The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • On Faking It 'Til You Make It
    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) - On Faking It 'Til You Make It
  • (08:01) - GPU Clouds
  • (08:55) - Going Global
  • (09:51) - Prediction Markets
  • (10:41) - Revenge Trading
  • (11:41) - Authenticity
    • 14 min
  • The Autistic Half-Century
    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 Autistic Half-Century
  • (11:58) - Burn Rates
  • (13:06) - Round-Tripping
  • (13:41) - AI and IP
  • (14:36) - IPOs and Network Effects
  • (15:46) - Spinoffs
    • 17 min
  • Rumor Markets
    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) - Rumor Markets
  • (08:14) - Legitimacy
  • (10:25) - Tariffs
  • (11:26) - AI and Complements
  • (12:21) - Tariffs and Elasticity
  • (13:15) - Economic Nationalism
    • 15 min
  • Figure and the Crypto Mullet Strategy
    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) - Figure and the Crypto Mullet Strategy
  • (09:17) - Billions
  • (10:09) - Intel
  • (11:09) - Negotiating the AI Transition
  • (11:47) - Price Discrimination
  • (12:52) - Sanctions
    • 15 min
  • Corporate Populism
    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) -
  • (04:19) - Credit Spreads
  • (04:57) - Retail and Institutions
  • (05:38) - Scale
  • (06:12) - Non-Tariff Barriers
  • (07:11) - Technology Adoption
    • 9 min
  • Concentrate
    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) - Concentrate!
  • (07:31) - Coasian Geopolitics
  • (09:00) - Relaunching
  • (10:13) - Tariff Inversion
  • (11:16) - Crypto Holdcos
  • (12:22) - Buybacks
    • 15 min
  • What Would the Aftermath of the AI Bust Look Like?
    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) - What Would the Aftermath of the AI Bust Look Like?
  • (09:37) - Succession
  • (10:29) - The Stats
  • (12:58) - Going Direct
  • (13:40) - Banks are Back
  • (14:17) - Young Founders
    • 16 min
  • Strip-Mining the Maybesphere
    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) - Strip-Mining the Maybesphere
  • (09:28) - Regulatory Clarity
  • (10:15) - Eurobonds
  • (11:17) - Just-In-Time
  • (11:59) - Ratings
  • (13:14) - The Crypto Credit Cycle
    • 15 min
  • The Finance of Alchemy
    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 Finance of Alchemy
  • (08:01) - SPACs, Back
  • (08:46) - Sanctions and Supply Chains
  • (09:17) - AI Filtering
  • (10:13) - Measurement Errors
  • (11:19) - Data Labeling
    • 13 min
  • Compensation as Game Design
    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) - Compensation as Game Design
  • (13:00) - More on Talent
  • (14:21) - Financial Engineering
  • (15:06) - Where We Are in the Cycle
  • (15:46) - Product/Service Complementarity
  • (16:41) - The Missing Panic
    • 18 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…