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) - Hand-Crafted Artisanal Liquidity Provision</li>
<li>(09:32) - Consolidation</li>
<li>(10:14) - Shareholder Activism</li>
<li>(11:17) - Cash Burn</li>
<li>(12:24) - PE and Software Compete to Eat the World</li>
<li>(13:19) - Reinsurer of Last Resort</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) - Hand-Crafted Artisanal Liquidity Provision (09:32) - Consolidation (10:14) - Shareholder Activism (11:17) - Cash Burn (12:24) - PE and Software Compete to Eat the World (13:19) - Reinsurer of Last Resort

Hand-Crafted Artisanal Liquidity Provision

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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Hand-Crafted Artisanal Liquidity Provision

Hand-Crafted Artisanal Liquidity Provision