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) - "Capital Light" is a Trait of the Cycle as well as the Industry</li>
<li>(06:21) - Individual Bets and Risk Premia</li>
<li>(07:50) - Tinder's Price Discrimination</li>
<li>(08:38) - Smartphone Competition</li>
<li>(09:26) - The Partner-With-AI Arms Race</li>
<li>(10:29) - Mediocre Success</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) - "Capital Light" is a Trait of the Cycle as well as the Industry (06:21) - Individual Bets and Risk Premia (07:50) - Tinder's Price Discrimination (08:38) - Smartphone Competition (09:26) - The Partner-With-AI Arms Race (10:29) - Mediocre Success

"Capital Light" is a Trait of the Cycle as well as the Industry

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.

Share "Capital Light" is a Trait of the Cycle as well as the Industry

Sign up to save your podcasts

"Capital Light" is a Trait of the Cycle as well as the Industry

"Capital Light" is a Trait of the Cycle as well as the Industry