The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • Wish: E-Commerce, Fast and Slow
    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) - Wish: E-Commerce, Fast and Slow
  • (08:30) - Online-to-Offline
  • (09:39) - Less Than $10 Per Month
  • (10:22) - Movie Lots
  • (10:48) - Taxes and Incentives
  • (11:33) - Unfairness
    • 13 min
  • Roblox: Tweenage Mutant MMT-ers
    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) - Roblox: Tweenage Mutant MMT-ers
  • (08:46) - The Gini Coefficient Bull Case for SaaS
  • (09:58) - Big Banks as Common Carriers
  • (11:10) - Yuan Bonds
  • (12:24) - In-House Chips
  • (13:21) - Understanding Consulting
    • 16 min
  • What’s Gold For?
    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 Gold For?
  • (15:11) - A Word From Our Sponsors
  • (16:00) - Bitcoin, Flows, Autochthony
  • (17:01) - Digital Media, Distribution, Autochthony
  • (17:43) - Leaving “Little Taipei”
  • (18:44) - Scrap
    • 21 min
  • Understanding Airbnb
    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 Airbnb
  • (12:42) - Measuring Eyeballs
  • (13:29) - Property Rights
  • (15:05) - Reputational Bug Bounties
  • (16:08) - Running Out the Clock on Tariffs
    • 18 min
  • How Bubbles and Megaprojects Parallelize Innovation
    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) - How Bubbles and Megaprojects Parallelize Innovation
  • (10:52) - Vaccine Economics and Emerging Markets' Tough Choices
  • (11:58) - Big Tech and the Missing Middle in Emerging Asia
  • (14:17) - The Personal, The Political, and Ant
  • (15:08) - Form, Function, and Ads
  • (16:40) - Understanding Value's Underperformance
    • 19 min
  • Big Tech Sees Like a State
    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) - Big Tech Sees Like a State
  • (14:34) - Pirate's Treasure, Redux
  • (15:23) - Takedowns
  • (16:10) - Antitrust and Laggy Beliefs
  • (16:51) - Money, The High-Order Bit
  • (17:44) - Perceptual Arbitrage in Crowdfunding
  • (18:50) - Covid and the Talent Shift
    • 21 min
  • Media Refragmentation and Funnel Capture
    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) - Media Refragmentation and Funnel Capture
  • (05:57) - Disaggregation and Reaggregation in Fundraising
  • (06:45) - Separation of Powers
  • (07:29) - The Mortgage IPO Boom
  • (08:10) - Multichannel Retail
  • (09:13) - Recursive R(t), Redux
  • (09:52) - Case Studies in Central Bank Fiscal Policy
    • 12 min
  • Hardware-as-a-Service
    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) - Hardware-as-a-Service
  • (10:08) - A Word From Our Sponsors
  • (10:45) - The Muni Crisis
  • (12:46) - Worker Mobility
  • (14:03) - Supply Shocks
    • 16 min
  • Engineering a 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) - Engineering a Conglomerate
  • (09:18) - A Word From Our Sponsors
  • (09:50) - Pretty Bad Privacy
  • (11:31) - Exercising the Whistleblower Option
  • (12:13) - Who Owns Streamed Games?
  • (13:08) - Rebooting Transit
  • (13:45) - Palantir
  • (14:59) - Tech Sees Like a State
  • (15:49) - Rationalists and Thymos
    • 19 min
  • The WeWork Arc
    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 WeWork Arc
  • (07:26) - Amazon's Third-Party Data
  • (08:14) - The Lucas Critique in Finance
  • (09:20) - Matching the Huawei Strategy
  • (10:02) - Froth
  • (10:52) - Demand and Logistics
    • 13 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…