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) - Will The EU Choose to Compete?</li>
<li>(13:45) - Unit Economics</li>
<li>(15:02) - Coreweave and Capital Structure Arbitrage</li>
<li>(15:57) - AI and the Distribution Problem</li>
<li>(17:10) - Markets and Narratives</li>
<li>(18:15) - Convergence</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) - Will The EU Choose to Compete? (13:45) - Unit Economics (15:02) - Coreweave and Capital Structure Arbitrage (15:57) - AI and the Distribution Problem (17:10) - Markets and Narratives (18:15) - Convergence

Will The EU Choose to Compete?

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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Will The EU Choose to Compete?

Will The EU Choose to Compete?