Episodes

  • Ad-Based Platforms Have Mostly Solved Optimal Taxation

    Ad-Based Platforms Have Mostly Solved Optimal Taxation
    Apr 20 2026
    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-Based Platforms Have Mostly Solved Optimal Taxation
    • (08:06) - The Infrastructure Put Option
    • (09:14) - Monetization
    • (10:03) - Headless SaaS
    • (11:36) - Gazumped!
    • (12:49) - Bits and Barrels
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    14 mins
  • Ring, Cloudflare, and the Supply Chain of State Capacity

    Ring, Cloudflare, and the Supply Chain of State Capacity
    Apr 13 2026
    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) - Ring, Cloudflare, and the Supply Chain of State Capacity
    • (08:32) - Work Trials
    • (09:43) - The Mezzanine Tranche
    • (10:29) - Politics by Other Means
    • (12:51) - Lawyers
    • (13:51) - Token Shortages
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    15 mins
  • Uncanny AI

    Uncanny AI
    Apr 6 2026
    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) - Uncanny AI
    • (05:39) - Organic Content
    • (06:22) - Inconsistent Candor
    • (07:28) - Liquidity
    • (08:22) - Return to Office
    • (09:06) - Long-Lead Time Hacking
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    10 mins
  • Handy Robots

    Handy Robots
    Mar 30 2026
    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) - Handy Robots
    • (08:25) - It's Personal
    • (10:03) - Rationing
    • (10:37) - Penny Stocks
    • (11:47) - The Text Glut
    • (13:34) - Sora
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    15 mins
  • Apple, Occasionally a Commodities Trading House

    Apple, Occasionally a Commodities Trading House
    Mar 23 2026
    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) - Apple, Occasionally a Commodities Trading House
    • (06:08) - How Inflation Spreads
    • (07:50) - Reaching Your Target Audience
    • (10:00) - Labor Substitution
    • (11:05) - Agents
    • (12:04) - Financing
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    13 mins
  • Are We Already Building a Piecemeal AI Data Royalty Model?

    Are We Already Building a Piecemeal AI Data Royalty Model?
    Mar 16 2026
    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) - Are We Already Building a Piecemeal AI Data Royalty Model?
    • (05:30) - Refounding
    • (06:20) - User Acquisition Costs
    • (07:09) - Data Sharing
    • (08:05) - Fees
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    9 mins
  • America Has a Comparative Advantage in Handling Global Disorder

    America Has a Comparative Advantage in Handling Global Disorder
    Mar 9 2026
    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) - America Has a Comparative Advantage in Handling Global Disorder
    • (08:14) - A Word From Our Sponsors
    • (08:17) - Where We Are in the Cycle
    • (09:47) - Insurer of Last Resort
    • (10:27) - Marketplaces and Routers
    • (11:10) - Getting a Bid
    • (12:14) - Talent
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    13 mins
  • 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