Episode
It's Maturity Transformation All The Way Down
- Podcast
- The Diff
- Published
- Jun 8, 2026
- Duration seconds
- 706
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/852c4ff8
Actions
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Summary
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) - It's Maturity Transformation All The Way Down (06:17) - Weather (07:19) - Adverse Selection (08:33) - Compute, and P/S Ratios (09:46) - Software PE (10:48) - Automation and Utilization