The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
Download on the App Store

The Diff episodes

  • Discourses on Big Tech
    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) - Discourses on Big Tech
  • (21:03) - A Word From Our Sponsors
  • (22:06) - Sticky Wage Growth
  • (23:04) - The Coal Boom
  • (23:55) - Equity and Collateral
  • (24:59) - Building an Apple Car vs Appleifying a Built Car
    • 26 min
  • Your Life is (Almost) a Call Option
    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) - Your Life is (Almost) a Call Option
  • (09:29) - A Word From Our Sponsors
  • (10:32) - Reactive Strategy
  • (12:00) - Working it Out
  • (13:30) - Standardizing the Metaverse
  • (14:11) - Probability
  • (14:39) - When Payments Work
    • 16 min
  • Identity and the Login: Who Owns "Who's That?"
    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) - Identity and the Login: Who Owns "Who's That?"
  • (08:28) - A Word From Our Sponsors
  • (09:08) - Facebook Apologetics
  • (11:13) - Food Delivery and Unit Economics
  • (12:38) - More Air Taxis
  • (13:11) - Business and China
    • 15 min
  • Yandex: Google Through the Looking Glass
    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) - Yandex: Google Through the Looking Glass
  • (10:42) - A Word From Our Sponsors
  • (11:16) - Shifting the Curve
  • (12:26) - Where Housing Demand Comes From
  • (12:50) - Throughput
  • (13:33) - Lobbying
  • (14:38) - Customer Service-as-a-Service
    • 16 min
  • Modern Financial History Begins in 1998
    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) - Modern Financial History Begins in 1998
  • (11:00) - Two Turnarounds
  • (12:07) - Smart Glasses
  • (13:23) - Credit Cards, Spending, and Splurging
  • (14:03) - The Cyclical CEO Condition
  • (15:07) - Permanent Pricing
    • 17 min
  • Globalized Talent and the Brand Grab
    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) - Globalized Talent and the Brand Grab
  • (07:33) - Developing Vietnam
  • (08:58) - Liquidity, Discount Rates, and Theft
  • (09:41) - Shortages
  • (11:05) - Pigs and OPEC
  • (12:02) - Statistical Privacy
    • 14 min
  • Freshworks' Efficient Frontiers
    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) - Freshworks' Efficient Frontiers
  • (06:07) - Ad Bugs
  • (07:09) - A Money Market Modest Proposal
  • (08:06) - Restructuring China Tech
  • (08:58) - Shrinking Shrinkage
  • (09:42) - Limits to Copying
    • 11 min
  • Warby Parker and EssilorLuxottica: Irresistible Force, Immovable Object
    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) - Warby Parker and EssilorLuxottica: Irresistible Force, Immovable Object
  • (07:27) - A Word From Our Sponsors
  • (08:11) - Cutting the Apple Tax
  • (09:52) - Messaging
  • (11:10) - China and Security
  • (12:32) - Cyber Risk and Coordination
  • (13:12) - CEO Training
    • 15 min
  • The Dividend Futures Disaster Revisited: Anatomy of a Very Bad Trade
    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 Dividend Futures Disaster Revisited: Anatomy of a Very Bad Trade
  • (11:13) - A Word From Our Sponsors
  • (11:52) - What's Big on Facebook
  • (12:43) - OnlyClothed?
  • (15:24) - Elite Overproduction as Risk Aversion
  • (16:11) - A Second Cleantech Boom
  • (17:29) - Chip Consolidation
  • (18:00) - Channel Shifts and Comp
    • 20 min
  • Magalu: Inside Brazils' Omnichannel Powerhouse
    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) - Magalu: Inside Brazils' Omnichannel Powerhouse
  • (06:34) - A Word From Our Sponsors
  • (07:16) - The Privacy/Security/Centralization Axes
  • (08:18) - Factors of Production
  • (09:27) - VPNs and Streaming Price Discrimination
  • (10:41) - The Belt and Road Alternative
  • (11:32) - Privacy and Tradeoffs
    • 13 min

About The Diff

From the publisher's feed

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…