The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
Download on the App Store

The Diff episodes

  • Paradox Interactive, The Little Big Media Conglomerate
    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) - Paradox Interactive, The Little Big Media Conglomerate
  • (09:14) - Millennials: Not Poor, But Levered
  • (10:32) - Vaccine Markets
  • (12:09) - Only Chamath can go to the SEC Headquarters
  • (13:33) - Reigning Over Big Tech in China
  • (15:08) - Investment Boom
  • (16:29) - Archegos and SPACs
    • 19 min
  • The Economics of Pseudonymity
    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 Economics of Pseudonymity
  • (13:31) - Fungible Energy Jobs
  • (14:48) - Robinhood's Other IPO News
  • (16:00) - Financial Engineering in Home Improvement
  • (16:31) - The Case for Steeply Progressive Ad Taxes
  • (18:15) - Like OPEC In a Good Way
    • 21 min
  • Building Parallel Financial Systems
    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) - Building Parallel Financial Systems
  • (11:46) - A Word From Our Sponsors
  • (12:24) - Tethers and Dollars
  • (15:08) - The Hotel Shortage
  • (16:01) - The Credit Reopening
  • (17:01) - Ransomware Acceleration
  • (18:20) - Churn, Margins, and Habits
    • 20 min
  • Crypto as an Overheated Emerging Market
    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) - Crypto as an Overheated Emerging Market
  • (11:03) - Rolling Blackouts, Floating Power Plants
  • (11:48) - Scalable Review Fraud
  • (12:42) - The Risk of Writing Options
  • (13:55) - Socially Responsible Hackers
    • 15 min
  • Stripe and Solid-State 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) - Stripe and Solid-State Economics
  • (35:50) - Hulu's Regulatory Arbitrage
  • (36:48) - Post-Archegos
  • (38:07) - Patents
  • (40:20) - Emissions: a Global Problem
    • 42 min
  • The 2x2 Inflation Debate
    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 2x2 Inflation Debate
  • (08:20) - Valuementum
  • (09:34) - Quants and Lumber
  • (10:29) - Cheap Hacks
  • (12:16) - Tax Adjustment
    • 16 min
  • Surviving a Combinatorial Explosion
    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) - Surviving a Combinatorial Explosion
  • (07:29) - Sanctions, Cautiously
  • (08:16) - Adtech Always Adds Layers
  • (09:19) - Unfundable Mines
  • (09:55) - Less Marginal Business
    • 11 min
  • Cloudflare's Intelligent Design
    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) - Cloudflare's Intelligent Design
  • (10:30) - A Word From Our Sponsors
  • (11:11) - Travel Recovery
  • (12:08) - Targeted Restrictions
  • (13:05) - Another Retail Ad Product
  • (13:40) - Semi-Public
    • 15 min
  • Decoupling, Digital Currency, and the Consumer of Last Resort
    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) - Decoupling, Digital Currency, and the Consumer of Last Resort
  • (08:30) - A SPAC Modest Proposal
  • (09:49) - Scraping for Profit
  • (10:39) - Post-Cookie
  • (12:06) - Best Buy Bundle
  • (12:51) - Debt is Here
  • (14:27) - The Short-Selling Cycle
    • 16 min
  • Partial Deregulation as an Antipattern
    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) - Partial Deregulation as an Antipattern
  • (08:57) - China's Inflation Inflection
  • (09:51) - The Next Amazon IPO
  • (10:29) - The First Shopify Pivot
  • (11:25) - The Other Two Supply Chains
  • (12:34) - Non-Monolithic China
    • 15 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…