Episodes

  • The Year of Convergence

    The Year of Convergence
    Oct 27 2025
    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 Year of Convergence
    • (09:03) - Ads
    • (10:10) - Maximalism
    • (10:50) - Comparative Advantage
    • (11:35) - Trader-in-Chief
    • (12:20) - GenAI
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    14 mins
  • Routers, Apps, AGI

    Routers, Apps, AGI
    Oct 20 2025
    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) - Routers, Apps, AGI
    • (23:09) - Peripheral Bets
    • (23:59) - Fragmentation and Industry Maturity
    • (24:35) - Deepfakes as Pull Quotes
    • (25:12) - Benchmarks
    • (26:15) - Platforms
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    28 mins
  • In Defense of Generative Video Accelerationism

    In Defense of Generative Video Accelerationism
    Oct 13 2025
    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) - In Defense of Generative Video Accelerationism
    • (14:12) - Notifications
    • (15:14) - IP
    • (16:09) - Hyperliquidated
    • (17:45) - DOGE
    • (19:11) - Painting the Tape
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    21 mins
  • Technological Progress is a Stack of S-Curves; Diffusion is a Stack of J-Curves

    Technological Progress is a Stack of S-Curves; Diffusion is a Stack of J-Curves
    Oct 6 2025
    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) - Technological Progress is a Stack of S-Curves; Diffusion is a Stack of J-Curves
    • (10:01) - AI Efficiency
    • (10:54) - Dollar Diplomacy
    • (11:48) - Sora
    • (12:44) - Capital Structure
    • (14:12) - Reshoring Paradoxes
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    15 mins
  • Media Gluts Happen at the Level of Distribution, not Content

    Media Gluts Happen at the Level of Distribution, not Content
    Sep 29 2025
    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) - Media Gluts Happen at the Level of Distribution, not Content
    • (09:16) - Headline Risk
    • (10:02) - The Crypto Treasury Trade
    • (11:10) - The Paradox of Decentralization
    • (12:08) - TikTok
    • (13:04) - Signal and Noise
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    15 mins
  • A Sense of History

    A Sense of History
    Sep 22 2025
    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) - A Sense of History
    • (09:30) - Coasian Labor Markets
    • (12:06) - Industrial Policy
    • (13:05) - Trading
    • (13:41) - TikTok
    • (14:52) - Crypto Treasury M&A
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    19 mins
  • On Faking It 'Til You Make It

    On Faking It 'Til You Make It
    Sep 15 2025
    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 Faking It 'Til You Make It
    • (08:01) - GPU Clouds
    • (08:55) - Going Global
    • (09:51) - Prediction Markets
    • (10:41) - Revenge Trading
    • (11:41) - Authenticity
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    13 mins
  • The Autistic Half-Century

    The Autistic Half-Century
    Sep 8 2025
    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 Autistic Half-Century
    • (11:58) - Burn Rates
    • (13:06) - Round-Tripping
    • (13:41) - AI and IP
    • (14:36) - IPOs and Network Effects
    • (15:46) - Spinoffs
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    17 mins