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

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.

The Diff episodes:

October 15, 2021FedEx: Two Bets on Network Effects
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) - FedEx: Two Bets on Network Effects
(07:24) - Aging Into Owning the Metaverse
(08:14) - Fake Reviews
(08:47) - Ads and Addicts
(09:53) - Coal
...more
12min
October 08, 2021Discourses on 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) - Discourses on Big Tech
(21:03) - A Word From Our Sponsors
(22:06) - Sticky Wage Growth
(23:04) - The Coal Boom
(23:55) - Equity and Collateral
(24:59) - Building an Apple Car vs Appleifying a Built Car
...more
26min
October 01, 2021Your Life is (Almost) a Call Option
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) - Your Life is (Almost) a Call Option
(09:29) - A Word From Our Sponsors
(10:32) - Reactive Strategy
(12:00) - Working it Out
(13:30) - Standardizing the Metaverse
(14:11) - Probability
(14:39) - When Payments Work
...more
16min
September 24, 2021Identity and the Login: Who Owns "Who's That?"
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) - Identity and the Login: Who Owns "Who's That?"
(08:28) - A Word From Our Sponsors
(09:08) - Facebook Apologetics
(11:13) - Food Delivery and Unit Economics
(12:38) - More Air Taxis
(13:11) - Business and China
...more
15min
September 17, 2021Yandex: Google Through the Looking Glass
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) - Yandex: Google Through the Looking Glass
(10:42) - A Word From Our Sponsors
(11:16) - Shifting the Curve
(12:26) - Where Housing Demand Comes From
(12:50) - Throughput
(13:33) - Lobbying
(14:38) - Customer Service-as-a-Service
...more
16min
September 10, 2021Modern Financial History Begins in 1998
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) - Modern Financial History Begins in 1998
(11:00) - Two Turnarounds
(12:07) - Smart Glasses
(13:23) - Credit Cards, Spending, and Splurging
(14:03) - The Cyclical CEO Condition
(15:07) - Permanent Pricing
...more
17min
September 03, 2021Globalized Talent and the Brand Grab
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) - Globalized Talent and the Brand Grab
(07:33) - Developing Vietnam
(08:58) - Liquidity, Discount Rates, and Theft
(09:41) - Shortages
(11:05) - Pigs and OPEC
(12:02) - Statistical Privacy
...more
14min
September 02, 2021Freshworks' Efficient 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) - Freshworks' Efficient Frontiers
(06:07) - Ad Bugs
(07:09) - A Money Market Modest Proposal
(08:06) - Restructuring China Tech
(08:58) - Shrinking Shrinkage
(09:42) - Limits to Copying
...more
11min
August 27, 2021Warby Parker and EssilorLuxottica: Irresistible Force, Immovable Object
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) - Warby Parker and EssilorLuxottica: Irresistible Force, Immovable Object
(07:27) - A Word From Our Sponsors
(08:11) - Cutting the Apple Tax
(09:52) - Messaging
(11:10) - China and Security
(12:32) - Cyber Risk and Coordination
(13:12) - CEO Training
...more
15min
August 20, 2021The Dividend Futures Disaster Revisited: Anatomy of a Very Bad Trade
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 Dividend Futures Disaster Revisited: Anatomy of a Very Bad Trade
(11:13) - A Word From Our Sponsors
(11:52) - What's Big on Facebook
(12:43) - OnlyClothed?
(15:24) - Elite Overproduction as Risk Aversion
(16:11) - A Second Cleantech Boom
(17:29) - Chip Consolidation
(18:00) - Channel Shifts and Comp
...more
20min

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.