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.

<ul><li>(00:00) - Arbs Close, Infrastructure Remains</li>
<li>(06:41) - Abundance and Realignment</li>
<li>(07:17) - AI Undeath</li>
<li>(08:11) - Basic Capital</li>
<li>(09:42) - Tariffs</li>
<li>(11:28) - Insurable Risks</li>
</ul>

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) - Arbs Close, Infrastructure Remains (06:41) - Abundance and Realignment (07:17) - AI Undeath (08:11) - Basic Capital (09:42) - Tariffs (11:28) - Insurable Risks

Arbs Close, Infrastructure Remains

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.

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Arbs Close, Infrastructure Remains

Arbs Close, Infrastructure Remains