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:

January 16, 2024A Theory of Grift
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 Theory of Grift
(08:40) - Buy The Change You Wish to See in the World
(10:27) - Schmuck Insurance
(11:22) - Uncertainty
(12:23) - Block Trading
(14:59) - Ads
...more
17min
January 08, 2024Why Does Any Company Own its Corporate Headquarters?
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) - Why Does Any Company Own its Corporate Headquarters?
(09:36) - The Noise Election
(11:04) - Automation
(12:03) - Complementary Businesses
(14:26) - Talent Cycles
(15:22) - The Mechanics of Regulatory Moats
...more
17min
January 02, 2024How Many Trillion-Dollar Companies Should There Be?
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) - How Many Trillion-Dollar Companies Should There Be?
(09:57) - Choice
(11:09) - Durables
(12:01) - Lobbying
(12:55) - The China Model
(13:37) - Training Data
...more
15min
December 18, 2023How Should Higher Education Be Financed?
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) - How Should Higher Education Be Financed?
(10:28) - Accredited Investors
(11:54) - Gambling on Gambling
(12:41) - Price Discrimination
(13:25) - In Play
(14:19) - Even More Product Convergence
...more
16min
December 11, 2023Graduating to Parallelized Strategies
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) - Graduating to Parallelized Strategies
(07:16) - AAI
(08:13) - OpenAI
(10:36) - Twitter
(11:31) - Pod Shop Math
(12:22) - Privacy, Security, and Monopoly
...more
14min
December 04, 2023In Investing, and in Life, The More Timeless the Discovery the More It's a One-Off Gain
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 Investing, and in Life, The More Timeless the Discovery the More It's a One-Off Gain
(08:01) - Airlines
(09:21) - Deflation
(10:07) - VC
(10:32) - Automation
(11:13) - Vertical Integration
...more
13min
November 27, 2023Can Argentina Dollarize? Should They?
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) - Can Argentina Dollarize? Should They?
(07:06) - 0DTEs
(08:57) - Corporate Politics
(09:45) - Ads and Sports
(11:15) - AI Creating Jobs
(11:48) - Marketing Real Estate
...more
13min
November 20, 2023Risk: Too Much, Too Little, the Wrong Kind, or the Wrong Measure?
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) - Risk: Too Much, Too Little, the Wrong Kind, or the Wrong Measure?
(05:55) - OpenAI's Oops D'Etat
(11:05) - Meta
(12:10) - Unit Economics and the Japanese Labor Force
(13:15) - Cruise
(13:50) - Growth and Corruption
...more
15min
November 13, 2023What Do Proof-of-Work and Proof-of-Stake Really Prove?
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 Do Proof-of-Work and Proof-of-Stake Really Prove?
(05:12) - Social Network Nuances
(06:02) - The Cost of Dropping Ads
(07:03) - Credit Outlook
(08:10) - Investment Niches
(08:51) - Wages
...more
10min
November 06, 2023LLMs and Communicating in More Dimensions
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) - LLMs and Communicating in More Dimensions
(04:58) - Cruise's Asymptotes
(07:02) - Shrinkage
(08:12) - Open Source Economics
(09:12) - Derivatives and the Underlying
(09:53) - Shorting
...more
11min

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.