The Diff
Technological Progress is a Stack of S-Curves; Diffusion is a Stack of J-Curves
15:24
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) - Technological Progress is a Stack of S-Curves; Diffusion is a Stack of J-Curves
(10:01) - AI Efficiency
(10:54) - Dollar Diplomacy
(11:48) - Sora
(12:44) - Capital Structure
(14:12) - Reshoring Paradoxes