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The Diff · June 8 · 11 min

It's Maturity Transformation All The Way Down

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

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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) - 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

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