About this podcast
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.
Episodes
The newest 50 of 324 episodes
- Understanding Anthropic · 22 minThis 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) - Understanding…
- Robots Are Coming for Jobs That Don't Exist Yet · 12 minThis 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) - Robots Are…
- Doing Business in the Dark Forest · 13 minThis 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…
- The Super-Rich as Financial Sin-Eaters · 12 minThis 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…
- Life with Nonzero Interest Rates · 10 minThis 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…
- How Far in the Future Should You Be Trying to Live? · 10 minThis 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…
- Forward Deployed · 43 minThis 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…
- The Economics and Politics of Pacing the Frontier · 14 minThis 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…
- Staying Calibrated · 13 minThis 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…
- The Surprisingly Weak IPO-Housing Effect · 11 minThis 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…
- Ad-Supported Platforms are a Unique Antitrust Problem · 13 minThis 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…
- Financial Entrepreneurship in the Indexing Era · 12 minThis 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…
- FP&A as the Telemetry and Counterespionage · 15 minThis 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…
- Who Hedges Where? · 12 minThis 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…
- What We Periodically Relearn About Rent Control · 18 minThis 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…
- The Lots-of-Low-Satiety-Calories Business Isn't What it Used to Be · 10 minThis 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…
- The Bad Apple Problem · 10 minThis 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…
- Cultural Stasis? Or Just Rising Budgets, a Limited Supply of Good Movie Release Dates, and the Kelly Criterion? · 15 minThis 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…
- The Mythical Agent-Minute · 12 minThis 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…
- Blind Extrapolation as a Powerful Force in Finance · 15 minThis 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…
- What Does it Mean to Have a Trillion Dollars? · 17 minThis 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…
- It's Maturity Transformation All The Way Down · 12 minThis 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…
- Using AI for Writing like a Responsible Adult · 10 minThis 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…
- The Rocketship · 13 minThis 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…
- What Can You Learn from a Deterministically Chaotic Market Simulation? · 13 minThis 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)…
- Why does Resource Extraction Produce Such Concentrated Wealth? · 13 minThis 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…
- Dead Airlines · 10 minThis 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…
- Are the AI Labs Ready for the AI Backlash? · 12 minThis 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…
- Ad-Based Platforms Have Mostly Solved Optimal Taxation · 14 minThis 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…
- Ring, Cloudflare, and the Supply Chain of State Capacity · 15 minThis 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) - Ring…
- Uncanny AI · 10 minThis 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) - Uncanny AI •…
- Handy Robots · 15 minThis 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) - Handy Robots •…
- Apple, Occasionally a Commodities Trading House · 13 minThis 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) - Apple…
- Are We Already Building a Piecemeal AI Data Royalty Model? · 9 minThis 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 We Already…
- America Has a Comparative Advantage in Handling Global Disorder · 13 minThis 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) - America Has a…
- The Year of Convergence · 14 minThis 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 Year of…
- Routers, Apps, AGI · 28 minThis 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) - Routers, Apps…
- In Defense of Generative Video Accelerationism · 21 minThis 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) - In Defense of…
- Technological Progress is a Stack of S-Curves; Diffusion is a Stack of J-Curves · 15 minThis 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) - Technological…
- Media Gluts Happen at the Level of Distribution, not Content · 15 minThis 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) - Media Gluts…
- A Sense of History · 19 minThis 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) - A Sense of…
- On Faking It 'Til You Make It · 13 minThis 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 Faking It…
- The Autistic Half-Century · 17 minThis 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 Autistic…
- Rumor Markets · 15 minThis 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) - Rumor Markets…
- Figure and the Crypto Mullet Strategy · 14 minThis 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) - Figure and the…
- Corporate Populism · 8 minThis 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) - • (04:19)…
- Concentrate · 14 minThis 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) - Concentrate! •…
- What Would the Aftermath of the AI Bust Look Like? · 15 minThis 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 Would the…
- Strip-Mining the Maybesphere · 15 minThis 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) - Strip-Mining…
- The Finance of Alchemy · 13 minThis 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 Finance of…
