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) - Get Used to a More Hallucinatory Search Experience
(09:19) - Cap Structure Arbitrage and Elon Musk(10:51) - Active, Passive, and Risk(12:57) - Convergent Evolution(14:09) - Market Timing(15:01) - It's All Ads!