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) - Defensive Monopolies</li>
<li>(07:42) - A Word From Our Sponsors</li>
<li>(09:15) - Supply Chain Disruption and Retail Membership Programs</li>
<li>(10:14) - Evergrande and Unlimited Liability</li>
<li>(11:14) - Alameda Goes Direct</li>
<li>(12:02) - Off-Brand</li>
<li>(12:43) - State-sponsored VC</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) - Defensive Monopolies (07:42) - A Word From Our Sponsors (09:15) - Supply Chain Disruption and Retail Membership Programs (10:14) - Evergrande and Unlimited Liability (11:14) - Alameda Goes Direct (12:02) - Off-Brand (12:43) - State-sponsored VC

Defensive Monopolies

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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Defensive Monopolies

Defensive Monopolies