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:

July 18, 2022Correlations go to One, in Good Ways and Bad
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) - Correlations go to One, in Good Ways and Bad
(10:32) - Network Effects, Pt. 1
(11:47) - Network Effects, Pt. 2
(12:28) - Rebalancing
(13:29) - Leapfrogging
(14:42) - Getting Funding
...more
17min
July 11, 2022The Perks of the Recent Keynesian Tech Boom
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 Perks of the Recent Keynesian Tech Boom
(06:43) - Celsius
(07:13) - The Uber Playbook
(09:52) - Price Discrimination and Amortization
(10:39) - Pricing Power
(11:46) - Sanctions
...more
13min
July 05, 2022The Network Before the Internet
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 Network Before the Internet
(07:47) - A Word From Our Sponsors
(08:18) - Operational Issues
(09:50) - The Cloud
(10:43) - Rent and Inflation
(11:52) - The Glut
(12:54) - Credit and Macro
...more
15min
June 27, 2022NextEra Energy's Green 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) - NextEra Energy's Green Growth
(09:10) - Specialized Cloud
(09:57) - Bailouts
(11:30) - Another Look at Inflation
(12:34) - Trucking Recession
(13:29) - Belt and Road Alternative
...more
15min
June 21, 2022Data's Limits and the Judgment Gap
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) - Data's Limits and the Judgment Gap
(07:14) - Mobility
(08:26) - More Housing, Just in Time
(09:26) - Wargamification
(10:35) - Worker Shortages
(11:43) - Taiwan
...more
13min
June 13, 2022Clean Trades and Dirty Hedges
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) - Clean Trades and Dirty Hedges
(09:49) - A Word From Our Sponsors
(10:27) - Cash as Cosmetics
(11:58) - Two Inflations
(12:46) - AI
(14:26) - Offline-to-Online
(14:59) - Starlink
...more
16min
June 06, 2022Valuation Metrics: A Cross-Examination
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) - Valuation Metrics: A Cross-Examination
(15:20) - What's Still Fundable (Con't.)
(16:09) - ESG and Measurement
(16:49) - Sentiment Tracking
(17:54) - Volatility
...more
19min
May 31, 2022AWS for Industry, But Better: The Railroad Investment Case
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) - AWS for Industry, But Better: The Railroad Investment Case
(18:21) - Smart Margin
(19:55) - Peak College?
(20:23) - Two-Sided Markets
(21:01) - Bonds
...more
22min
May 23, 2022Snap: The Relentless Quest to Own the Interface
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) - Snap: The Relentless Quest to Own the Interface
(13:55) - Media Convergence
(14:50) - What's Still Fundable
(16:03) - The Piracy Continuum
(16:48) - Crypto Relearns Regulation
(18:28) - Shrinking Alpha
...more
20min
May 16, 2022$1 Trillion Worth of Risky Loans Packaged Into Highly-Rated Securities is not the End of the World
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) - $1 Trillion Worth of Risky Loans Packaged Into Highly-Rated Securities is not the End of the World
(12:42) - Netflix's Explore/Exploit Strategy
(14:34) - EVs and Platforms
(15:16) - Third-Party Sellers
(16:20) - An Entrepreneurial Country
...more
18min

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.