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

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FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.

The Diff episodes:

October 14, 2024Offshoring and AI Agents
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) - And, elsewhere:
(00:01) - Capital Structure
(01:12) - Designer Brands and Transaction Costs
(02:45) - SMBs
(04:27) - Top-Down Market Reform
(05:10) - Chosen Obligations
...more
7min
October 07, 2024Money and Legitimacy
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 and Legitimacy
(06:53) - Moats
(07:36) - Big Tech Sees Like a State
(08:43) - Shifting Costs
(09:31) - Managing Macro
(10:11) - Experimentation
...more
12min
September 30, 2024Auto-Paternalism
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) - Auto-Paternalism
(05:11) - Growth
(06:58) - AI Deployment
(08:06) - S-Curves and TV
(09:04) - Increasing the Asymptote
(10:00) - China
...more
11min
September 23, 2024Look for Boring First
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) - Look for Boring First
(07:27) - Moderation
(08:46) - ex-SBC
(10:26) - Platform Risk
(12:51) - Strategic Resources
(13:40) - Meta and AI
...more
15min
September 16, 2024Will The EU Choose to Compete?
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) - Will The EU Choose to Compete?
(13:45) - Unit Economics
(15:02) - Coreweave and Capital Structure Arbitrage
(15:57) - AI and the Distribution Problem
(17:10) - Markets and Narratives
(18:15) - Convergence
...more
20min
September 09, 2024On Currencies
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) - On Currencies
(08:23) - Taiwan and the US
(09:11) - Massaging the Numbers
(10:09) - First Loss
(10:56) - Pods
(11:54) - Fake Offers
...more
13min
September 03, 2024What, Exactly are we Trying to Tax?
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, Exactly are we Trying to Tax?
(11:40) - Correlations
(12:33) - Reorganization
(13:57) - Dating Copilots
(15:24) - Thematic Investing
(16:42) - Bid Density
...more
18min
August 26, 2024Mission and Variance
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) - Mission and Variance
(05:37) - Transitory, After All
(07:38) - The Amazon Model
(08:46) - Contextual Ads
(09:57) - The PE and Sports Transition
(11:24) - Credit and Insurance
...more
13min
August 19, 2024Building the Oracles
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) - Building the Oracles
(07:07) - Price Discrimination in Media
(07:53) - AI-Generated Propaganda
(08:54) - War Economies, Redux
(09:40) - Unbundling and Rebundling
(10:26) - Attrition
...more
12min
August 12, 2024Our Surprisingly Capital-Abundant World
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) - Our Surprisingly Capital-Abundant World
(05:58) - Audience Capture at Two Levels
(06:58) - Does Crypto Add Value to Financial Markets?
(09:21) - Continuation Funds, Club Deals, and the New Equity Market
(11:07) - Implementation Details
(12:30) - Anti-Goldilocks Economy for Junk Loans
...more
15min

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.