المحتوى المقدم من Byrne Hobart. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Byrne Hobart أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Player FM - تطبيق بودكاست انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
After realizing his dreams of playing in the NHL might not happen, Troy Vollhoffer went from scrapping with the captain of the Boston Bruins to fighting to get his production company off the ground. After decades of putting on the largest country music festivals in the world, Troy Vollhoffer has no signs of slowing down. It’s a special episode of On The Bus, as Country Thunder CEO Troy Vollhoffer hands the wheel over to his good friend Nick Meinema. Growing up in an entertainment household is how Troy got bit by the showbiz bug. Troy reveals to Nick how he went from poolside milkshakes with Redd Foxx to growing up and overseeing the longest-running country music festival in North America. Nick has Troy share some of his favorite Country Thunder moments and reflect on how special it is to work with megastars like Reba McEntire, George Strait, and Taylor Swift.…
المحتوى المقدم من Byrne Hobart. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Byrne Hobart أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.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) - Text and Telos
(07:03) - Scaling
(07:49) - Retail Investors
(09:12) - Comparative Advantage
(09:47) - Transaction Costs and Corporate Structure
المحتوى المقدم من Byrne Hobart. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Byrne Hobart أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.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) - Text and Telos
(07:03) - Scaling
(07:49) - Retail Investors
(09:12) - Comparative Advantage
(09:47) - Transaction Costs and Corporate Structure
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 Faking It 'Til You Make It (08:01) - GPU Clouds (08:55) - Going Global (09:51) - Prediction Markets (10:41) - Revenge Trading (11:41) - Authenticity…
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) - The Autistic Half-Century (11:58) - Burn Rates (13:06) - Round-Tripping (13:41) - AI and IP (14:36) - IPOs and Network Effects (15:46) - Spinoffs…
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) - Rumor Markets (08:14) - Legitimacy (10:25) - Tariffs (11:26) - AI and Complements (12:21) - Tariffs and Elasticity (13:15) - Economic Nationalism…
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) - Figure and the Crypto Mullet Strategy (09:17) - Billions (10:09) - Intel (11:09) - Negotiating the AI Transition (11:47) - Price Discrimination (12:52) - Sanctions…
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) - (04:19) - Credit Spreads (04:57) - Retail and Institutions (05:38) - Scale (06:12) - Non-Tariff Barriers (07:11) - Technology Adoption
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) - Concentrate! (07:31) - Coasian Geopolitics (09:00) - Relaunching (10:13) - Tariff Inversion (11:16) - Crypto Holdcos (12:22) - Buybacks
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 Would the Aftermath of the AI Bust Look Like? (09:37) - Succession (10:29) - The Stats (12:58) - Going Direct (13:40) - Banks are Back (14:17) - Young Founders…
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) - Strip-Mining the Maybesphere (09:28) - Regulatory Clarity (10:15) - Eurobonds (11:17) - Just-In-Time (11:59) - Ratings (13:14) - The Crypto Credit Cycle…
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) - The Finance of Alchemy (08:01) - SPACs, Back (08:46) - Sanctions and Supply Chains (09:17) - AI Filtering (10:13) - Measurement Errors (11:19) - Data Labeling…
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…
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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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