The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • How Would You Run a 10,000-Year Endowment?
    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) - How Would You Run a 10,000-Year Endowment?
  • (07:55) - A Word From Our Sponsors
  • (08:39) - Buy-to-Sell?
  • (09:30) - Dematerializing Gaming
  • (10:37) - New Profits in Old Media
  • (11:35) - Insourcing
    • 13 min
  • VC and the Systematic Search for Outliers
    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) - VC and the Systematic Search for Outliers
  • (05:44) - The Paradox of Decentralization and NFTs
  • (07:05) - Pigouvian Benefits Update
  • (07:46) - Two Kinds of Growth
  • (09:03) - Accidental Shortages
  • (09:43) - LNGeopolitics, Continued
    • 11 min
  • The Factorio Mindset
    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 Factorio Mindset
  • (07:14) - The Carbon Rally
  • (08:21) - The Bridge
  • (09:03) - Housing and Rates
  • (09:49) - Full Stack Media
  • (10:16) - Buying Out Contracts
    • 12 min
  • What Happens When You Buy at an All-Time High?
    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 Happens When You Buy at an All-Time High?
  • (05:57) - Amazon and Ads Ads Ads!
  • (08:22) - NFTs as Tickets
  • (09:50) - Wages: Who's Losing?
  • (10:56) - Media-to-Monetization
  • (12:19) - Negawatts
    • 14 min
  • Learning from Overdetermined Failure
    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) - Learning from Overdetermined Failure
  • (08:01) - Blackstone Buys the Dip
  • (09:13) - Growing an Ecosystem
  • (10:12) - Shortages are Demand-Side, Not Supply-Side (Again)
  • (10:56) - Pricing out Values
    • 13 min
  • Reflexivity in Tech Returns: Talent Chasing Money Chasing Talent
    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) - Reflexivity in Tech Returns: Talent Chasing Money Chasing Talent
  • (10:58) - Fixed Costs and Airlines
  • (11:43) - Goods Shortages and Worker Shortages
  • (12:16) - Marketing and Diversification
  • (13:01) - OverSPACed
  • (13:47) - Talent Shortages
    • 15 min
  • Keeping Options Open: The Equity Compensation Story
    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) - Keeping Options Open: The Equity Compensation Story
  • (09:10) - Prime Elasticity
  • (10:22) - Labor Arbitrage
  • (11:08) - Location Arbitrage
  • (12:07) - Legal Accessibility
    • 14 min
  • Facial Recognition as a Pareto Technology
    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) - Facial Recognition as a Pareto Technology
  • (09:43) - Aligned Incentives
  • (10:40) - Lord, Make Me Low-Emissions—But Not Yet
  • (11:33) - Elasticity
  • (12:32) - Google/TikTok Coopetition
  • (13:14) - The Remittance Economy
    • 15 min
  • Daloopa: Data-to-Information Accelerant
    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) - Daloopa: Data-to-Information Accelerant
  • (10:12) - Covid Zero vs Ο-Variant
  • (10:50) - Covid Hormesis
  • (11:54) - Life on Planet Baumol
  • (12:45) - The Right Amount of Fraud
  • (14:03) - Selective Disclosure
    • 15 min
  • AndCo Remixes Commercial Real Estate
    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) - AndCo Remixes Commercial Real Estate
  • (09:07) - Privatizing Emissions
  • (10:04) - The Put-Seller of Last Resort
  • (10:55) - Prayer-as-a-Service
  • (11:37) - (Voluntary) Crypto Regulation
  • (12:19) - Grinchbots
    • 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…