The Diff

By Byrne Hobart

The Diff is a newsletter exploring the technologies, companies, and trends that are making the future high-variance. Posts range from in-depth company profiles, applied financial theory, strategy brea... more

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FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.

The Diff episodes:

April 28, 2025When Step One is to Light Money on Fire and Measure How Fast it Burns
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
...more
13min
April 21, 2025Thinking-Things-Through Privilege
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
...more
14min
April 14, 2025Information Economies and Institution Economies
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
...more
13min
April 07, 2025Finance as a Scale-Invariant Global Computer
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
...more
14min
March 31, 2025"Do Firms Need Juniors?" Might be the Wrong Question
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
...more
12min
March 24, 2025There's More Than One Efficient Market Paradox
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
...more
14min
March 17, 2025Klarna and the Two Pivots of 2022
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
...more
17min
March 10, 2025Text and Telos
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
...more
13min
October 28, 2024Tools, Agents, Interfaces, and Synthetic Luck: AI Interaction Models
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
...more
13min
October 21, 2024Tokenomics, Revisited
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
...more
11min

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.