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 271 episodes available.

The Diff episodes:

February 26, 2024Exposed! Your Torrid Love Affair With Airline Fees
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) - Exposed! Your Torrid Love Affair With Airline Fees
(08:43) - Malicious Compliance
(11:01) - Sanctions and Third Countries
(12:00) - Bing and BATNAs
(13:19) - Celebrity Endorsements and Binary Outcomes
(14:10) - Supply/Demand Balance
...more
16min
February 20, 2024Building for Power Users
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) - Building for Power Users
(10:16) - Adtech and "Sky Bridges"
(11:04) - SuperMicro!
(12:57) - GDP YoY
(13:43) - Black Boxes
(14:43) - Pods and Cycles
...more
16min
February 13, 2024Antithesis: Debugging Debugging
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) - Antithesis: Debugging Debugging
(12:59) - Rebooting
(13:40) - AI, UGC, and Communities
(14:18) - Land Rushes
(15:21) - AI and Share Shift
(16:20) - Nirvana
...more
18min
February 12, 2024AI-Based Disinformation Will Not Be An Especially Big Deal in the 2024 Election
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-Based Disinformation Will Not Be An Especially Big Deal in the 2024 Election
(06:10) - Discount Pods
(07:22) - China and Real Estate
(08:26) - Microcaps
(09:30) - Unraveling
(10:14) - Market Structure
...more
12min
February 05, 2024Is "Social" an Enduring Category or Just a Phase?
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) - Is "Social" an Enduring Category or Just a Phase?
(07:13) - The Carbon Discount Rate
(08:43) - Alternative Data
(10:16) - Transitory Lessons
(11:17) - App Economics
(12:15) - Where Does the Basis Trade Come From?
...more
14min
January 29, 2024Being Not-a-Tech-Company
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) - Being Not-a-Tech-Company
(08:52) - Media
(10:41) - News: Supply and Demand
(11:56) - Preferred Habitats
(12:49) - Liquidation
(14:12) - The Activism Cycle
...more
16min
January 22, 2024Momentum, Intellectual Humility, and Missing Pieces of the 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) - Momentum, Intellectual Humility, and Missing Pieces of the Model
(06:57) - War Finance Meets Green Finance
(08:03) - AI-Assisted Creativity
(08:56) - Property Rights and Mortal Institutions
(09:41) - Complements
(10:25) - Hedge Funds
...more
12min
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

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 271 episodes available.