The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • Four Refoundings
    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) - Four Refoundings
  • (15:50) - A Word From Our Sponsors
  • (16:03) - The Other Bitcoin Standard
  • (17:16) - Carbon Updates
  • (18:23) - Loyalty and Information
  • (19:02) - The Chip Shortage
  • (20:51) - Stimulus: How Much is Too Much?
    • 23 min
  • Messaging Wars, Round Two
    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) - Messaging Wars, Round Two
  • (08:38) - A Word From Our Sponsors
  • (09:16) - GameStop
  • (12:55) - Too Much of a Good Thing
  • (14:48) - Controlled Boom
  • (15:39) - Decarbonizing
  • (16:11) - Taiwan and China
  • (16:42) - Local News
    • 18 min
  • The Road Not Taken: Stripe, Ant, PayTM & Defi
    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 Road Not Taken: Stripe, Ant, PayTM & Defi
  • (21:26) - A Word From Our Sponsors
  • (21:57) - Facebook's Outsourcing Moderation
  • (22:47) - Amazon's Outsourced SEO
  • (23:40) - Scarce and Free Resources
  • (24:35) - Moderating Social (Pt 3)
  • (25:28) - Business Travel and Veblen
  • (26:24) - Intel's Semi-Hack
    • 28 min
  • The Technocrats' Recovery
    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 Technocrats' Recovery
  • (06:51) - Big Tech Sees Like a State Update
  • (08:08) - Why Don't Car Subscriptions Work?
  • (08:53) - Taylorism-as-a-Service
  • (09:53) - The Semiconductor Boom
  • (10:38) - R&D and the Genius Problem
    • 12 min
  • Homesteading Mental Models
    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) - Homesteading Mental Models
  • (07:08) - A Word From Our Sponsors
  • (07:47) - Robinhood's Plot to Make IPOs Less Exciting
  • (09:03) - Momentum-Squared and Value-Squared
  • (10:32) - Dollar-Weighted Returns
  • (11:36) - Blocking Trump
  • (13:00) - Meta-Bundles
  • (13:33) - Commercial Ties
    • 15 min
  • What's Happening in Logistics
    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's Happening in Logistics
  • (09:43) - A Word From Our Sponsors
  • (10:15) - Infohazards
  • (11:20) - How The Grinchbots Steal Inflation
  • (12:54) - The Hack Expands
  • (13:59) - AR and the Physical/Digital Switch
  • (14:56) - Antitrust and Real Interest Rates
    • 16 min
  • DoNotPay: The API for IRL
    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) - DoNotPay: The API for IRL
  • (06:11) - The Index
  • (08:05) - Twitter: Subscale
  • (09:34) - Chaos Engineering
  • (10:12) - Space Law
  • (11:45) - The Login Layer
    • 13 min
  • Sharing and Owning Standards
    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) - Sharing and Owning Standards
  • (09:08) - A Word From Our Sponsors
  • (09:38) - More Institutional Bitcoin
  • (10:16) - The Latest Asset to Trade at Negative Prices
  • (10:50) - Facial Recognition
  • (11:27) - Recursive Product Development
  • (12:21) - Every Tech Company Becomes a Bank
  • (13:25) - Can Anyone Afford for Robinhood Not to Underwrite IPOs?
    • 16 min
  • Taiwan and Supply Chain Frenmity
    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) - Taiwan and Supply Chain Frenmity
  • (10:50) - A Word From Our Sponsors
  • (11:28) - Airline Green Zones
  • (12:29) - Short Sellers and the Supply Chain of Information
  • (13:49) - Housing and Pull-Forward Demand
  • (14:57) - Facebook and Visa Arbitrage
    • 18 min
  • Just One Thing or Every Single Thing?
    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) - Just One Thing or Every Single Thing?
  • (10:42) - Media Disintermediation
  • (12:16) - Amazon's Tactical PR, Con't.
  • (12:54) - Roll Your Own Green Zone
    • 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…