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) - Price-First or Thesis-First Research?</li>
<li>(08:35) - Aging Up</li>
<li>(09:31) - Housing</li>
<li>(10:33) - Virality</li>
<li>(12:05) - LLM Arms Races</li>
<li>(13:26) - The Uber of X</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) - Price-First or Thesis-First Research? (08:35) - Aging Up (09:31) - Housing (10:33) - Virality (12:05) - LLM Arms Races (13:26) - The Uber of X

Price-First or Thesis-First Research?

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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Price-First or Thesis-First Research?

Price-First or Thesis-First Research?