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
