The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • One Edge or Many? Reflections on Renaissance Technologies
    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) - One Edge or Many? Reflections on Renaissance Technologies
  • (11:22) - Retention
  • (12:24) - Training Data
  • (13:20) - Social Networking Primitives and Local Maxima
  • (14:33) - Renting
  • (15:02) - Ads
    • 16 min
  • Invisible Efficiencies
    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) - Invisible Efficiencies
  • (06:49) - Making a Market
  • (07:53) - Outsourcing
  • (09:35) - Multicloud
  • (10:53) - Can Frackers Collude?
  • (12:37) - Infrastructure
  • (13:25) - Area Man Tweets
    • 15 min
  • Martingale Beliefs
    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) - Martingale Beliefs
  • (07:18) - Country Equity
  • (08:25) - Costs and Benefits
  • (09:38) - Continuation Funds
  • (10:36) - Deepfaking the Dead and the Last Generation of Celebrities
  • (11:47) - Mature Financial Systems
    • 14 min
  • AI Ruins Education the way Pulleys Ruin Powerlifting
    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) - AI Ruins Education the way Pulleys Ruin Powerlifting
  • (12:38) - The Other Kind of Bank Unwind
  • (13:30) - AI Asset Plays
  • (14:15) - Retail Rides Again
  • (14:59) - Single-Family Rentals
  • (16:21) - AI Math
    • 18 min
  • Who's Afraid of Index Funds?
    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's Afraid of Index Funds?
  • (10:25) - The Market for Data
  • (11:52) - Crowded Careers
  • (12:42) - Black Boxes, Everywhere
  • (13:32) - Externalities
  • (14:45) - Intra-Elite Conflict
    • 17 min
  • Most Market Phenomena are Older than they Look
    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) - Most Market Phenomena are Older than they Look
  • (06:58) - Labor Arbitrage
  • (07:40) - Reddit and Search
  • (09:23) - On-Prem
  • (10:21) - Audience of One
  • (11:07) - Ads Everywhere
    • 13 min
  • The Data Business, At Three Resolutions
    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 Data Business, At Three Resolutions
  • (08:45) - The Instagram Numbers
  • (09:57) - Trader Pay
  • (11:08) - The Distribution of Near-Misses
  • (12:54) - Benefits
  • (13:34) - Funding Cycles
    • 15 min
  • Algorithmic Collusion
    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) - Algorithmic Collusion
  • (08:38) - Operationalizing Secrecy
  • (09:36) - Product Convergence
  • (10:00) - Black Box Update
  • (10:49) - Data Scarcity
  • (11:41) - Cash Management
    • 13 min
  • The Duolingo Disaster That Wasn't
    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 Duolingo Disaster That Wasn't
  • (07:34) - Chatbots
  • (08:31) - Alpha Capture
  • (09:45) - Coreweave
  • (10:58) - Preannouncements
  • (11:41) - AI's ROI
    • 13 min
  • The Case for Marking More to Market
    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 Case for Marking More to Market
  • (06:47) - Petrodollar Recycling
  • (07:44) - Importing Talent
  • (08:19) - Self-Regulation
  • (09:38) - Apple/Google
  • (10:39) - Exits
    • 12 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…