The Diff

By Byrne Hobart

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 brea... more

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.

The Diff episodes:

October 21, 2020The WeWork Arc
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 WeWork Arc
(07:26) - Amazon's Third-Party Data
(08:14) - The Lucas Critique in Finance
(09:20) - Matching the Huawei Strategy
(10:02) - Froth
(10:52) - Demand and Logistics
...more
13min
October 16, 2020How the Pandemic is Fixing Some of the Real Estate Market's Flaws
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 the Pandemic is Fixing Some of the Real Estate Market's Flaws
(06:32) - A Word From Our Sponsors
(07:11) - Measuring the World's Largest Economy
(08:14) - Showrooming and Retail
(09:58) - Google Continues to Disaggregate Pages
(10:43) - Canada Policy Goes Post-Covid
(11:18) - The Bus Factor
(11:56) - Retro Trade Policy
(12:52) - Payments and the Acquisition Option
...more
15min
October 09, 2020Inside the House Report on Big Tech and Competition: Part II
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) - Inside the House Report on Big Tech and Competition: Part II
(21:57) - Yelp’s Crypto-Coinbase Moment
(22:50) - Life at a Hypergrowth Startup
(25:38) - Square and Bitcoin
(26:15) - Driverless
(27:21) - Local Champions and Good Globalization
(28:04) - China’s Domestic Consumption Push
...more
30min
October 02, 2020The Gamer/Arbitrageur to Generalist Pipeline
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 Gamer/Arbitrageur to Generalist Pipeline
(06:15) - A Word From Our Sponsors
(06:52) - Office Politics, Redux
(08:53) - Vaccine as Perk
(10:13) - Who Owns User Data?
(10:53) - Tech Sees Like a State, Test-and-Trace Edition
(11:36) - Conflicts of Interest
(12:18) - The Negotiate-With-Hackers Hack
(12:51) - Small Deals and Stagnation
...more
14min
September 25, 2020Surfing the Right S-Curve
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) - Surfing the Right S-Curve
(10:43) - Google: Benefits and Retention
(11:21) - Tail Risk on Trial
(12:37) - A Theory of Policy Homogeneity
(13:38) - Procurement
(14:45) - Density Redistribution
(15:45) - Crisis Hormesis
(17:07) - The Other Derivatives Narrative
...more
20min
September 18, 2020Big Tech at the End of History
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) - Big Tech at the End of History
(19:49) - Belt & Road & Vial
(20:55) - CCP and SMBs
(21:17) - Hire Fast, Transfer Fast
(21:52) - Life Imitates Science Fiction
(22:28) - Koanic SaaS Secrets
(23:00) - Interactive Brokers' Big Option Trade
...more
26min
September 11, 2020Banking When You Can't Bank on Anything: Part 2
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) - Banking When You Can't Bank on Anything: Part 2
(09:18) - Inside Taiwan's Covid Response
(11:15) - Defense Tech
(12:34) - The Right Amount of Fraud
(13:18) - Prizes
(13:51) - The Airshow
(14:20) - The Reliance Model
(14:49) - Moderation and Politics
...more
17min
September 04, 2020Banking When You Can't Bank on Anything: Part 1
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) - Banking When You Can't Bank on Anything: Part 1
(09:51) - A Word From Our Sponsors
(10:29) - France's New Industrial Policy
(11:41) - China Exit Subsidies
(12:32) - China Chips
(13:23) - Basic Income With Right-Wing Populist Characteristics
(13:48) - Facebook's Election Redistribution
(14:34) - Antitrust Timing
...more
16min
August 31, 2020Ant Group and China's Fitful Convergence
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) - Ant Group and China's Fitful Convergence
(08:26) - The Startup Cycle
(09:05) - Buybacks
(09:53) - Return-on-Kickback
(10:24) - Legalization
(11:06) - Housing
(11:31) - Big Tech, Monopolies, and Attack Surface
(12:50) - TikTok
...more
14min
August 28, 2020Business Model Meta-Models
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) - Business Model Meta-Models
(12:17) - Fed Maximalism
(13:58) - CFOs Vocally but Passively Worried About Valuations
(15:09) - TikTok
(16:09) - Coming Soon: Experimental Data on IPO Unfairness
(17:16) - Death and Base Rates
(18:49) - Rapid Testing
(19:30) - The Other Wuhan Story
(20:01) - Politics in a One-Party State
...more
22min

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.