The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • Amazon: A New Kind of Antitrust Risk
    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) - Amazon: A New Kind of Antitrust Risk
  • (15:55) - PPE Nationalism, Vaccine Internationalism
  • (16:54) - A Macro Renaissance?
  • (19:37) - Tech Sees Like a State: Parties, Fires
  • (20:13) - Technology-Governance Fit
  • (22:16) - China’s (Internal) Immigration Reform
    • 24 min
  • Newsletters and New Media 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) - Newsletters and New Media Economics
  • (12:05) - A Word From Our Sponsors
  • (12:42) - Fortnite, Apple, and Platform Wars
  • (15:06) - Apple's Other App Problem
  • (15:43) - Theaters Restart the Two-Sided Network
  • (16:18) - Singapore, Reconsidered
  • (17:54) - Wealth Taxes and Peak California
  • (18:46) - A16Z Revisits AI Economics
  • (19:31) - Bullet Trains and China Stimulus
    • 22 min
  • Working in Public and the Economics of Free
    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) - Working in Public and the Economics of Free
  • (08:33) - A Word From Our Sponsors
  • (09:12) - Household Delevering
  • (09:35) - More Alternative Lending
  • (10:33) - It's Time to Build in Britain
  • (11:22) - Pinduoduo
  • (12:19) - Industrial Espionage in Taiwan
  • (13:13) - Executive Orders
  • (14:27) - Executive Orders, Con't.
  • (15:11) - Executive Orders, Pt. 3
    • 17 min
  • To Understand Jio, You Need To Understand Reliance
    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) - To Understand Jio, You Need To Understand Reliance
  • (11:15) - Earnings
  • (12:30) - Amazon Sees For the State
  • (12:51) - Gerontocracy
  • (13:56) - M&A in Kids YouTube
  • (15:07) - Monopolists Still Compete
  • (16:48) - China, Infrastructure, and Risk-On
  • (17:43) - Fintech is all about CAC, Part #1281241
  • (18:25) - Dollar Shortages, At Home And Abroad
  • (19:45) - Second Acts
    • 22 min
  • The Bullwhip Effect
    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 Bullwhip Effect
  • (09:11) - A Word From Our Sponsors
  • (09:48) - State Capacity Liquidationism
  • (11:24) - Hong Kong: Still a Financial Center
  • (11:48) - More of the Infrastructure Long Game
  • (12:42) - Big Tech Plays Hardball With Big Data
    • 15 min
  • SPACs as a Call Option on Hype
    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) - SPACs as a Call Option on Hype
  • (10:26) - A Word From Our Sponsors
  • (11:04) - More on the Twitter Hack
  • (11:30) - Corruption, Liquor, and the China Bubble
  • (12:25) - Q/Q^4 != Y/Y
  • (13:11) - Wolf Warrior Diplomats to Puppydog Plenipotentiaries
  • (15:48) - More Evidence That the Next Stimulus Round Will be Slow
  • (16:54) - Keeping the Big City Network Effect Alive
    • 18 min
  • The Hack: When Crime Pays Fractions of a Penny on the Dollar
    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 Hack: When Crime Pays Fractions of a Penny on the Dollar
  • (08:52) - Jio!
  • (09:21) - The Bans: Huawei Employees. Party Members? Dollars?
  • (11:25) - Slacktivism at the New York Times
  • (13:12) - Slackifying Gmail
  • (13:30) - Micro PE vs Value Capture
  • (14:44) - Airbnb: Somewhat Back
    • 16 min
  • The Depressing Bull Thesis for Rocket Mortgage
    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 Depressing Bull Thesis for Rocket Mortgage
  • (07:37) - China Equities: Not 2015 Yet
  • (09:30) - Twitter by Subscription
  • (10:02) - Oil as a Currency Area
  • (11:10) - Decoupling
  • (11:56) - Recoupling?
    • 14 min
  • In Defense of Hiring Based on Side Projects
    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) - In Defense of Hiring Based on Side Projects
  • (08:53) - Companies as Narrative Arcs
  • (09:21) - Live Data and Pandemic Stimulus
  • (10:52) - Trucking Bailout
  • (11:30) - "Did a Chinese Hack Kill Canada’s Greatest Tech Company?"
  • (12:01) - Facebook on Boycotts; Journalists on Facebook
  • (13:08) - Rebuilding Hong Kong
  • (14:01) - Pure-Plays and Reputational Risk
    • 16 min
  • Software, Full-Stack, and Sumo Startups
    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) - Software, Full-Stack, and Sumo Startups
  • (07:29) - A Word From Our Sponsors
  • (08:33) - Google Paying Publishers
  • (09:25) - National Champions
  • (10:51) - Quant Crowding
  • (11:45) - Compare and Contrast
  • (12:30) - Working Capital
  • (13:17) - Stimulus Checks for the Dead
  • (14:12) - Social Credit
  • (14:36) - More Browser Commoditization
  • (15:05) - QVC Returns
    • 17 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…