Listen "Financial Institutions and Franchise Value"
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) - Financial Institutions and Franchise Value
(09:03) - SVB Updates
(13:19) - Hit Economics
(13:56) - AI Costs
(14:44) - Lending Against Regulatory Uncertainty
(16:42) - AI Assistants
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
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.