The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • Electrocloud!
    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) - Electrocloud!
  • (20:14) - IPO Demand Curves
  • (20:54) - Blackout Insurance
  • (21:56) - Theaters and the Streaming Option
  • (22:32) - Easy Comps
  • (23:28) - Permanent Shifts
    • 25 min
  • Where Apple Can Own I/O
    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) - Where Apple Can Own I/O
  • (00:13) - The Great Inflation
  • (00:54) - Two-Way API Businesses
  • (01:46) - Zoom and Cities: The Five-Century-Old Case Study
  • (02:48) - From ETrade to eToro
  • (03:37) - Hardware-as-a-Service
    • 6 min
  • The Value of Time Rounds to Either Zero or Infinity
    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 Value of Time Rounds to Either Zero or Infinity
  • (07:36) - A Word From Our Sponsors
  • (08:15) - Limits to Hardware-as-a-Service
  • (09:29) - Shareholder Activism in Japan
  • (10:34) - Flipping (pt 1)
  • (12:20) - Flipping (pt 2)
  • (13:03) - Better Disclosure
    • 14 min
  • What Salesforce is Selling (and Buying)
    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) - What Salesforce is Selling (and Buying)
  • (11:49) - A Word From Our Sponsors
  • (12:21) - Multilateral Vaccine Diplomacy
  • (13:18) - State Capacity Straussianism
  • (14:02) - Bicameral Diplomacy
  • (15:25) - Chip Insourcing, Slowly
  • (16:44) - Password Price Discrimination
    • 18 min
  • Understanding Coinbase
    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) - Understanding Coinbase
  • (12:15) - Security
  • (13:25) - Different Abstractions
  • (15:15) - Facebook Futurism
  • (16:13) - SPAC Apathy
    • 18 min
  • IBM: The Center of Gravity
    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) - IBM: The Center of Gravity
  • (15:47) - A Word From Our Sponsors
  • (16:21) - Price Signals
  • (17:28) - Texas Energy's Banking Crisis
  • (18:43) - Greensill's Arbitrage(s)
  • (20:05) - Which Long Run?
  • (21:29) - The Supply-Side/Demand-Side Seesaw
    • 24 min
  • What Happened in Texas
    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) - What Happened in Texas
  • (19:38) - A Word From Our Sponsors
  • (20:39) - Technology Prosthetics
  • (21:47) - Brutal Coopetition
  • (22:58) - From Quotation System to Market-Maker
  • (24:29) - GameStop Risk
  • (25:37) - The Bull Market in Conservation
    • 28 min
  • Three Bull Cases for Starlink
    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) - Three Bull Cases for Starlink
  • (09:11) - A Word From Our Sponsors
  • (09:49) - Distributed Business Clusters
  • (10:27) - More on Texas
  • (12:07) - The India Model
  • (13:06) - Clean Shipping
  • (13:40) - Price Discrimination
    • 16 min
  • An Airline IPO? In This Economy?
    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) - An Airline IPO? In This Economy?
  • (08:17) - A Word From Our Sponsors
  • (08:40) - Facebook vs Bullying
  • (09:19) - Scale and AI
  • (10:09) - Chip Shortage Updates
  • (11:30) - Decarbonization
  • (12:07) - Supermicro, Redux
  • (13:35) - The Value of Safety: A Natural Experiment
    • 15 min

About The Diff

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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…