Arbs Close, Infrastructure Remains

12/05/2025 12 min
Arbs Close, Infrastructure Remains

Listen "Arbs Close, Infrastructure Remains"

Episode Synopsis


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) - Arbs Close, Infrastructure Remains
(06:41) - Abundance and Realignment
(07:17) - AI Undeath
(08:11) - Basic Capital
(09:42) - Tariffs
(11:28) - Insurable Risks