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 289 episodes available.

The Diff episodes:

October 27, 2025The Year of 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) - The Year of Convergence
(09:03) - Ads
(10:10) - Maximalism
(10:50) - Comparative Advantage
(11:35) - Trader-in-Chief
(12:20) - GenAI
...more
14min
October 20, 2025Routers, Apps, AGI
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) - Routers, Apps, AGI
(23:09) - Peripheral Bets
(23:59) - Fragmentation and Industry Maturity
(24:35) - Deepfakes as Pull Quotes
(25:12) - Benchmarks
(26:15) - Platforms
...more
28min
October 13, 2025In Defense of Generative Video Accelerationism
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 Generative Video Accelerationism
(14:12) - Notifications
(15:14) - IP
(16:09) - Hyperliquidated
(17:45) - DOGE
(19:11) - Painting the Tape
...more
21min
October 06, 2025Technological Progress is a Stack of S-Curves; Diffusion is a Stack of J-Curves
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) - Technological Progress is a Stack of S-Curves; Diffusion is a Stack of J-Curves
(10:01) - AI Efficiency
(10:54) - Dollar Diplomacy
(11:48) - Sora
(12:44) - Capital Structure
(14:12) - Reshoring Paradoxes
...more
16min
September 29, 2025Media Gluts Happen at the Level of Distribution, not Content
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) - Media Gluts Happen at the Level of Distribution, not Content
(09:16) - Headline Risk
(10:02) - The Crypto Treasury Trade
(11:10) - The Paradox of Decentralization
(12:08) - TikTok
(13:04) - Signal and Noise
...more
15min
September 22, 2025A Sense of History
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) - A Sense of History
(09:30) - Coasian Labor Markets
(12:06) - Industrial Policy
(13:05) - Trading
(13:41) - TikTok
(14:52) - Crypto Treasury M&A
...more
20min
September 15, 2025On Faking It 'Til You Make It
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
...more
14min
September 08, 2025The Autistic Half-Century
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
...more
17min
September 02, 2025Rumor 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) - Rumor Markets
(08:14) - Legitimacy
(10:25) - Tariffs
(11:26) - AI and Complements
(12:21) - Tariffs and Elasticity
(13:15) - Economic Nationalism
...more
15min
August 25, 2025Figure and the Crypto Mullet Strategy
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
...more
15min

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 289 episodes available.