EPISODE · Sep 25, 2023 · 11 MIN
"Capital Light" is a Trait of the Cycle as well as the Industry
from The Diff · host Byrne Hobart
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) - "Capital Light" is a Trait of the Cycle as well as the Industry (06:21) - Individual Bets and Risk Premia (07:50) - Tinder's Price Discrimination (08:38) - Smartphone Competition (09:26) - The Partner-With-AI Arms Race (10:29) - Mediocre Success
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"Capital Light" is a Trait of the Cycle as well as the Industry
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