The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • Cars Manufacture the Modern Middle Class
    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) - Cars Manufacture the Modern Middle Class
  • (08:27) - Not Enough Housing
  • (09:24) - Durable Network Effects
  • (11:00) - VPN Integration
  • (11:59) - Reserve Currency Problems
  • (12:58) - Movies
    • 15 min
  • Refactoring Restaurants
    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) - Refactoring Restaurants
  • (09:07) - 401(k)s With Chinese Characteristics
  • (10:37) - Middlemen and Leverage
  • (12:00) - Concentration
  • (13:43) - A Mixed Trucking Recession
  • (14:24) - Deglobalization in Autos
    • 16 min
  • A Future Where Most Media Is Produced for an Audience of One
    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 Future Where Most Media Is Produced for an Audience of One
  • (09:17) - Universal Prime
  • (10:28) - Strategic Shifts
  • (11:24) - Bundling
  • (12:13) - Enterprise Twitter
  • (13:02) - Energy Leaks
    • 15 min
  • The Gym Business: Usage, Slacking, and the Duel Between Margins and Lifetime Value
    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 Gym Business: Usage, Slacking, and the Duel Between Margins and Lifetime Value
  • (10:51) - Twitter
  • (13:32) - Remote Work and Neurodiversity
  • (14:45) - Granularity
  • (15:57) - Unhealthy SPACs
  • (17:00) - More Evidence for the Travel Boom
  • (17:26) - Surcharges
    • 19 min
  • Regulating Big Tech is a Product 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) - Regulating Big Tech is a Product Problem
  • (10:27) - Failing Fast
  • (12:20) - More Signs of Slower Inflation
  • (13:10) - Six-Figure Truckers
  • (14:07) - Free/Frictional Complements
  • (15:01) - Shadow Banking
    • 17 min
  • NFTs and the Money/Status Exchange Rate
    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) - NFTs and the Money/Status Exchange Rate
  • (07:29) - Demand Management
  • (08:19) - Influencers
  • (09:11) - Downsides to Scaling
  • (09:47) - Look-Through Emissions
  • (10:39) - Lore
    • 12 min
  • What Works in SaaS Pricing
    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 Works in SaaS Pricing
  • (07:33) - Reformatting Competition
  • (09:10) - Ending Oil Won't End Energy Politics
  • (10:04) - The Bullwhip Effect in Discounters
  • (10:56) - Russia's Gold
    • 13 min
  • HelloFresh: Mealkits Can Work After All
    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) - HelloFresh: Mealkits Can Work After All
  • (07:37) - PR Campaigns for Ads
  • (08:49) - Underperformance
  • (09:42) - Monetizing Dead Mileage
  • (10:35) - Movies and Dynamic Pricing
  • (11:27) - Peloton and Inventory Management
    • 13 min
  • Plaid: Data Layer to Payments Layer
    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) - Plaid: Data Layer to Payments Layer
  • (09:10) - The Next Conflicts
  • (10:06) - Decentralization as a Liability
  • (11:42) - Decentralization as an Asset
  • (12:34) - Reopening
  • (13:39) - Succession Problems
    • 15 min
  • Match Group and Managed Dissatisfaction
    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) - Match Group and Managed Dissatisfaction
  • (08:29) - Revolving Doors
  • (09:36) - Sanctions
  • (10:58) - Iterating
  • (11:54) - Bad Funds, Conflicts, and Bias
    • 14 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…