• Inhaltsangabe

  • The Diff is a newsletter exploring the technologies, companies, and trends that are making the future high-variance. Posts range from in-depth company profiles, applied financial theory, strategy breakdowns and macroeconomics.
    The Diff
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  • Tools, Agents, Interfaces, and Synthetic Luck: AI Interaction Models
    Oct 28 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) - Tools, Agents, Interfaces, and Synthetic Luck: AI Interaction Models
    • (06:40) - Lyft Got Fined For Telling the Truth and is Now Compelled to Lie to Drivers
    • (09:59) - Ozempic and Signaling
    • (10:41) - Wargaming and Pivots
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    13 Min.
  • Tokenomics, Revisited
    Oct 21 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) - Tokenomics, Revisited
    • (04:41) - AI and Education
    • (06:59) - Money Laundering
    • (07:54) - Agglomeration Economics
    • (08:49) - Threat Models
    • (09:24) - Universal Hardware
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    10 Min.
  • Offshoring and AI Agents
    Oct 14 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) - And, elsewhere:
    • (00:01) - Capital Structure
    • (01:12) - Designer Brands and Transaction Costs
    • (02:45) - SMBs
    • (04:27) - Top-Down Market Reform
    • (05:10) - Chosen Obligations
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    6 Min.

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