The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • Why Does Any Company Own its Corporate Headquarters?
    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 Does Any Company Own its Corporate Headquarters?
  • (09:36) - The Noise Election
  • (11:04) - Automation
  • (12:03) - Complementary Businesses
  • (14:26) - Talent Cycles
  • (15:22) - The Mechanics of Regulatory Moats
    • 17 min
  • How Many Trillion-Dollar Companies Should There Be?
    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 Many Trillion-Dollar Companies Should There Be?
  • (09:57) - Choice
  • (11:09) - Durables
  • (12:01) - Lobbying
  • (12:55) - The China Model
  • (13:37) - Training Data
    • 15 min
  • How Should Higher Education Be Financed?
    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 Should Higher Education Be Financed?
  • (10:28) - Accredited Investors
  • (11:54) - Gambling on Gambling
  • (12:41) - Price Discrimination
  • (13:25) - In Play
  • (14:19) - Even More Product Convergence
    • 16 min
  • Graduating to Parallelized Strategies
    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) - Graduating to Parallelized Strategies
  • (07:16) - AAI
  • (08:13) - OpenAI
  • (10:36) - Twitter
  • (11:31) - Pod Shop Math
  • (12:22) - Privacy, Security, and Monopoly
    • 14 min
  • Can Argentina Dollarize? Should They?
    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) - Can Argentina Dollarize? Should They?
  • (07:06) - 0DTEs
  • (08:57) - Corporate Politics
  • (09:45) - Ads and Sports
  • (11:15) - AI Creating Jobs
  • (11:48) - Marketing Real Estate
    • 13 min
  • Risk: Too Much, Too Little, the Wrong Kind, or the Wrong Measure?
    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) - Risk: Too Much, Too Little, the Wrong Kind, or the Wrong Measure?
  • (05:55) - OpenAI's Oops D'Etat
  • (11:05) - Meta
  • (12:10) - Unit Economics and the Japanese Labor Force
  • (13:15) - Cruise
  • (13:50) - Growth and Corruption
    • 15 min
  • What Do Proof-of-Work and Proof-of-Stake Really Prove?
    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 Do Proof-of-Work and Proof-of-Stake Really Prove?
  • (05:12) - Social Network Nuances
  • (06:02) - The Cost of Dropping Ads
  • (07:03) - Credit Outlook
  • (08:10) - Investment Niches
  • (08:51) - Wages
    • 10 min
  • LLMs and Communicating in More Dimensions
    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) - LLMs and Communicating in More Dimensions
  • (04:58) - Cruise's Asymptotes
  • (07:02) - Shrinkage
  • (08:12) - Open Source Economics
  • (09:12) - Derivatives and the Underlying
  • (09:53) - Shorting
    • 11 min
  • The Long, Long View of 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) - The Long, Long View of Interest Rates
  • (10:46) - Insiders
  • (13:12) - Threads
  • (14:09) - Where the Pandemic Didn't Happen
  • (14:49) - Leftovers
  • (15:19) - Opportunity Cost
    • 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…