The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • Death Spirals
    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) - Death Spirals
  • (05:19) - Ads!
  • (06:10) - Healthcare and Insurance
  • (07:01) - Transition Economics
  • (07:46) - Volatility
  • (08:49) - Strategic Investments
    • 11 min
  • Should You Hedge It All?
    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) - Should You Hedge It All?
  • (07:22) - Apple Car
  • (08:35) - State-Directed Investment
  • (09:26) - Flywheels and Bubbles
  • (10:28) - Inflation Impacts
  • (11:42) - Vertical Integration
    • 13 min
  • Exposed! Your Torrid Love Affair With Airline Fees
    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) - Exposed! Your Torrid Love Affair With Airline Fees
  • (08:43) - Malicious Compliance
  • (11:01) - Sanctions and Third Countries
  • (12:00) - Bing and BATNAs
  • (13:19) - Celebrity Endorsements and Binary Outcomes
  • (14:10) - Supply/Demand Balance
    • 16 min
  • Building for Power Users
    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) - Building for Power Users
  • (10:16) - Adtech and "Sky Bridges"
  • (11:04) - SuperMicro!
  • (12:57) - GDP YoY
  • (13:43) - Black Boxes
  • (14:43) - Pods and Cycles
    • 16 min
  • Antithesis: Debugging Debugging
    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) - Antithesis: Debugging Debugging
  • (12:59) - Rebooting
  • (13:40) - AI, UGC, and Communities
  • (14:18) - Land Rushes
  • (15:21) - AI and Share Shift
  • (16:20) - Nirvana
    • 18 min
  • Is "Social" an Enduring Category or Just a Phase?
    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) - Is "Social" an Enduring Category or Just a Phase?
  • (07:13) - The Carbon Discount Rate
  • (08:43) - Alternative Data
  • (10:16) - Transitory Lessons
  • (11:17) - App Economics
  • (12:15) - Where Does the Basis Trade Come From?
    • 14 min
  • Being Not-a-Tech-Company
    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) - Being Not-a-Tech-Company
  • (08:52) - Media
  • (10:41) - News: Supply and Demand
  • (11:56) - Preferred Habitats
  • (12:49) - Liquidation
  • (14:12) - The Activism Cycle
    • 16 min
  • Momentum, Intellectual Humility, and Missing Pieces of the Model
    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) - Momentum, Intellectual Humility, and Missing Pieces of the Model
  • (06:57) - War Finance Meets Green Finance
  • (08:03) - AI-Assisted Creativity
  • (08:56) - Property Rights and Mortal Institutions
  • (09:41) - Complements
  • (10:25) - Hedge Funds
    • 12 min
  • A Theory of Grift
    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 Theory of Grift
  • (08:40) - Buy The Change You Wish to See in the World
  • (10:27) - Schmuck Insurance
  • (11:22) - Uncertainty
  • (12:23) - Block Trading
  • (14:59) - Ads
    • 17 min

About The Diff

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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…