:48) - Mission

en

18:10

What We Periodically Relearn About Rent Control

The Diff ·

2026/07/27

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 We Periodically Relearn About Rent Control (12:54) - Backstops (14:42) - Complements and Substitutes (15:36) - Personality Hire (16:29) - Commoditization (17:04) - IPOs

en

10:02

The Lots-of-Low-Satiety-Calories Business Isn't What...

The Diff ·

2026/07/20

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) - Has AI Art Been Tried? (04:38) - Pricing (05:17) - Rewrites (06:46) - Distribution (07:35) - Trading Your PA (08:44) - Managed Markets

en

10:02

The Bad Apple Problem

The Diff ·

2026/07/13

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) - Has AI Art Been Tried? (04:38) - Pricing (05:17) - Rewrites (06:46) - Distribution (07:35) - Trading Your PA (08:44) - Managed Markets

en

14:55

Cultural Stasis? Or Just Rising Budgets, a Limited...

The Diff ·

2026/07/06

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) - Cultural Stasis? Or Just Rising Budgets, a Limited Supply of Good Movie Release Dates, and the Kelly Criterion? (09:20) - MTurk, RIP (10:42) - The Economist Cover Indicator (12:15) - AI Cycles (13:13) - Narratives (14:13) - Intrusions

en

12:13

The Mythical Agent-Minute

The Diff ·

2026/06/29

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 Mythical Agent-Minute (07:08) - AI, Globalization, and Comparative Advantage in Lobbying (08:16) - Media M&A (09:41) - Retaliatory Tariffs (10:15) - Capex (10:52) - Pivots

en

14:39

Blind Extrapolation as a Powerful Force in Finance

The Diff ·

2026/06/22

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) - Blind Extrapolation as a Powerful Force in Finance (07:50) - Midjourney Medical (11:10) - Chips (12:02) - Financial Engineering (12:39) - Rigged Games (13:30) - Reality is the Complement

en

17:18

What Does it Mean to Have a Trillion Dollars?

The Diff ·

2026/06/15

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 Does it Mean to Have a Trillion Dollars? (09:47) - Anthropic (11:04) - Mean and Variance (12:17) - Fragmentation (13:37) - Guidance (15:58) - Slightly-Heterodox Center-X

en

11:46

It's Maturity Transformation All The Way Down

The Diff ·

2026/06/08

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

en

10:06

Using AI for Writing like a Responsible Adult

The Diff ·

2026/06/01

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

en

13:05

The Rocketship

The Diff ·

2026/05/26

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

en

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