The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • What We'll Lose With AI
    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 We'll Lose With AI
  • (09:05) - Platforms and Reputation
  • (10:35) - General-Purpose Technologies
  • (11:26) - Court Politics
  • (12:46) - Post-Ozempic Snacking
  • (13:20) - The Next Phase of Crypto Treasury Strategies
    • 15 min
  • In Defense of the Ad Economy
    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 the Ad Economy
  • (09:45) - Wage Elasticity
  • (11:23) - Coopetition
  • (11:58) - Capital Structure
  • (12:46) - Market Breadth
  • (14:26) - Playing Chicken
    • 16 min
  • Gonzo Startups
    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) - Gonzo Startups
  • (07:01) - Don't Bet on a Third World War
  • (08:11) - Perplexity
  • (08:39) - Equity Compensation
  • (09:36) - Hiring
  • (10:36) - LLM SEO!
    • 12 min
  • What Happened to Working Your Way Up from the Mailroom?
    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) - Reasoning Models Don't Really Reason, But It's Fine: Computers Don't Really Think in 1s and 0s, Either
  • (05:51) - Guidance
  • (06:21) - Correlated Outages
  • (06:57) - Attrition
  • (07:52) - Policy Impact
  • (08:35) - Antitrust
    • 10 min
  • Search Remains the Best Business in 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) - Search Remains the Best Business in History
  • (09:38) - Equity Market Vigilantes
  • (10:27) - Scale
  • (11:15) - Volatility
  • (12:02) - Tariff Impact
  • (13:03) - Splits and Synergies
    • 15 min
  • Democratizing Complicated Financial Products is Inevitable, but Fraught
    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) - Democratizing Complicated Financial Products is Inevitable, but Fraught
  • (08:27) - Startup Fraud
  • (09:09) - Automation
  • (09:52) - Motivations
  • (10:31) - Ads
  • (11:15) - Utilization
    • 13 min
  • Adversarial Attacks in Statistical Arbitrage
    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) - And, elsewhere:
  • (00:03) - Banking
  • (00:44) - Financial Engineering
  • (01:20) - Hiring and Game Theory
  • (02:38) - Currency Blocs
  • (03:13) - AI SEO
    • 5 min
  • Competing Elite-Selection Mechanisms
    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) - TK Competing Elite-Selection Mechanisms
  • (06:39) - Left-Tail Outcomes
  • (08:18) - Downgrades and Giffen Goods
  • (10:21) - Bearer Instruments
  • (11:27) - Currency
  • (12:07) - Shipping
    • 14 min
  • Arbs Close, Infrastructure Remains
    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) - Arbs Close, Infrastructure Remains
  • (06:41) - Abundance and Realignment
  • (07:17) - AI Undeath
  • (08:11) - Basic Capital
  • (09:42) - Tariffs
  • (11:28) - Insurable Risks
    • 13 min
  • When Step One is to Light Money on Fire and Measure How Fast it Burns
    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) - When Step One is to Light Money on Fire and Measure How Fast it Burns
  • (06:21) - Groupchats and Norms
  • (09:56) - Venture
  • (10:23) - Made in America
  • (11:08) - Real Estate Elasticity
  • (11:47) - Lagging Investments
    • 13 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…