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) - It's Maturity Transformation All The Way Down</li>
<li>(06:17) - Weather</li>
<li>(07:19) - Adverse Selection</li>
<li>(08:33) - Compute, and P/S Ratios</li>
<li>(09:46) - Software PE</li>
<li>(10:48) - Automation and Utilization</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) - It's Maturity Transformation All The Way Down (06:17) - Weather (07:19) - Adverse Selection (08:33) - Compute, and P/S Ratios (09:46) - Software PE (10:48) - Automation and Utilization

It's Maturity Transformation All The Way Down

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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It's Maturity Transformation All The Way Down

It's Maturity Transformation All The Way Down