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 271 episodes available.

The Diff episodes:

January 09, 2023Is AI More VBA or Steel?
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 AI More VBA or Steel?
(15:12) - Formalizing an Economy
(16:02) - Shoplifting
(16:51) - Plane Shortage
(17:54) - Mastodon Metrics
(19:02) - The Mystery of the UAE Holding Company
...more
21min
January 03, 2023Closing Industry Frontiers
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) - Closing Industry Frontiers
(07:23) - A Word From Our Sponsors
(07:38) - The Slow Move to Subscriptions
(08:58) - TINA Trades
(11:03) - Geoengineering
(11:58) - Warning Signs
(13:07) - Elasticity in Electricity
...more
15min
December 19, 2022How Companies Think About Layoffs
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 Companies Think About Layoffs
(14:15) - Moderation
(17:48) - Understanding TikTok
(19:19) - Reputational Bank Runs
(20:13) - Coal
(21:02) - Disney
...more
23min
December 12, 2022"A Solution in Search of a Problem" is a Low-Rates Phenomenon
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 Solution in Search of a Problem" is a Low-Rates Phenomenon
(09:38) - Money and Equilibria
(11:50) - eSports
(13:03) - The Price of Liquidity
(13:43) - Plausible Deniability
(14:30) - The Illiquidity Premium, Continued
...more
16min
December 05, 2022The Uses of Friction
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 Uses of Friction
(07:37) - Market-Making
(09:19) - Poaching and Equity Currency
(10:44) - China's Covid Economy
(11:31) - The Cost of AI
(11:55) - Friendshoring
...more
13min
November 28, 2022Why Finance is Hard to Decentralize
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 Finance is Hard to Decentralize
(09:40) - Why They Don't Drill
(11:26) - Shorting
(12:30) - Crypto Liquidity
(13:24) - Food Convergence
(14:29) - Crypto Transparency
...more
16min
November 21, 2022What Part of the System Needs to be Smart?
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 Part of the System Needs to be Smart?
(05:44) - Redemptions
(07:05) - FTX, Continued
(07:51) - Single-Celebrity Companies
(09:00) - Unretiring
(10:56) - Activism
...more
12min
November 14, 2022Money, Credit, Trust, and FTX
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) - Money, Credit, Trust, and FTX
(24:40) - Alternatives
(25:44) - Where Inflation Hits
(26:09) - The Best Job In Tech
(26:59) - Sitting it Out
(27:56) - LNG
...more
29min
November 08, 2022The Beloved Regional Grocery Store Chain 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) - The Beloved Regional Grocery Store Chain Model
(07:15) - The Microcap Manipulation Boom Continues
(08:41) - Persistence
(09:58) - Bad Hedges
(11:12) - Repurposing Assets
(12:18) - Comebacks
...more
14min
November 07, 2022Kroger / Albertsons: Buying Data in Bulk
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) - Kroger / Albertsons: Buying Data in Bulk
(06:10) - Meme Shorts in Crypto
(08:48) - Unfiring
(09:52) - Will Expensive Food Cause Expensive Food?
(10:25) - The Outrage Cycle
(11:24) - Stability and Financial Repression
...more
13min

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 271 episodes available.