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 Supply Chains of Bits and Atoms</li>
<li>(08:21) - 7nm</li>
<li>(09:20) - New Yahoo</li>
<li>(10:39) - Red Teams and AI Unit Economics</li>
<li>(11:52) - Horizontal Expansion</li>
<li>(12:57) - Private Markets</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 Supply Chains of Bits and Atoms (08:21) - 7nm (09:20) - New Yahoo (10:39) - Red Teams and AI Unit Economics (11:52) - Horizontal Expansion (12:57) - Private Markets

The Supply Chains of Bits and Atoms

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 Supply Chains of Bits and Atoms

The Supply Chains of Bits and Atoms