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:

June 26, 2020Software, Full-Stack, and Sumo Startups
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) - Software, Full-Stack, and Sumo Startups
(07:29) - A Word From Our Sponsors
(08:33) - Google Paying Publishers
(09:25) - National Champions
(10:51) - Quant Crowding
(11:45) - Compare and Contrast
(12:30) - Working Capital
(13:17) - Stimulus Checks for the Dead
(14:12) - Social Credit
(14:36) - More Browser Commoditization
(15:05) - QVC Returns
...more
17min
June 24, 2020Free Press vs Free Expression
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) - Free Press vs Free Expression
(10:27) - The Apocalypses That Weren't
(11:20) - Bureaucracy APIs
(12:16) - Big Tech Sees Like a State
(13:01) - Facebook's Prediction Markets
(13:53) - Outflanking Carta
(14:22) - Japan and Corporate Espionage
...more
16min
June 19, 2020The Invention of Postwar Europe
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 Invention of Postwar Europe
(06:20) - A Word From Our Sponsors
(06:48) - Identity (pt 1)
(07:49) - Identity (pt 2)
(08:44) - Google Outsources the Ultra-Long-Tail
(09:30) - YouTube and the Influencers
(10:09) - Putin on Geopolitics
(10:38) - Tech and Externalities
(11:40) - The German Enron
...more
13min
June 16, 2020Communications, Commerce, and Money as the High-Order Bit
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) - Communications, Commerce, and Money as the High-Order Bit
(07:29) - Levered Pensions
(09:26) - Bankrupt Stocks: Not a Great Bet
(10:03) - Chip Wars
(11:29) - The Fame Market
(12:10) - Inflation and Missing Prices
...more
14min
June 12, 2020Lemonade: Solving the Market for Lemons
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) - Lemonade: Solving the Market for Lemons
(11:55) - A Word From Our Sponsors
(12:35) - Zoom Transpacific Problem
(13:29) - Drawdowns
(15:39) - Chris Cox Returns to Facebook
(16:30) - Reopening and Stay-Opening
(17:37) - Short Laws
(18:11) - Tech Astroturf
(18:59) - Partner Banks
(19:17) - Hertz's Plan to Wipe Out Slightly More Shareholders
...more
22min
June 05, 2020Incumbents, Not Startups, Are Regulatory Arbitrageurs
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) - Incumbents, Not Startups, Are Regulatory Arbitrageurs
(07:07) - Limits to Automation
(08:22) - Silver Lake
(09:58) - 1830, 1930, 2030
(10:35) - Google Dissolves the Webpage
(11:11) - Globalizing Cybersecurity
(11:58) - Private Equity in 401Ks
...more
13min
May 29, 2020The Bloomberg Terminal Shows How to Create Virtual Economic Cluster
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 Bloomberg Terminal Shows How to Create Virtual Economic Cluster
(06:13) - A Word From Our Sponsors
(07:10) - Big Tech M&A
(07:54) - Europe Reopens for Vacation Season
(08:19) - Reverse Hong Kong
(09:05) - Microsoft Subsidiary Disrupts Microsoft Subsidiary
(09:48) - Airbnb for Warehouse Space
(10:29) - A16Z on Accounting Versus Economics
(12:03) - How Social Engineering Drives Technology
(13:48) - Systematic Value, Re-Revisited
(14:24) - How Stripe Scales Remote
...more
16min
May 22, 2020You Learn From Good Businesses and Bad Trades
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 Learn From Good Businesses and Bad Trades
(13:45) - A Word From Our Sponsors
(14:31) - ByteDance
(15:00) - Clubhouse
(15:56) - What's China Up To?
(17:25) - The Cloud
(18:25) - Facebook Goes More Remote
(19:04) - Italy's Financial Engineering
...more
21min
May 18, 2020Bretton Woods Revisited
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) - Bretton Woods Revisited
(10:37) - Facebook/Giphy
(12:21) - Africa and Covid-19
(13:02) - China, Chips
(13:38) - Italy Doesn't Plan to Miss Tourist Season
(14:12) - Good Bubbles
...more
16min
May 15, 2020The Future of Remote Work is not That Remote
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 Future of Remote Work is not That Remote
(09:28) - A Word From Our Sponsors
(10:06) - Multilateralism
(11:01) - Unilatéralisme
(11:58) - 51% of Ad Dollars Spent, Not Wasted
(12:35) - Domestic Fabs
(13:27) - Google Privatizes the Web
(14:08) - Restaurant Software; Restaurants as Software
...more
16min

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.