The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • Inside the Decline of Stack Exchange
    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) - Inside the Decline of Stack Exchange
  • (11:20) - The Other X
  • (13:14) - Refinancing China
  • (14:06) - The Activist Short Death Spiral
  • (15:10) - Rebundling
  • (16:05) - Fitness Bands
    • 18 min
  • Information as a Universal Complement and Universal Substitute
    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) - Information as a Universal Complement and Universal Substitute
  • (09:14) - Making a Market
  • (10:25) - Financial Innovation
  • (11:02) - IRL
  • (12:10) - Open-Ended Liabilities
  • (13:19) - Meme Stock Relapse
    • 15 min
  • You Hate The Products You're An Early Adopter Of Because of Invisible Base Rates and Anthropic Bias
    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) - You Hate The Products You're An Early Adopter Of Because of Invisible Base Rates and Anthropic Bias
  • (06:54) - The Big Tech Cycle
  • (08:00) - Chinese Consumer Internet Competition With American Characteristics
  • (08:32) - Reallocating
  • (09:38) - Durables
  • (10:07) - Crypto Use Cases
    • 12 min
  • Don't Get Addicted to Fantasy Economics
    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) - Don't Get Addicted to Fantasy Economics
  • (07:04) - Exporting Clean Energy
  • (07:48) - Reverse Turing Tests
  • (08:56) - Syndicate Economics
  • (09:51) - Integration
  • (10:38) - Data
    • 13 min
  • It's Hard to Build a Durable Business Selling Durable Goods
    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) - It's Hard to Build a Durable Business Selling Durable Goods
  • (13:02) - Wrappers and Layoffs
  • (13:53) - The Movies
  • (15:38) - Evaporating Sanctions
  • (16:09) - Bonds
  • (16:52) - Errors in Translation
    • 19 min
  • Was it Worth it for Facebook to Become Meta?
    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) - Was it Worth it for Facebook to Become Meta?
  • (09:38) - Carbon Accounting
  • (10:48) - Social Mobility
  • (11:23) - To Replicate or To Replicate
  • (13:06) - Energy Transitions
  • (14:04) - Financing
    • 16 min
  • AI Turns UGC into a PVP Zone
    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) - AI Turns UGC into a PVP Zone
  • (07:04) - Goldman
  • (08:17) - ETFs
  • (09:02) - Dispersion
  • (10:09) - Softbank
  • (11:20) - Contrarianism
    • 13 min
  • The Economics of Engineering Blogs
    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 Engineering Blogs
  • (08:27) - Art Exchange
  • (09:51) - Fraud
  • (10:56) - Airlines
  • (11:44) - The Long Tail
  • (12:29) - Chinese IPOs
    • 14 min
  • Reddit and Platform Politics
    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) - Reddit and Platform Politics
  • (09:12) - The Boomer Market
  • (10:18) - Network Effects
  • (11:20) - Direct to Retail
  • (12:08) - Strategic Investing
  • (13:05) - ByteDance and AI
    • 15 min
  • Where Does Stripe Go From Here?
    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) - Where Does Stripe Go From Here?
  • (10:43) - Deal Flow
  • (11:32) - Proprietary Data
  • (12:31) - Beyoncéflation
  • (13:09) - Pricing and Local Maxima
  • (14:28) - Funds and Spoils
    • 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…