The Diff

By Byrne Hobart

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 brea... more

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FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.

The Diff episodes:

May 28, 2024Get Used to a More Hallucinatory Search Experience
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) - Get Used to a More Hallucinatory Search Experience
(09:19) - Cap Structure Arbitrage and Elon Musk
(10:51) - Active, Passive, and Risk
(12:57) - Convergent Evolution
(14:09) - Market Timing
(15:01) - It's All Ads!
...more
16min
May 20, 2024One Edge or Many? Reflections on Renaissance Technologies
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) - One Edge or Many? Reflections on Renaissance Technologies
(11:22) - Retention
(12:24) - Training Data
(13:20) - Social Networking Primitives and Local Maxima
(14:33) - Renting
(15:02) - Ads
...more
16min
May 13, 2024Invisible Efficiencies
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) - Invisible Efficiencies
(06:49) - Making a Market
(07:53) - Outsourcing
(09:35) - Multicloud
(10:53) - Can Frackers Collude?
(12:37) - Infrastructure
(13:25) - Area Man Tweets
...more
15min
May 06, 2024Martingale Beliefs
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) - Martingale Beliefs
(07:18) - Country Equity
(08:25) - Costs and Benefits
(09:38) - Continuation Funds
(10:36) - Deepfaking the Dead and the Last Generation of Celebrities
(11:47) - Mature Financial Systems
...more
14min
April 29, 2024AI Ruins Education the way Pulleys Ruin Powerlifting
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) - AI Ruins Education the way Pulleys Ruin Powerlifting
(12:38) - The Other Kind of Bank Unwind
(13:30) - AI Asset Plays
(14:15) - Retail Rides Again
(14:59) - Single-Family Rentals
(16:21) - AI Math
...more
18min
April 22, 2024Who's Afraid of Index Funds?
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) - Who's Afraid of Index Funds?
(10:25) - The Market for Data
(11:52) - Crowded Careers
(12:42) - Black Boxes, Everywhere
(13:32) - Externalities
(14:45) - Intra-Elite Conflict
...more
17min
April 15, 2024Most Market Phenomena are Older than they Look
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) - Most Market Phenomena are Older than they Look
(06:58) - Labor Arbitrage
(07:40) - Reddit and Search
(09:23) - On-Prem
(10:21) - Audience of One
(11:07) - Ads Everywhere
...more
13min
April 08, 2024The Data Business, At Three Resolutions
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 Data Business, At Three Resolutions
(08:45) - The Instagram Numbers
(09:57) - Trader Pay
(11:08) - The Distribution of Near-Misses
(12:54) - Benefits
(13:34) - Funding Cycles
...more
15min
April 01, 2024Algorithmic Collusion
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) - Algorithmic Collusion
(08:38) - Operationalizing Secrecy
(09:36) - Product Convergence
(10:00) - Black Box Update
(10:49) - Data Scarcity
(11:41) - Cash Management
...more
13min
March 25, 2024The Duolingo Disaster That Wasn't
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 Duolingo Disaster That Wasn't
(07:34) - Chatbots
(08:31) - Alpha Capture
(09:45) - Coreweave
(10:58) - Preannouncements
(11:41) - AI's ROI
...more
13min

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.