Podcast

The Diff

The Diff is a newsletter exploring the technologies, companies, and trends that are making the future high-variance.

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Latest episodes

  1. Ad-Supported Platforms are a Unique Antitrust Problem24 Aug 2026
  2. Financial Entrepreneurship in the Indexing Era17 Aug 2026
  3. FP&A as the Telemetry and Counterespionage10 Aug 2026
  4. Who Hedges Where?3 Aug 2026
  5. What We Periodically Relearn About Rent Control27 Jul 2026
  6. The Lots-of-Low-Satiety-Calories Business Isn't What it Used to Be20 Jul 2026
  7. The Bad Apple Problem13 Jul 2026
  8. Cultural Stasis? Or Just Rising Budgets, a Limited Supply of Good Movie Release Dates, and the Kelly Criterion?6 Jul 2026
  9. The Mythical Agent-Minute29 Jun 2026
  10. Blind Extrapolation as a Powerful Force in Finance22 Jun 2026