The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • Financial Entrepreneurship in the Indexing Era
    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 Entrepreneurship in the Indexing Era
  • (07:24) - Easy As
  • (08:27) - Missing Estimates
  • (09:18) - Oil
  • (09:58) - Off-Balance Sheet
  • (11:07) - Turnover
    • 13 min
  • FP&A as the Telemetry and Counterespionage
    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) - FP&A as the Telemetry and Counterespionage
  • (09:21) - 0.5x AI
  • (11:46) - Media Incentives
  • (12:31) - Infrastructure
  • (13:23) - Perks
  • (14:02) - Externalities
    • 16 min
  • Who Hedges Where?
    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) - Who Hedges Where?
  • (06:49) - Ads for Bots
  • (07:43) - Authenticity
  • (08:35) - The AI Race
  • (09:32) - Priority Disputes
  • (10:48) - Mission
    • 13 min
  • What We Periodically Relearn About Rent Control
    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 We Periodically Relearn About Rent Control
  • (12:54) - Backstops
  • (14:42) - Complements and Substitutes
  • (15:36) - Personality Hire
  • (16:29) - Commoditization
  • (17:04) - IPOs
    • 19 min
  • The Lots-of-Low-Satiety-Calories Business Isn't What it Used to Be
    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) - Has AI Art Been Tried?
  • (04:38) - Pricing
  • (05:17) - Rewrites
  • (06:46) - Distribution
  • (07:35) - Trading Your PA
  • (08:44) - Managed Markets
    • 11 min
  • The Bad Apple Problem
    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) - Has AI Art Been Tried?
  • (04:38) - Pricing
  • (05:17) - Rewrites
  • (06:46) - Distribution
  • (07:35) - Trading Your PA
  • (08:44) - Managed Markets
    • 11 min
  • Cultural Stasis? Or Just Rising Budgets, a Limited Supply of Good Movie Release Dates, and the Kelly Criterion?
    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) - Cultural Stasis? Or Just Rising Budgets, a Limited Supply of Good Movie Release Dates, and the Kelly Criterion?
  • (09:20) - MTurk, RIP
  • (10:42) - The Economist Cover Indicator
  • (12:15) - AI Cycles
  • (13:13) - Narratives
  • (14:13) - Intrusions
    • 15 min
  • The Mythical Agent-Minute
    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 Mythical Agent-Minute
  • (07:08) - AI, Globalization, and Comparative Advantage in Lobbying
  • (08:16) - Media M&A
  • (09:41) - Retaliatory Tariffs
  • (10:15) - Capex
  • (10:52) - Pivots
    • 13 min
  • Blind Extrapolation as a Powerful Force in Finance
    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) - Blind Extrapolation as a Powerful Force in Finance
  • (07:50) - Midjourney Medical
  • (11:10) - Chips
  • (12:02) - Financial Engineering
  • (12:39) - Rigged Games
  • (13:30) - Reality is the Complement
    • 15 min
  • What Does it Mean to Have a Trillion Dollars?
    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 Does it Mean to Have a Trillion Dollars?
  • (09:47) - Anthropic
  • (11:04) - Mean and Variance
  • (12:17) - Fragmentation
  • (13:37) - Guidance
  • (15:58) - Slightly-Heterodox Center-X
    • 18 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…