תוכן מסופק על ידי Byrne Hobart. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Byrne Hobart או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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The final season is here—and Squid Game: The Official Podcast is your ultimate companion to the end of the Game. Hosts Phil Yu and Kiera Please return once more to break down every shocking twist and betrayal, and the choices that will determine who, if anyone, makes it out alive. Will Player 456 and the cast of characters we’ve grown to love finally be able to dismantle the games for good? Or will the cycle continue? Alongside creators, cultural critics, and viral internet voices, Phil and Kiera provide their own theories for how the season ends, and what Squid Game ultimately reveals about power, sacrifice, and the systems that shape us. The biggest question isn’t who wins—it’s what it means to be human. Squid Game: The Official Podcast returns Friday, June 27th.
תוכן מסופק על ידי Byrne Hobart. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Byrne Hobart או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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) - "Do Firms Need Juniors?" Might be the Wrong Question
תוכן מסופק על ידי Byrne Hobart. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Byrne Hobart או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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) - "Do Firms Need Juniors?" Might be the Wrong Question
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) - Compensation as Game Design (13:00) - More on Talent (14:21) - Financial Engineering (15:06) - Where We Are in the Cycle (15:46) - Product/Service Complementarity (16:41) - The Missing Panic…
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) - What We'll Lose With AI (09:05) - Platforms and Reputation (10:35) - General-Purpose Technologies (11:26) - Court Politics (12:46) - Post-Ozempic Snacking (13:20) - The Next Phase of Crypto Treasury Strategies…
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) - In Defense of the Ad Economy (09:45) - Wage Elasticity (11:23) - Coopetition (11:58) - Capital Structure (12:46) - Market Breadth (14:26) - Playing Chicken…
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) - Gonzo Startups (07:01) - Don't Bet on a Third World War (08:11) - Perplexity (08:39) - Equity Compensation (09:36) - Hiring (10:36) - LLM SEO!…
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) - Reasoning Models Don't Really Reason, But It's Fine: Computers Don't Really Think in 1s and 0s, Either (05:51) - Guidance (06:21) - Correlated Outages (06:57) - Attrition (07:52) - Policy Impact (08:35) - Antitrust…
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) - Search Remains the Best Business in History (09:38) - Equity Market Vigilantes (10:27) - Scale (11:15) - Volatility (12:02) - Tariff Impact (13:03) - Splits and Synergies…
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) - Democratizing Complicated Financial Products is Inevitable, but Fraught (08:27) - Startup Fraud (09:09) - Automation (09:52) - Motivations (10:31) - Ads (11:15) - Utilization…
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) - And, elsewhere: (00:03) - Banking (00:44) - Financial Engineering (01:20) - Hiring and Game Theory (02:38) - Currency Blocs (03:13) - AI SEO
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) - TK Competing Elite-Selection Mechanisms (06:39) - Left-Tail Outcomes (08:18) - Downgrades and Giffen Goods (10:21) - Bearer Instruments (11:27) - Currency (12:07) - Shipping…
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…
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) - When Step One is to Light Money on Fire and Measure How Fast it Burns (06:21) - Groupchats and Norms (09:56) - Venture (10:23) - Made in America (11:08) - Real Estate Elasticity (11:47) - Lagging Investments…
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) - Thinking-Things-Through Privilege (08:11) - Trade Negotiations (10:05) - M&A (11:09) - AI and IP (11:58) - Consolidation (12:42) - Sourcing…
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) - Information Economies and Institution Economies (07:58) - Distribution (09:19) - Non-Tariff Barriers (10:24) - Low-Background Text (11:08) - Application Layer (12:05) - Socks…
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) - Finance as a Scale-Invariant Global Computer (06:29) - The Market (08:45) - Supply and Demand (09:38) - The March Continues (10:43) - ETFs (11:42) - Intellectual Property…
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) - "Do Firms Need Juniors?" Might be the Wrong Question (06:02) - Solve for X + X (07:45) - Refactoring (08:21) - AI and Distribution (09:11) - How Models Think (10:14) - The AI Business Model…
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) - There's More Than One Efficient Market Paradox (08:06) - Reciprocal Tariffs (08:46) - AI Purgatory (09:24) - Payments and Credit (10:47) - LinkedInFluencers (11:43) - Efficient Markets…
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) - Klarna and the Two Pivots of 2022 (11:00) - Crypto Adoption (12:26) - Art Margin Calls (13:13) - Liquidations (14:07) - Corporate Espionage (15:26) - DeepSeek…
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) - Text and Telos (07:03) - Scaling (07:49) - Retail Investors (09:12) - Comparative Advantage (09:47) - Transaction Costs and Corporate Structure (10:58) - DeepSeek Governance…
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) - Tools, Agents, Interfaces, and Synthetic Luck: AI Interaction Models (06:40) - Lyft Got Fined For Telling the Truth and is Now Compelled to Lie to Drivers (09:59) - Ozempic and Signaling (10:41) - Wargaming and Pivots…
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) - Tokenomics, Revisited (04:41) - AI and Education (06:59) - Money Laundering (07:54) - Agglomeration Economics (08:49) - Threat Models (09:24) - Universal Hardware…
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) - And, elsewhere: (00:01) - Capital Structure (01:12) - Designer Brands and Transaction Costs (02:45) - SMBs (04:27) - Top-Down Market Reform (05:10) - Chosen Obligations…
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) - Money and Legitimacy (06:53) - Moats (07:36) - Big Tech Sees Like a State (08:43) - Shifting Costs (09:31) - Managing Macro (10:11) - Experimentation…
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) - Auto-Paternalism (05:11) - Growth (06:58) - AI Deployment (08:06) - S-Curves and TV (09:04) - Increasing the Asymptote (10:00) - China
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) - Look for Boring First (07:27) - Moderation (08:46) - ex-SBC (10:26) - Platform Risk (12:51) - Strategic Resources (13:40) - Meta and AI
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) - Will The EU Choose to Compete? (13:45) - Unit Economics (15:02) - Coreweave and Capital Structure Arbitrage (15:57) - AI and the Distribution Problem (17:10) - Markets and Narratives (18:15) - Convergence…
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) - On Currencies (08:23) - Taiwan and the US (09:11) - Massaging the Numbers (10:09) - First Loss (10:56) - Pods (11:54) - Fake Offers
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) - What, Exactly are we Trying to Tax? (11:40) - Correlations (12:33) - Reorganization (13:57) - Dating Copilots (15:24) - Thematic Investing (16:42) - Bid Density…
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) - Mission and Variance (05:37) - Transitory, After All (07:38) - The Amazon Model (08:46) - Contextual Ads (09:57) - The PE and Sports Transition (11:24) - Credit and Insurance…
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) - Building the Oracles (07:07) - Price Discrimination in Media (07:53) - AI-Generated Propaganda (08:54) - War Economies, Redux (09:40) - Unbundling and Rebundling (10:26) - Attrition…
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) - Our Surprisingly Capital-Abundant World (05:58) - Audience Capture at Two Levels (06:58) - Does Crypto Add Value to Financial Markets? (09:21) - Continuation Funds, Club Deals, and the New Equity Market (11:07) - Implementation Details (12:30) - Anti-Goldilocks Economy for Junk Loans…
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