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 264 episodes available.

The Diff episodes:

September 12, 2022The Other "MoviePass Economy"
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 Other "MoviePass Economy"
(09:59) - Economists
(10:40) - Regulatory Outsourcing
(11:10) - Come for the Network, Stay for the Tool
(12:20) - Oil
(13:08) - Covid and Social Mobility
...more
15min
September 06, 2022A Taxonomy of Drawdowns
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 Taxonomy of Drawdowns
(13:18) - Watercooler Shows
(14:26) - Smart Thermostats
(15:08) - Substitutes and Complements
(16:25) - Monetization
(17:27) - Apple Ads
...more
19min
August 29, 2022Turning Non-Tradables Into Tradables
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) - Turning Non-Tradables Into Tradables
(10:43) - A Word From Our Sponsors
(11:19) - Grills
(12:30) - Ads
(13:43) - Pricing
(14:59) - Drops
(15:54) - Movies
...more
17min
August 22, 2022Hand-Crafted Artisanal Liquidity Provision
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) - Hand-Crafted Artisanal Liquidity Provision
(09:32) - Consolidation
(10:14) - Shareholder Activism
(11:17) - Cash Burn
(12:24) - PE and Software Compete to Eat the World
(13:19) - Reinsurer of Last Resort
...more
15min
August 18, 2022The Economics of Noncompetes
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 Noncompetes
(07:27) - Always a Bull Market Somewhere
(09:03) - SPACs
(09:45) - "Most-Hated Rally"
(10:58) - Pricing
(11:26) - Amazon and Seasonality
...more
13min
August 15, 2022Inventing Demand
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) - Inventing Demand
(08:18) - BNPL
(09:20) - Coopetition
(10:29) - Marketplaces and Ads
(11:34) - Last Mile, Last Users
(12:19) - Value and Rates
...more
16min
August 08, 2022Moderna's Bets: Moonshots and Platforms
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) - Moderna's Bets: Moonshots and Platforms
(12:38) - The China AI Stack
(13:09) - Closing the Loop
(13:50) - Ads and Addiction
(15:02) - The Second-Order Costs of Inflation
(15:58) - Fraud and Transaction Costs
...more
18min
August 05, 2022Tegus and the Research Stack
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) - Tegus and the Research Stack
(07:38) - Apple and Ads
(08:26) - MetaBonds!
(09:12) - Capex
(10:18) - Distribution
(11:00) - Expensive Executive Assistants
...more
13min
August 01, 2022Understanding Jane Street
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) - Understanding Jane Street
(32:01) - Pensions
(32:50) - Customer-Facing
(33:18) - Use Cases
(33:44) - Making a Market
(34:09) - Reflexive Energy Politics
...more
36min
July 25, 2022Is Everything Getting Old?
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 Everything Getting Old?
(10:07) - Parity
(11:36) - Work from Home
(12:03) - Surgery
(12:37) - Buffett and Energy
(13:33) - Splinternet Update
...more
15min

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.