The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • V-Shaped Recovery for Me, L-Shaped Recovery for Thee: The Aftermath
    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) - V-Shaped Recovery for Me, L-Shaped Recovery for Thee: The Aftermath
  • (07:29) - Supply Chains and Deflationary Bullwhip Effects
  • (08:25) - Microsoft Commoditizes the Complement
  • (09:25) - "I think this is the future"
  • (09:57) - Apple's Demographic Crunch
  • (10:30) - State Bailouts
  • (11:11) - Adpocalypse: Bad News and Green Shoots
    • 13 min
  • The Rise, Fall, and Rebirth of Airline Fuel Hedges
    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 Rise, Fall, and Rebirth of Airline Fuel Hedges
  • (09:23) - Amazon's Decentralization and Reputational Risk
  • (10:37) - More Adpocalypse
  • (11:30) - Tax Policy as Accidental Industrial Policy
  • (12:47) - More Clever Policy Plans
    • 14 min
  • Sparta, LARPs, and Ivies
    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) - Sparta, LARPs, and Ivies
  • (04:57) - Out-Aggregating Amazon
  • (05:24) - YC Undoes Something That Doesn’t Scale
    • 8 min

About The Diff

From the publisher's feed

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…