The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • Free Press vs Free Expression
    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) - Free Press vs Free Expression
  • (10:27) - The Apocalypses That Weren't
  • (11:20) - Bureaucracy APIs
  • (12:16) - Big Tech Sees Like a State
  • (13:01) - Facebook's Prediction Markets
  • (13:53) - Outflanking Carta
  • (14:22) - Japan and Corporate Espionage
    • 16 min
  • The Invention of Postwar Europe
    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 Invention of Postwar Europe
  • (06:20) - A Word From Our Sponsors
  • (06:48) - Identity (pt 1)
  • (07:49) - Identity (pt 2)
  • (08:44) - Google Outsources the Ultra-Long-Tail
  • (09:30) - YouTube and the Influencers
  • (10:09) - Putin on Geopolitics
  • (10:38) - Tech and Externalities
  • (11:40) - The German Enron
    • 13 min
  • Communications, Commerce, and Money as the High-Order Bit
    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) - Communications, Commerce, and Money as the High-Order Bit
  • (07:29) - Levered Pensions
  • (09:26) - Bankrupt Stocks: Not a Great Bet
  • (10:03) - Chip Wars
  • (11:29) - The Fame Market
  • (12:10) - Inflation and Missing Prices
    • 14 min
  • Lemonade: Solving the Market for Lemons
    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) - Lemonade: Solving the Market for Lemons
  • (11:55) - A Word From Our Sponsors
  • (12:35) - Zoom Transpacific Problem
  • (13:29) - Drawdowns
  • (15:39) - Chris Cox Returns to Facebook
  • (16:30) - Reopening and Stay-Opening
  • (17:37) - Short Laws
  • (18:11) - Tech Astroturf
  • (18:59) - Partner Banks
  • (19:17) - Hertz's Plan to Wipe Out Slightly More Shareholders
    • 22 min
  • Incumbents, Not Startups, Are Regulatory Arbitrageurs
    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) - Incumbents, Not Startups, Are Regulatory Arbitrageurs
  • (07:07) - Limits to Automation
  • (08:22) - Silver Lake
  • (09:58) - 1830, 1930, 2030
  • (10:35) - Google Dissolves the Webpage
  • (11:11) - Globalizing Cybersecurity
  • (11:58) - Private Equity in 401Ks
    • 13 min
  • The Bloomberg Terminal Shows How to Create Virtual Economic Cluster
    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 Bloomberg Terminal Shows How to Create Virtual Economic Cluster
  • (06:13) - A Word From Our Sponsors
  • (07:10) - Big Tech M&A
  • (07:54) - Europe Reopens for Vacation Season
  • (08:19) - Reverse Hong Kong
  • (09:05) - Microsoft Subsidiary Disrupts Microsoft Subsidiary
  • (09:48) - Airbnb for Warehouse Space
  • (10:29) - A16Z on Accounting Versus Economics
  • (12:03) - How Social Engineering Drives Technology
  • (13:48) - Systematic Value, Re-Revisited
  • (14:24) - How Stripe Scales Remote
    • 16 min
  • You Learn From Good Businesses and Bad Trades
    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) - You Learn From Good Businesses and Bad Trades
  • (13:45) - A Word From Our Sponsors
  • (14:31) - ByteDance
  • (15:00) - Clubhouse
  • (15:56) - What's China Up To?
  • (17:25) - The Cloud
  • (18:25) - Facebook Goes More Remote
  • (19:04) - Italy's Financial Engineering
    • 21 min
  • Bretton Woods Revisited
    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) - Bretton Woods Revisited
  • (10:37) - Facebook/Giphy
  • (12:21) - Africa and Covid-19
  • (13:02) - China, Chips
  • (13:38) - Italy Doesn't Plan to Miss Tourist Season
  • (14:12) - Good Bubbles
    • 16 min
  • The Future of Remote Work is not That Remote
    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 Future of Remote Work is not That Remote
  • (09:28) - A Word From Our Sponsors
  • (10:06) - Multilateralism
  • (11:01) - Unilatéralisme
  • (11:58) - 51% of Ad Dollars Spent, Not Wasted
  • (12:35) - Domestic Fabs
  • (13:27) - Google Privatizes the Web
  • (14:08) - Restaurant Software; Restaurants as Software
    • 16 min
  • VC and Public Choice: Logo-Hunting and Optionality
    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) - VC and Public Choice: Logo-Hunting and Optionality
  • (07:11) - Negative Oil Futures: Almost Precedented
  • (08:41) - Uber: Meet the New Boss
  • (10:39) - Zoom Makes Progress
  • (11:22) - California Approaches a 2009-Level Deficit
  • (11:53) - Quantifying Gouging
  • (12:30) - This Time is Different
    • 14 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…