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 274 episodes available.

The Diff episodes:

July 14, 2025Compensation as Game Design
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) - Compensation as Game Design
(13:00) - More on Talent
(14:21) - Financial Engineering
(15:06) - Where We Are in the Cycle
(15:46) - Product/Service Complementarity
(16:41) - The Missing Panic
...more
18min
July 07, 2025What We'll Lose With AI
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'll Lose With AI
(09:05) - Platforms and Reputation
(10:35) - General-Purpose Technologies
(11:26) - Court Politics
(12:46) - Post-Ozempic Snacking
(13:20) - The Next Phase of Crypto Treasury Strategies
...more
15min
June 30, 2025In Defense of the Ad Economy
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 the Ad Economy
(09:45) - Wage Elasticity
(11:23) - Coopetition
(11:58) - Capital Structure
(12:46) - Market Breadth
(14:26) - Playing Chicken
...more
16min
June 23, 2025Gonzo Startups
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) - Gonzo Startups
(07:01) - Don't Bet on a Third World War
(08:11) - Perplexity
(08:39) - Equity Compensation
(09:36) - Hiring
(10:36) - LLM SEO!
...more
12min
June 16, 2025What Happened to Working Your Way Up from the Mailroom?
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) - Reasoning Models Don't Really Reason, But It's Fine: Computers Don't Really Think in 1s and 0s, Either
(05:51) - Guidance
(06:21) - Correlated Outages
(06:57) - Attrition
(07:52) - Policy Impact
(08:35) - Antitrust
...more
10min
June 09, 2025Search Remains the Best Business in 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) - Search Remains the Best Business in History
(09:38) - Equity Market Vigilantes
(10:27) - Scale
(11:15) - Volatility
(12:02) - Tariff Impact
(13:03) - Splits and Synergies
...more
15min
June 02, 2025Democratizing Complicated Financial Products is Inevitable, but Fraught
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) - Democratizing Complicated Financial Products is Inevitable, but Fraught
(08:27) - Startup Fraud
(09:09) - Automation
(09:52) - Motivations
(10:31) - Ads
(11:15) - Utilization
...more
13min
May 27, 2025Adversarial Attacks in Statistical Arbitrage
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) - And, elsewhere:
(00:03) - Banking
(00:44) - Financial Engineering
(01:20) - Hiring and Game Theory
(02:38) - Currency Blocs
(03:13) - AI SEO
...more
5min
May 19, 2025Competing Elite-Selection Mechanisms
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) - TK Competing Elite-Selection Mechanisms
(06:39) - Left-Tail Outcomes
(08:18) - Downgrades and Giffen Goods
(10:21) - Bearer Instruments
(11:27) - Currency
(12:07) - Shipping
...more
14min
May 12, 2025Arbs Close, Infrastructure Remains
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) - Arbs Close, Infrastructure Remains
(06:41) - Abundance and Realignment
(07:17) - AI Undeath
(08:11) - Basic Capital
(09:42) - Tariffs
(11:28) - Insurable Risks
...more
13min

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 274 episodes available.