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) - Surfing the Right S-Curve</li>
<li>(10:43) - Google: Benefits and Retention</li>
<li>(11:21) - Tail Risk on Trial</li>
<li>(12:37) - A Theory of Policy Homogeneity</li>
<li>(13:38) - Procurement</li>
<li>(14:45) - Density Redistribution</li>
<li>(15:45) - Crisis Hormesis</li>
<li>(17:07) - The Other Derivatives Narrative</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) - Surfing the Right S-Curve (10:43) - Google: Benefits and Retention (11:21) - Tail Risk on Trial (12:37) - A Theory of Policy Homogeneity (13:38) - Procurement (14:45) - Density Redistribution (15:45) - Crisis Hormesis (17:07) - The Other Derivatives Narrative

Surfing the Right S-Curve

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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Surfing the Right S-Curve

Surfing the Right S-Curve