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) - Electrocloud!</li>
<li>(20:14) - IPO Demand Curves</li>
<li>(20:54) - Blackout Insurance</li>
<li>(21:56) - Theaters and the Streaming Option</li>
<li>(22:32) - Easy Comps</li>
<li>(23:28) - Permanent Shifts</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) - Electrocloud! (20:14) - IPO Demand Curves (20:54) - Blackout Insurance (21:56) - Theaters and the Streaming Option (22:32) - Easy Comps (23:28) - Permanent Shifts

Electrocloud!

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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Electrocloud!

Electrocloud!