The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • Robots Are Coming for Jobs That Don't Exist Yet
    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) - Robots Are Coming for Jobs That Don't Exist Yet
  • (07:28) - Scale
  • (08:20) - Preorders
  • (08:55) - Politics
  • (09:58) - Funding
  • (10:55) - Investor Relations
    • 13 min
  • Doing Business in the Dark Forest
    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) - Doing Business in the Dark Forest
  • (06:30) - Stock-Based Compensation
  • (07:53) - Infra
  • (08:58) - Balance Sheets
  • (10:46) - An Ownership Society
  • (12:15) - The Sonic Boom of Trust
    • 14 min
  • The Super-Rich as Financial Sin-Eaters
    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 Super-Rich as Financial Sin-Eaters
  • (06:45) - Adversarial Adoption
  • (07:52) - Rates
  • (08:39) - Scale
  • (09:53) - Talking Your Book
  • (10:43) - Revenue
    • 13 min
  • Life with Nonzero Interest Rates
    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) - Life with Nonzero Interest Rates
  • (05:18) - Stimulus
  • (05:55) - Ads
  • (06:38) - Gambling
  • (07:31) - Acqui-hires
  • (08:46) - IPOs
    • 10 min
  • How Far in the Future Should You Be Trying to Live?
    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) - How Far in the Future Should You Be Trying to Live?
  • (04:42) - Spillover Effects
  • (05:36) - Frictional Costs
  • (06:22) - Airgaps
  • (08:04) - Poaching and Context
  • (09:05) - Open Weight
    • 11 min
  • Forward Deployed
    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) - Forward Deployed
  • (37:12) - Felonybench
  • (38:59) - Frontier Capabilities
  • (40:10) - SEO
  • (41:06) - Company Demographic Pyramids
  • (42:17) - Fighting for Inference
    • 44 min
  • The Economics and Politics of Pacing the Frontier
    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 Economics and Politics of Pacing the Frontier
  • (06:37) - Reflexive Funding
  • (07:57) - Insider Trades
  • (08:56) - Reference Implementation
  • (10:40) - Margins
  • (12:47) - Law Enforcement
    • 15 min
  • Staying Calibrated
    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) - Staying Calibrated
  • (07:16) - Transparency
  • (08:35) - Disclosure
  • (09:20) - Credit Ratings
  • (10:58) - AI Jobs
  • (12:15) - Branding Inference
    • 14 min
  • The Surprisingly Weak IPO-Housing Effect
    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 Surprisingly Weak IPO-Housing Effect
  • (06:28) - Bottlenecks
  • (07:32) - More Bottlenecks
  • (08:22) - Disjoint Models
  • (09:06) - Aligning Incentives
  • (09:40) - Momentum
    • 11 min
  • Ad-Supported Platforms are a Unique Antitrust 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) - Ad-Supported Platforms are a Unique Antitrust Problem
  • (08:38) - Brittle Buyers
  • (09:17) - Rates
  • (10:32) - Substitution Effects
  • (11:12) - Demand
  • (11:50) - Trades
    • 14 min

About The Diff

From the publisher's feed

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…