ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Electrocloud!"
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) - Electrocloud!
(20:14) - IPO Demand Curves
(20:54) - Blackout Insurance
(21:56) - Theaters and the Streaming Option
(22:32) - Easy Comps
(23:28) - Permanent Shifts
More episodes of the podcast The Diff
The Year of Convergence
27/10/2025
Routers, Apps, AGI
20/10/2025
A Sense of History
22/09/2025
On Faking It 'Til You Make It
15/09/2025
The Autistic Half-Century
08/09/2025
Rumor Markets
02/09/2025
Figure and the Crypto Mullet Strategy
25/08/2025
In God we trust