The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
Download on the App Store

The Diff episodes

  • You And Your Investment Research
    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) - You And Your Investment Research
  • (11:48) - A Word From Our Sponsors
  • (12:26) - A Successful IPO from Robinhood
  • (13:39) - Convergence
  • (14:47) - Underinvestment
  • (15:55) - Consumer-Friendly Defaults
  • (17:08) - The Amazon Rollup Boom
    • 19 min
  • Taking Strategy Seriously
    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) - Taking Strategy Seriously
  • (09:06) - Streaming as Instant Gratification
  • (10:39) - Batteries
  • (11:42) - Shrinking Analyst Teams
  • (12:33) - Diffident Voters
  • (13:28) - Oil, Recapitalized
    • 15 min
  • Newsletters Can Move Markets
    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 Can Move Markets
  • (10:34) - A Word From Our Sponsors
  • (11:12) - "Real Men Have Fabs"
  • (12:03) - Rollups
  • (12:54) - Platform Control
  • (13:46) - Outperformance
  • (15:04) - Chips and China
  • (16:27) - Double Zero
    • 18 min
  • Illumina: "View Source" for Life
    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) - Illumina: "View Source" for Life
  • (10:17) - A Word From Our Sponsors
  • (10:55) - The Balance Sheet-Constrained Bank
  • (11:59) - The Global Kuznets Curve in Action
  • (12:35) - Net Zero
  • (13:30) - Real-Time
  • (14:35) - Aviations Big Two (Plus One)
    • 16 min
  • The Robinhood Challenge
    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 Robinhood Challenge
  • (12:38) - Another Gulf Carrier?
  • (13:37) - Air Buyout
  • (14:06) - The AI Layer
  • (14:50) - Didi and Information Asymmetry
  • (15:53) - Strategic SPACs
    • 18 min
  • Chumboxes or Trust-Busters? Taboola and Outbrain
    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) - Chumboxes or Trust-Busters? Taboola and Outbrain
  • (12:07) - Sticky Wages
  • (12:46) - Robinhood!
  • (13:53) - Search Engines
  • (15:09) - 1-to-M-of-N Secret Sharing
  • (16:02) - Housing
    • 18 min
  • We are All Buffettologists Now
    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) - We are All Buffettologists Now
    12 min
  • Shifting the Global Kuznets Curve: Why Climate Matters More
    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) - Shifting the Global Kuznets Curve: Why Climate Matters More
  • (09:32) - Online-to-Offline
  • (10:20) - Consolidation
  • (11:10) - Unintended Consequences
  • (12:02) - Supply Chains as Banking Systems
  • (13:22) - International Software Nationalism
    • 15 min
  • A Normal Country?
    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) - A Normal Country?
  • (27:18) - Negative-Marginal-Cost Billboards
  • (28:17) - Spillovers
  • (28:44) - Piecemeal Privatization
  • (29:25) - Financial Protectionism
    • 31 min
  • Prediction Markets and Worse is Better
    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) - Prediction Markets and Worse is Better
  • (09:18) - A Word From Our Sponsors
  • (09:56) - De-Dollarization on Paper
  • (10:56) - The Amazon Bundle
  • (12:05) - The Extension Market
  • (13:10) - Zombie Airlines
  • (14:03) - Supersonic
  • (15:25) - Fractal Fraud
    • 18 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…