The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • A Taxonomy of 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) - A Taxonomy of Drawdowns
  • (13:18) - Watercooler Shows
  • (14:26) - Smart Thermostats
  • (15:08) - Substitutes and Complements
  • (16:25) - Monetization
  • (17:27) - Apple Ads
    • 19 min
  • Turning Non-Tradables Into Tradables
    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) - Turning Non-Tradables Into Tradables
  • (10:43) - A Word From Our Sponsors
  • (11:19) - Grills
  • (12:30) - Ads
  • (13:43) - Pricing
  • (14:59) - Drops
  • (15:54) - Movies
    • 17 min
  • Hand-Crafted Artisanal Liquidity Provision
    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) - Hand-Crafted Artisanal Liquidity Provision
  • (09:32) - Consolidation
  • (10:14) - Shareholder Activism
  • (11:17) - Cash Burn
  • (12:24) - PE and Software Compete to Eat the World
  • (13:19) - Reinsurer of Last Resort
    • 15 min
  • The Economics of Noncompetes
    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 Noncompetes
  • (07:27) - Always a Bull Market Somewhere
  • (09:03) - SPACs
  • (09:45) - "Most-Hated Rally"
  • (10:58) - Pricing
  • (11:26) - Amazon and Seasonality
    • 13 min
  • Inventing Demand
    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) - Inventing Demand
  • (08:18) - BNPL
  • (09:20) - Coopetition
  • (10:29) - Marketplaces and Ads
  • (11:34) - Last Mile, Last Users
  • (12:19) - Value and Rates
    • 16 min
  • Moderna's Bets: Moonshots and 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) - Moderna's Bets: Moonshots and Platforms
  • (12:38) - The China AI Stack
  • (13:09) - Closing the Loop
  • (13:50) - Ads and Addiction
  • (15:02) - The Second-Order Costs of Inflation
  • (15:58) - Fraud and Transaction Costs
    • 18 min
  • Tegus and the Research Stack
    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) - Tegus and the Research Stack
  • (07:38) - Apple and Ads
  • (08:26) - MetaBonds!
  • (09:12) - Capex
  • (10:18) - Distribution
  • (11:00) - Expensive Executive Assistants
    • 13 min
  • Understanding Jane Street
    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) - Understanding Jane Street
  • (32:01) - Pensions
  • (32:50) - Customer-Facing
  • (33:18) - Use Cases
  • (33:44) - Making a Market
  • (34:09) - Reflexive Energy Politics
    • 36 min
  • Is Everything Getting Old?
    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 Everything Getting Old?
  • (10:07) - Parity
  • (11:36) - Work from Home
  • (12:03) - Surgery
  • (12:37) - Buffett and Energy
  • (13:33) - Splinternet Update
    • 15 min
  • Correlations go to One, in Good Ways and Bad
    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) - Correlations go to One, in Good Ways and Bad
  • (10:32) - Network Effects, Pt. 1
  • (11:47) - Network Effects, Pt. 2
  • (12:28) - Rebalancing
  • (13:29) - Leapfrogging
  • (14:42) - Getting Funding
    • 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…