The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • It's Maturity Transformation All The Way Down
    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) - It's Maturity Transformation All The Way Down
  • (06:17) - Weather
  • (07:19) - Adverse Selection
  • (08:33) - Compute, and P/S Ratios
  • (09:46) - Software PE
  • (10:48) - Automation and Utilization
    • 12 min
  • Using AI for Writing like a Responsible Adult
    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) - Using AI for Writing like a Responsible Adult
  • (06:25) - Granular Price Discrimination
  • (07:04) - ETFs
  • (07:52) - Form Factors
  • (08:41) - Training Data
    • 11 min
  • The Rocketship
    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 Rocketship
  • (08:52) - Unit Economics
  • (10:01) - Rearrangements
  • (10:42) - Vibeslop
  • (11:35) - Mindshare
  • (12:08) - Consumption Equality
    • 14 min
  • Why does Resource Extraction Produce Such Concentrated Wealth?
    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) - Why does Resource Extraction Produce Such Concentrated Wealth?
  • (08:30) - RLHF
  • (10:17) - When Will AI Show Up in Labor Market Data?
  • (11:16) - Aligning Incentives
  • (12:00) - Local Volatility
  • (12:41) - FDE Shortage
    • 14 min
  • Dead Airlines
    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) - Dead Airlines
  • (04:46) - Synergy
  • (06:02) - Indexes
  • (06:58) - Warehousing
  • (07:53) - Capacity
  • (08:43) - Defense
    • 10 min
  • Are the AI Labs Ready for the AI Backlash?
    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) - Are the AI Labs Ready for the AI Backlash?
  • (06:27) - Barter
  • (08:06) - State Hypercapitalism
  • (09:05) - AI Pricing
  • (10:05) - Reflexivity
  • (10:48) - Complements
    • 12 min
  • Ad-Based Platforms Have Mostly Solved Optimal Taxation
    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) - Ad-Based Platforms Have Mostly Solved Optimal Taxation
  • (08:06) - The Infrastructure Put Option
  • (09:14) - Monetization
  • (10:03) - Headless SaaS
  • (11:36) - Gazumped!
  • (12:49) - Bits and Barrels
    • 14 min
  • Ring, Cloudflare, and the Supply Chain of State Capacity
    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) - Ring, Cloudflare, and the Supply Chain of State Capacity
  • (08:32) - Work Trials
  • (09:43) - The Mezzanine Tranche
  • (10:29) - Politics by Other Means
  • (12:51) - Lawyers
  • (13:51) - Token Shortages
    • 15 min
  • Uncanny AI
    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) - Uncanny AI
  • (05:39) - Organic Content
  • (06:22) - Inconsistent Candor
  • (07:28) - Liquidity
  • (08:22) - Return to Office
  • (09:06) - Long-Lead Time Hacking
    • 11 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…