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) - Cava: One Brand, Many Channels
- (07:41) - AI and Incumbents
- (08:51) - Buying Reputation
- (09:40) - Restaurant Pricing
- (10:35) - Debt, Prices, and the Pull-Forward Effect
- (11:46) - Assets and Distribution
