The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • Unavoidable 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) - Unavoidable Drawdowns
  • (06:45) - Dumb Money
  • (08:08) - Adversarial Environments
  • (09:04) - Coasian Bargains in Immigration
  • (10:05) - Asset Allocation
  • (11:23) - Lock-In
    • 13 min
  • In Defense of Made-Up Metrics
    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) - In Defense of Made-Up Metrics
  • (07:32) - Scaling the Non-Scalable
  • (09:49) - VR and Platform Ownership
  • (11:15) - What is a Bank?
  • (12:19) - The Non-Recession Recession, in One Graph
  • (13:23) - Going Direct
    • 15 min
  • Data, Prices, and Central Planning
    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, Prices, and Central Planning
  • (09:02) - Japan Remains Cheap
  • (10:08) - Tipping and Price Discrimination
  • (11:10) - Bad News is Good News
  • (12:26) - Black Markets
  • (13:08) - Jobs
    • 16 min
  • Cava: One Brand, Many Channels
    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) - Cava: One Brand, Many Channels
  • (07:41) - AI and Incumbents
  • (08:51) - Buying Reputation
  • (09:40) - Restaurant Pricing
  • (10:35) - Debt, Prices, and the Pull-Forward Effect
  • (11:46) - Assets and Distribution
    • 13 min
  • Why Do Equities Build So Much Wealth?
    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 Do Equities Build So Much Wealth?
  • (07:36) - Efficient Markets
  • (08:15) - Logistics
  • (09:28) - Markups
  • (10:02) - The New Geography
  • (10:34) - Marking to Market
    • 13 min
  • The Relationship-Transactional-Relationship Business Cycle
    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 Relationship-Transactional-Relationship Business Cycle
  • (07:46) - Metrics at Twitter
  • (09:04) - Workarounds
  • (09:49) - Generative Ads
  • (10:14) - Elsewhere in AI
  • (10:55) - Banking
    • 13 min
  • SVB in Retrospect
    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) - SVB in Retrospect
  • (09:01) - And in Other Banking News
  • (10:05) - States See Like Big Tech
  • (11:17) - Aggressive Competition
  • (12:12) - Agglomeration and Sports
  • (13:02) - The Narrow Rally
    • 15 min
  • Why The Answer Is So Often Ads
    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 The Answer Is So Often Ads
  • (07:33) - Strategic Shutdowns
  • (08:11) - Verification, Ads, and Membership
  • (08:49) - The China Cap Table
  • (09:28) - Very Long-Term Investing
  • (10:46) - Branding a Bank
    • 12 min
  • Working with a Copilot
    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) - Working with a Copilot
  • (11:59) - Catching Up
  • (14:09) - Private Capital
  • (15:35) - AI Regulation
  • (17:17) - AI Stocks
  • (19:04) - Cars and Interfaces
    • 21 min
  • Dueling Over 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) - Dueling Over Platforms
  • (09:46) - De-Googling
  • (10:17) - Reshoring
  • (11:53) - Attribution
  • (12:49) - Volatility
  • (13:18) - The State of AI Workers
    • 16 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…