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

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 311 episodes available.

The Diff episodes:

August 03, 2026Who Hedges Where?
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) - Who Hedges Where?
(06:49) - Ads for Bots
(07:43) - Authenticity
(08:35) - The AI Race
(09:32) - Priority Disputes
(10:48) - Mission
...more
13min
July 27, 2026What We Periodically Relearn About Rent Control
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 Periodically Relearn About Rent Control
(12:54) - Backstops
(14:42) - Complements and Substitutes
(15:36) - Personality Hire
(16:29) - Commoditization
(17:04) - IPOs
...more
19min
July 20, 2026The Lots-of-Low-Satiety-Calories Business Isn't What it Used to Be
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) - Has AI Art Been Tried?
(04:38) - Pricing
(05:17) - Rewrites
(06:46) - Distribution
(07:35) - Trading Your PA
(08:44) - Managed Markets
...more
11min
July 13, 2026The Bad Apple Problem
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) - Has AI Art Been Tried?
(04:38) - Pricing
(05:17) - Rewrites
(06:46) - Distribution
(07:35) - Trading Your PA
(08:44) - Managed Markets
...more
11min
July 06, 2026Cultural Stasis? Or Just Rising Budgets, a Limited Supply of Good Movie Release Dates, and the Kelly Criterion?
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) - Cultural Stasis? Or Just Rising Budgets, a Limited Supply of Good Movie Release Dates, and the Kelly Criterion?
(09:20) - MTurk, RIP
(10:42) - The Economist Cover Indicator
(12:15) - AI Cycles
(13:13) - Narratives
(14:13) - Intrusions
...more
15min
June 29, 2026The Mythical Agent-Minute
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 Mythical Agent-Minute
(07:08) - AI, Globalization, and Comparative Advantage in Lobbying
(08:16) - Media M&A
(09:41) - Retaliatory Tariffs
(10:15) - Capex
(10:52) - Pivots
...more
13min
June 22, 2026Blind Extrapolation as a Powerful Force in Finance
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) - Blind Extrapolation as a Powerful Force in Finance
(07:50) - Midjourney Medical
(11:10) - Chips
(12:02) - Financial Engineering
(12:39) - Rigged Games
(13:30) - Reality is the Complement
...more
15min
June 15, 2026What Does it Mean to Have a Trillion Dollars?
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 Does it Mean to Have a Trillion Dollars?
(09:47) - Anthropic
(11:04) - Mean and Variance
(12:17) - Fragmentation
(13:37) - Guidance
(15:58) - Slightly-Heterodox Center-X
...more
18min
June 08, 2026It'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
...more
12min
June 01, 2026Using AI for Writing like a Responsible Adult
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) - Using AI for Writing like a Responsible Adult
(06:25) - Granular Price Discrimination
(07:04) - ETFs
(07:52) - Form Factors
(08:41) - Training Data
...more
11min

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 311 episodes available.