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 308 episodes available.

The Diff episodes:

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
May 26, 2026The Rocketship
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 Rocketship
(08:52) - Unit Economics
(10:01) - Rearrangements
(10:42) - Vibeslop
(11:35) - Mindshare
(12:08) - Consumption Equality
...more
14min
May 18, 2026What Can You Learn from a Deterministically Chaotic Market Simulation?
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) -
(07:19) - Prediction Markets
(08:18) - Exotics
(09:34) - Binning
(10:38) - Unpopular AI
(11:51) - The Rebalancing Trade
...more
14min
May 11, 2026Why does Resource Extraction Produce Such Concentrated Wealth?
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) - Why does Resource Extraction Produce Such Concentrated Wealth?
(08:30) - RLHF
(10:17) - When Will AI Show Up in Labor Market Data?
(11:16) - Aligning Incentives
(12:00) - Local Volatility
(12:41) - FDE Shortage
...more
14min

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 308 episodes available.