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Listen "Moderna's Bets: Moonshots and Platforms"
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) - Moderna's Bets: Moonshots and Platforms
(12:38) - The China AI Stack
(13:09) - Closing the Loop
(13:50) - Ads and Addiction
(15:02) - The Second-Order Costs of Inflation
(15:58) - Fraud and Transaction Costs
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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
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