The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
Download on the App Store

The Diff episodes

  • Bet-the-Company Ideas
    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) - Bet-the-Company Ideas
  • (08:48) - The Universal Second Language
  • (09:31) - Asset and Liability Management in Sports
  • (10:37) - Light Contagion
  • (11:20) - Buying Status
  • (11:50) - Shutting Down Banks
    • 14 min
  • A Short 100-Question Diligence Checklist
    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 Short 100-Question Diligence Checklist
  • (17:51) - Bank Capital
  • (18:34) - Where Venture Funding is Squeezed
  • (19:13) - Free Shipping and Marginal Costs
  • (20:21) - Chinese Apps and Data Advantages
  • (21:21) - Many Funnels
    • 23 min
  • The Banks: What's Next?
    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 Banks: What's Next?
  • (09:27) - SVB's Incentives
  • (10:22) - Cross-Disciplines
  • (11:57) - Cable's Evolution
  • (12:29) - Training Your Replacement
  • (13:26) - Resources
    • 16 min
  • Financial Institutions and Franchise Value
    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) - Financial Institutions and Franchise Value
  • (09:03) - SVB Updates
  • (13:19) - Hit Economics
  • (13:56) - AI Costs
  • (14:44) - Lending Against Regulatory Uncertainty
  • (16:42) - AI Assistants
    • 18 min
  • Airlines: Unit Economics, Served Four Ways
    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) - Airlines: Unit Economics, Served Four Ways
  • (23:44) - High-Variance
  • (25:40) - Deadweight Loss
  • (26:17) - Managing Cash Flow
  • (27:06) - Twitter Shrinks
  • (27:30) - Generative AI
    • 29 min
  • Empiricism Disappears into the Black Box
    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) - Empiricism Disappears into the Black Box
  • (09:22) - Back to Normal
  • (10:18) - Theoretical Profits
  • (11:04) - Ukraine and US Energy
  • (11:50) - "Altasia"
  • (12:32) - Rebirth of the Author
    • 15 min
  • Internal Software as a Competitive Advantage
    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) - Internal Software as a Competitive Advantage
  • (11:48) - Copying
  • (13:08) - Performance
  • (14:18) - Un-IPO
  • (16:06) - Back to the Office
  • (16:51) - Why Private Equity?
    • 19 min
  • History Begins Again for Big Tech
    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) - History Begins Again for Big Tech
  • (09:03) - Yachts, Taxes
  • (10:20) - Bad Ads
  • (10:52) - Investor Relations
  • (12:11) - Market Signals
  • (13:37) - More AI-in-the-Browser
    • 15 min
  • Companies and Entropy
    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) - Companies and Entropy
  • (07:51) - Frontends All The Way Down
  • (09:13) - Alternative Data
  • (10:08) - Competition
  • (10:44) - Network Effects and IPO Listings
  • (11:44) - Decentralizing Twitter Revenue
    • 13 min
  • Equity as an Option on Future Reinvestment
    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) - Equity as an Option on Future Reinvestment
  • (10:44) - Apple AR
  • (12:06) - Car Loans and Non-Stationary Distributions
  • (12:55) - Shorting
  • (14:04) - Working Capital
  • (14:43) - Acceleration
    • 17 min

About The Diff

From the publisher's feed

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…