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) - Financial Institutions and Franchise Value</li>
<li>(09:03) - SVB Updates</li>
<li>(13:19) - Hit Economics</li>
<li>(13:56) - AI Costs</li>
<li>(14:44) - Lending Against Regulatory Uncertainty</li>
<li>(16:42) - AI Assistants</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) - Financial Institutions and Franchise Value (09:03) - SVB Updates (13:19) - Hit Economics (13:56) - AI Costs (14:44) - Lending Against Regulatory Uncertainty (16:42) - AI Assistants

Financial Institutions and Franchise Value

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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Financial Institutions and Franchise Value

Financial Institutions and Franchise Value