The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • The Perks of the Recent Keynesian Tech Boom
    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 Perks of the Recent Keynesian Tech Boom
  • (06:43) - Celsius
  • (07:13) - The Uber Playbook
  • (09:52) - Price Discrimination and Amortization
  • (10:39) - Pricing Power
  • (11:46) - Sanctions
    • 13 min
  • The Network Before the Internet
    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 Network Before the Internet
  • (07:47) - A Word From Our Sponsors
  • (08:18) - Operational Issues
  • (09:50) - The Cloud
  • (10:43) - Rent and Inflation
  • (11:52) - The Glut
  • (12:54) - Credit and Macro
    • 15 min
  • NextEra Energy's Green Growth
    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) - NextEra Energy's Green Growth
  • (09:10) - Specialized Cloud
  • (09:57) - Bailouts
  • (11:30) - Another Look at Inflation
  • (12:34) - Trucking Recession
  • (13:29) - Belt and Road Alternative
    • 15 min
  • Data's Limits and the Judgment Gap
    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) - Data's Limits and the Judgment Gap
  • (07:14) - Mobility
  • (08:26) - More Housing, Just in Time
  • (09:26) - Wargamification
  • (10:35) - Worker Shortages
  • (11:43) - Taiwan
    • 13 min
  • Clean Trades and Dirty Hedges
    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) - Clean Trades and Dirty Hedges
  • (09:49) - A Word From Our Sponsors
  • (10:27) - Cash as Cosmetics
  • (11:58) - Two Inflations
  • (12:46) - AI
  • (14:26) - Offline-to-Online
  • (14:59) - Starlink
    • 16 min
  • Valuation Metrics: A Cross-Examination
    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) - Valuation Metrics: A Cross-Examination
  • (15:20) - What's Still Fundable (Con't.)
  • (16:09) - ESG and Measurement
  • (16:49) - Sentiment Tracking
  • (17:54) - Volatility
    • 19 min
  • AWS for Industry, But Better: The Railroad Investment Case
    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) - AWS for Industry, But Better: The Railroad Investment Case
  • (18:21) - Smart Margin
  • (19:55) - Peak College?
  • (20:23) - Two-Sided Markets
  • (21:01) - Bonds
    • 22 min
  • Snap: The Relentless Quest to Own the Interface
    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) - Snap: The Relentless Quest to Own the Interface
  • (13:55) - Media Convergence
  • (14:50) - What's Still Fundable
  • (16:03) - The Piracy Continuum
  • (16:48) - Crypto Relearns Regulation
  • (18:28) - Shrinking Alpha
    • 20 min
  • $1 Trillion Worth of Risky Loans Packaged Into Highly-Rated Securities is not the End of the 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) - $1 Trillion Worth of Risky Loans Packaged Into Highly-Rated Securities is not the End of the World
  • (12:42) - Netflix's Explore/Exploit Strategy
  • (14:34) - EVs and Platforms
  • (15:16) - Third-Party Sellers
  • (16:20) - An Entrepreneurial Country
    • 18 min
  • Buy Now, Pain Later?
    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) - Buy Now, Pain Later?
  • (24:36) - TikTok
  • (25:36) - Factors
  • (26:24) - Replacing Passwords, and a Big Tech Truce
  • (27:05) - Solve for the Disequilibrium
    • 29 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…