The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • The Economics of Startup Swag
    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 of Startup Swag
  • (05:18) - Trappings of Success
  • (06:27) - Globalization and the Movies
  • (07:29) - AI & IP
  • (08:46) - AI & Religion
  • (09:48) - Innovator's Dilemma Epicycles
    • 12 min
  • A Bull Market in Facts; A Bear Market in Narratives
    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 Bull Market in Facts; A Bear Market in Narratives
  • (06:09) - The Decline of Meme Stocks
  • (07:16) - Volatility
  • (08:12) - Lobbying as a Competitive Advantage
  • (09:09) - Goldman
  • (10:16) - "Name and Shame"
    • 12 min
  • Predicting, and Knowing What to Predict
    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) - Predicting, and Knowing What to Predict
  • (07:27) - FTX Addenda
  • (10:41) - Slack and M&A Integration
  • (11:41) - The Global Meme Stock Rally
  • (12:57) - Shrinkage
  • (13:33) - The Coasian Border in Ridesharing
    • 16 min
  • Paradoxes of Productivity Growth
    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) - Paradoxes of Productivity Growth
  • (08:11) - New FTX
  • (10:08) - Apple Search
  • (11:16) - The IPO Window
  • (12:04) - Markets in Everyone
  • (12:55) - The Dollar
    • 14 min
  • "Capital Light" is a Trait of the Cycle as well as the Industry
    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) - "Capital Light" is a Trait of the Cycle as well as the Industry
  • (06:21) - Individual Bets and Risk Premia
  • (07:50) - Tinder's Price Discrimination
  • (08:38) - Smartphone Competition
  • (09:26) - The Partner-With-AI Arms Race
  • (10:29) - Mediocre Success
    • 12 min
  • Making A Match
    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) - Making A Match
  • (11:49) - Instacart: Ahead of the IPO
  • (13:47) - Movie Clips and the Piracy Equilibrium
  • (15:00) - EVs and Public Choice Theory
  • (16:39) - Banks Retrench
  • (17:32) - China's Lost Decade?
    • 19 min
  • Price-First or Thesis-First Research?
    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) - Price-First or Thesis-First Research?
  • (08:35) - Aging Up
  • (09:31) - Housing
  • (10:33) - Virality
  • (12:05) - LLM Arms Races
  • (13:26) - The Uber of X
    • 15 min
  • The Supply Chains of Bits and Atoms
    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 Supply Chains of Bits and Atoms
  • (08:21) - 7nm
  • (09:20) - New Yahoo
  • (10:39) - Red Teams and AI Unit Economics
  • (11:52) - Horizontal Expansion
  • (12:57) - Private Markets
    • 15 min
  • Instacart is the Best and Worst Grocery Business Imaginable
    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) - Instacart is the Best and Worst Grocery Business Imaginable
  • (14:47) - New Cities
  • (15:21) - Scraping
  • (16:19) - Klaviyo
  • (17:03) - Crowdfunding
  • (17:36) - Maturity Matching
    • 19 min
  • Should We Expect Valuations to Mean-Revert Over Time?
    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 We Expect Valuations to Mean-Revert Over Time?
  • (11:48) - Sushi
  • (12:40) - Modeling Demand
  • (13:35) - China's Debt
  • (14:24) - Coevolution and Pulling Up the Ladder
  • (15:21) - The Venn Diagram Career
    • 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…