The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • The Liberty Complex: Cash Flow Today, Taxes Eventually
    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 Liberty Complex: Cash Flow Today, Taxes Eventually
  • (21:22) - A Word From Our Sponsors
  • (21:59) - Portal and Technology Prosthetics
  • (22:54) - Browsers as a Shopping Tool
  • (23:37) - BNPL Rules
  • (24:25) - John Kelly and YOLO Stocks
  • (25:56) - News Post-Trump
    • 28 min
  • Drone Delivery: Accelerating to Inevitable
    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) - Drone Delivery: Accelerating to Inevitable
  • (09:18) - A Word From Our Sponsors
  • (09:56) - Media/Software Synthesis
  • (10:54) - The Working Capital Accelerant
  • (11:57) - Klarna Fills in the Gaps
  • (12:28) - Younger SPAC Targets
  • (13:24) - Consumer-Facing DeFi
    • 15 min
  • BuzzFeed and the Platform Squeeze
    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) - BuzzFeed and the Platform Squeeze
  • (07:37) - A Word From Our Sponsors
  • (08:16) - The Great Unclogging
  • (08:49) - The First-Party Data Gold Rush
  • (09:31) - Open Data
  • (10:12) - Bitcoin Loans
  • (10:55) - The Arms Race
    • 12 min
  • What Happened to all the Diamonds in the Rough?
    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 Happened to all the Diamonds in the Rough?
  • (08:59) - A Word From Our Sponsors
  • (10:20) - A Different EV Network Effect
  • (11:16) - Supply Chain KPIs
  • (11:45) - The Underwriter's Loop and Cyber Risk Insurance
  • (12:40) - Pro-Regulation Tech
  • (13:44) - Local Chips, Global Companies
    • 15 min
  • Defensive Monopolies
    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) - Defensive Monopolies
  • (07:42) - A Word From Our Sponsors
  • (09:15) - Supply Chain Disruption and Retail Membership Programs
  • (10:14) - Evergrande and Unlimited Liability
  • (11:14) - Alameda Goes Direct
  • (12:02) - Off-Brand
  • (12:43) - State-sponsored VC
    • 14 min
  • The Coming Carbon Short-Squeeze
    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 Coming Carbon Short-Squeeze
  • (09:37) - The Streaming Race
  • (10:34) - Captive Banks
  • (11:09) - Construction Credit
  • (11:53) - Illiquidity Doesn't Always Pay
  • (12:46) - Instacart Shifts Further Towards Ads
    • 14 min
  • The Promise and Paradox of Decentralization
    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 Promise and Paradox of Decentralization
  • (12:04) - Valuation Arbitrage
  • (12:47) - Labor Liquidity
  • (13:52) - Pricing Power
    • 16 min
  • What's a Ponzi Scheme? What Isn't?
    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's a Ponzi Scheme? What Isn't?
  • (08:39) - A Word From Our Sponsors
  • (09:14) - Meta
  • (13:18) - ROE and CAPM
  • (15:49) - Expensive Cheap Energy
    • 17 min
  • Blimps, Bots, and the Future of Cargo
    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) - Blimps, Bots, and the Future of Cargo
  • (07:45) - Bitcoin's Long March: Pensions
  • (08:40) - Last Mile
  • (09:20) - Google's Laffer-Style Tax Cut
  • (10:38) - Sales
    • 12 min
  • FedEx: Two Bets on Network Effects
    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) - FedEx: Two Bets on Network Effects
  • (07:24) - Aging Into Owning the Metaverse
  • (08:14) - Fake Reviews
  • (08:47) - Ads and Addicts
  • (09:53) - Coal
    • 12 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…