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

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FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.

The Diff episodes:

August 26, 2020Palantir: On Business, Cults, and Politics
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) - Palantir: On Business, Cults, and Politics
(16:36) - Wirecard's Scramble & Gamble
(17:53) - Global Yuan?
(18:32) - The Housing Boom
(18:56) - Financial Education for the Soon-to-be 1%
(19:29) - Alphabet Insurance
...more
21min
August 21, 2020Amazon: A New Kind of Antitrust Risk
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) - Amazon: A New Kind of Antitrust Risk
(15:55) - PPE Nationalism, Vaccine Internationalism
(16:54) - A Macro Renaissance?
(19:37) - Tech Sees Like a State: Parties, Fires
(20:13) - Technology-Governance Fit
(22:16) - China’s (Internal) Immigration Reform
...more
24min
August 14, 2020Newsletters and New Media Economics
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) - Newsletters and New Media Economics
(12:05) - A Word From Our Sponsors
(12:42) - Fortnite, Apple, and Platform Wars
(15:06) - Apple's Other App Problem
(15:43) - Theaters Restart the Two-Sided Network
(16:18) - Singapore, Reconsidered
(17:54) - Wealth Taxes and Peak California
(18:46) - A16Z Revisits AI Economics
(19:31) - Bullet Trains and China Stimulus
...more
22min
August 07, 2020Working in Public and the Economics of Free
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) - Working in Public and the Economics of Free
(08:33) - A Word From Our Sponsors
(09:12) - Household Delevering
(09:35) - More Alternative Lending
(10:33) - It's Time to Build in Britain
(11:22) - Pinduoduo
(12:19) - Industrial Espionage in Taiwan
(13:13) - Executive Orders
(14:27) - Executive Orders, Con't.
(15:11) - Executive Orders, Pt. 3
...more
17min
July 31, 2020To Understand Jio, You Need To Understand Reliance
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) - To Understand Jio, You Need To Understand Reliance
(11:15) - Earnings
(12:30) - Amazon Sees For the State
(12:51) - Gerontocracy
(13:56) - M&A in Kids YouTube
(15:07) - Monopolists Still Compete
(16:48) - China, Infrastructure, and Risk-On
(17:43) - Fintech is all about CAC, Part #1281241
(18:25) - Dollar Shortages, At Home And Abroad
(19:45) - Second Acts
...more
22min
July 24, 2020The Bullwhip Effect
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 Bullwhip Effect
(09:11) - A Word From Our Sponsors
(09:48) - State Capacity Liquidationism
(11:24) - Hong Kong: Still a Financial Center
(11:48) - More of the Infrastructure Long Game
(12:42) - Big Tech Plays Hardball With Big Data
...more
15min
July 17, 2020SPACs as a Call Option on Hype
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) - SPACs as a Call Option on Hype
(10:26) - A Word From Our Sponsors
(11:04) - More on the Twitter Hack
(11:30) - Corruption, Liquor, and the China Bubble
(12:25) - Q/Q^4 != Y/Y
(13:11) - Wolf Warrior Diplomats to Puppydog Plenipotentiaries
(15:48) - More Evidence That the Next Stimulus Round Will be Slow
(16:54) - Keeping the Big City Network Effect Alive
...more
18min
July 16, 2020The Hack: When Crime Pays Fractions of a Penny on the Dollar
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 Hack: When Crime Pays Fractions of a Penny on the Dollar
(08:52) - Jio!
(09:21) - The Bans: Huawei Employees. Party Members? Dollars?
(11:25) - Slacktivism at the New York Times
(13:12) - Slackifying Gmail
(13:30) - Micro PE vs Value Capture
(14:44) - Airbnb: Somewhat Back
...more
16min
July 10, 2020The Depressing Bull Thesis for Rocket Mortgage
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 Depressing Bull Thesis for Rocket Mortgage
(07:37) - China Equities: Not 2015 Yet
(09:30) - Twitter by Subscription
(10:02) - Oil as a Currency Area
(11:10) - Decoupling
(11:56) - Recoupling?
...more
14min
July 02, 2020In Defense of Hiring Based on Side Projects
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) - In Defense of Hiring Based on Side Projects
(08:53) - Companies as Narrative Arcs
(09:21) - Live Data and Pandemic Stimulus
(10:52) - Trucking Bailout
(11:30) - "Did a Chinese Hack Kill Canada’s Greatest Tech Company?"
(12:01) - Facebook on Boycotts; Journalists on Facebook
(13:08) - Rebuilding Hong Kong
(14:01) - Pure-Plays and Reputational Risk
...more
16min

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.