The Diff

The Diff

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The Diff episodes

  • The Beloved Regional Grocery Store Chain Model
    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 Beloved Regional Grocery Store Chain Model
  • (07:15) - The Microcap Manipulation Boom Continues
  • (08:41) - Persistence
  • (09:58) - Bad Hedges
  • (11:12) - Repurposing Assets
  • (12:18) - Comebacks
  • 14 min
  • Kroger / Albertsons: Buying Data in Bulk
    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) - Kroger / Albertsons: Buying Data in Bulk
  • (06:10) - Meme Shorts in Crypto
  • (08:48) - Unfiring
  • (09:52) - Will Expensive Food Cause Expensive Food?
  • (10:25) - The Outrage Cycle
  • (11:24) - Stability and Financial Repression
  • 13 min
  • Is Mental Math Part of the Current Meta?
    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) - Is Mental Math Part of the Current Meta?
  • (07:15) - Diseconomies of Scale
  • (08:58) - Licensing
  • (10:06) - Inflation
  • (10:52) - Normalization
  • (11:41) - Ads: Content and Context
  • 13 min
  • Snowflake Revisited
    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) - Snowflake Revisited
  • (15:28) - A Word From Our Sponsors
  • (16:11) - Microsoft's Antitrust Edge
  • (16:47) - The Free Time Dividend
  • (17:28) - Feedback Loops
  • (18:32) - The News Business
  • (19:50) - Ending the Traffic Jam
  • 21 min
  • The Rise of Single-Result Search Products
    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 Rise of Single-Result Search Products
  • (09:54) - Mango Manipulation
  • (13:10) - The Other Emerging Labor Shortage
  • (14:23) - China's Labor Shortage
  • (15:10) - Unspinning
  • (16:14) - Bad News
  • 18 min
  • Newsletter Economics in 2022
    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) - Newsletter Economics in 2022
  • (15:35) - Dogfooding the Metaverse
  • (17:27) - Distribution
  • (18:12) - Rebundling
  • (19:44) - Negative Yields
  • (20:34) - The Labor Shortage Continues
  • 22 min
  • The Counterintuitive Economics of Hiring
    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 Counterintuitive Economics of Hiring
  • (13:44) - Smartphones and Distributed Law Enforcement
  • (15:16) - Actors as IP
  • (16:08) - Microtransactions
  • (16:52) - Partnerships
  • (18:16) - Streaming
  • 20 min
  • The Porsche IPO and Mass Luxury
    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 Porsche IPO and Mass Luxury
  • (07:00) - Growing Out of an Energy Deficit?
  • (08:16) - Subscription Travel
  • (09:03) - An ETF For Everything
  • (10:32) - He Is More Machine Now Than Man
  • (11:06) - Talent
  • 13 min
  • How Does Upwork Work?
    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) - How Does Upwork Work?
  • (12:53) - Captions
  • (14:08) - Robotics
  • (15:02) - Fixing Airports
  • (16:03) - Capex
  • (17:13) - YouTube Shorts
  • 19 min
  • The Other "MoviePass Economy"
    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 Other "MoviePass Economy"
  • (09:59) - Economists
  • (10:40) - Regulatory Outsourcing
  • (11:10) - Come for the Network, Stay for the Tool
  • (12:20) - Oil
  • (13:08) - Covid and Social Mobility
  • 15 min

About The Diff

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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…