The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • Where Fraud Lives and Why
    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 Fraud Lives and Why
  • (07:21) - Segmented Markets
  • (08:33) - Apple the Outlier
  • (09:28) - Outsourcing
  • (10:26) - Working as Intended
  • (11:10) - Headcount
    • 13 min
  • In a Stable Career Track, Where Does the Risk Go?
    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 a Stable Career Track, Where Does the Risk Go?
  • (09:05) - A Word From Our Sponsors
  • (09:48) - AI Lobbying
  • (10:34) - Fraud and Credit
  • (11:36) - How Markets Clear
  • (12:35) - Deglobalization in Miniature
  • (13:08) - Crypto Exchanges and Airdrops
    • 15 min
  • Is AI More VBA or Steel?
    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 AI More VBA or Steel?
  • (15:12) - Formalizing an Economy
  • (16:02) - Shoplifting
  • (16:51) - Plane Shortage
  • (17:54) - Mastodon Metrics
  • (19:02) - The Mystery of the UAE Holding Company
    • 21 min
  • Closing Industry Frontiers
    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) - Closing Industry Frontiers
  • (07:23) - A Word From Our Sponsors
  • (07:38) - The Slow Move to Subscriptions
  • (08:58) - TINA Trades
  • (11:03) - Geoengineering
  • (11:58) - Warning Signs
  • (13:07) - Elasticity in Electricity
    • 15 min
  • How Companies Think About Layoffs
    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) - How Companies Think About Layoffs
  • (14:15) - Moderation
  • (17:48) - Understanding TikTok
  • (19:19) - Reputational Bank Runs
  • (20:13) - Coal
  • (21:02) - Disney
    • 23 min
  • "A Solution in Search of a Problem" is a Low-Rates Phenomenon

    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 Solution in Search of a Problem" is a Low-Rates Phenomenon
  • (09:38) - Money and Equilibria
  • (11:50) - eSports
  • (13:03) - The Price of Liquidity
  • (13:43) - Plausible Deniability
  • (14:30) - The Illiquidity Premium, Continued
    • 16 min
  • The Uses of Friction

    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 Uses of Friction
  • (07:37) - Market-Making
  • (09:19) - Poaching and Equity Currency
  • (10:44) - China's Covid Economy
  • (11:31) - The Cost of AI
  • (11:55) - Friendshoring
    • 13 min
  • Why Finance is Hard to Decentralize
    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 Finance is Hard to Decentralize
  • (09:40) - Why They Don't Drill
  • (11:26) - Shorting
  • (12:30) - Crypto Liquidity
  • (13:24) - Food Convergence
  • (14:29) - Crypto Transparency
    • 16 min
  • What Part of the System Needs to be Smart?
    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) - What Part of the System Needs to be Smart?
  • (05:44) - Redemptions
  • (07:05) - FTX, Continued
  • (07:51) - Single-Celebrity Companies
  • (09:00) - Unretiring
  • (10:56) - Activism
    • 12 min
  • Money, Credit, Trust, and FTX
    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) - Money, Credit, Trust, and FTX
  • (24:40) - Alternatives
  • (25:44) - Where Inflation Hits
  • (26:09) - The Best Job In Tech
  • (26:59) - Sitting it Out
  • (27:56) - LNG
    • 29 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…