The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
Download on the App Store

The Diff episodes

  • Handy Robots
    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) - Handy Robots
  • (08:25) - It's Personal
  • (10:03) - Rationing
  • (10:37) - Penny Stocks
  • (11:47) - The Text Glut
  • (13:34) - Sora
    • 16 min
  • Apple, Occasionally a Commodities Trading House
    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) - Apple, Occasionally a Commodities Trading House
  • (06:08) - How Inflation Spreads
  • (07:50) - Reaching Your Target Audience
  • (10:00) - Labor Substitution
  • (11:05) - Agents
  • (12:04) - Financing
    • 14 min
  • Are We Already Building a Piecemeal AI Data Royalty Model?
    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 We Already Building a Piecemeal AI Data Royalty Model?
  • (05:30) - Refounding
  • (06:20) - User Acquisition Costs
  • (07:09) - Data Sharing
  • (08:05) - Fees
    • 10 min
  • America Has a Comparative Advantage in Handling Global Disorder
    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) - America Has a Comparative Advantage in Handling Global Disorder
  • (08:14) - A Word From Our Sponsors
  • (08:17) - Where We Are in the Cycle
  • (09:47) - Insurer of Last Resort
  • (10:27) - Marketplaces and Routers
  • (11:10) - Getting a Bid
  • (12:14) - Talent
    • 14 min
  • The Year of Convergence
    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 Year of Convergence
  • (09:03) - Ads
  • (10:10) - Maximalism
  • (10:50) - Comparative Advantage
  • (11:35) - Trader-in-Chief
  • (12:20) - GenAI
    • 14 min
  • Routers, Apps, AGI
    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) - Routers, Apps, AGI
  • (23:09) - Peripheral Bets
  • (23:59) - Fragmentation and Industry Maturity
  • (24:35) - Deepfakes as Pull Quotes
  • (25:12) - Benchmarks
  • (26:15) - Platforms
    • 28 min
  • In Defense of Generative Video Accelerationism
    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 Generative Video Accelerationism
  • (14:12) - Notifications
  • (15:14) - IP
  • (16:09) - Hyperliquidated
  • (17:45) - DOGE
  • (19:11) - Painting the Tape
    • 21 min
  • Media Gluts Happen at the Level of Distribution, not Content
    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 Gluts Happen at the Level of Distribution, not Content
  • (09:16) - Headline Risk
  • (10:02) - The Crypto Treasury Trade
  • (11:10) - The Paradox of Decentralization
  • (12:08) - TikTok
  • (13:04) - Signal and Noise
    • 15 min
  • A Sense of History
    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) - A Sense of History
  • (09:30) - Coasian Labor Markets
  • (12:06) - Industrial Policy
  • (13:05) - Trading
  • (13:41) - TikTok
  • (14:52) - Crypto Treasury M&A
    • 20 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…