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) - The Coming Carbon Short-Squeeze</li>
<li>(09:37) - The Streaming Race</li>
<li>(10:34) - Captive Banks</li>
<li>(11:09) - Construction Credit</li>
<li>(11:53) - Illiquidity Doesn't Always Pay</li>
<li>(12:46) - Instacart Shifts Further Towards Ads</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) - The Coming Carbon Short-Squeeze (09:37) - The Streaming Race (10:34) - Captive Banks (11:09) - Construction Credit (11:53) - Illiquidity Doesn't Always Pay (12:46) - Instacart Shifts Further Towards Ads

The Coming Carbon Short-Squeeze

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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The Coming Carbon Short-Squeeze

The Coming Carbon Short-Squeeze