The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • Thinking-Things-Through Privilege
    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) - Thinking-Things-Through Privilege
  • (08:11) - Trade Negotiations
  • (10:05) - M&A
  • (11:09) - AI and IP
  • (11:58) - Consolidation
  • (12:42) - Sourcing
    • 14 min
  • Information Economies and Institution Economies
    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) - Information Economies and Institution Economies
  • (07:58) - Distribution
  • (09:19) - Non-Tariff Barriers
  • (10:24) - Low-Background Text
  • (11:08) - Application Layer
  • (12:05) - Socks
    • 13 min
  • Finance as a Scale-Invariant Global Computer
    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) - Finance as a Scale-Invariant Global Computer
  • (06:29) - The Market
  • (08:45) - Supply and Demand
  • (09:38) - The March Continues
  • (10:43) - ETFs
  • (11:42) - Intellectual Property
    • 14 min
  • "Do Firms Need Juniors?" Might be the Wrong Question
    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) - "Do Firms Need Juniors?" Might be the Wrong Question
  • (06:02) - Solve for X + X
  • (07:45) - Refactoring
  • (08:21) - AI and Distribution
  • (09:11) - How Models Think
  • (10:14) - The AI Business Model
    • 12 min
  • There's More Than One Efficient Market Paradox
    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) - There's More Than One Efficient Market Paradox
  • (08:06) - Reciprocal Tariffs
  • (08:46) - AI Purgatory
  • (09:24) - Payments and Credit
  • (10:47) - LinkedInFluencers
  • (11:43) - Efficient Markets
    • 14 min
  • Klarna and the Two Pivots of 2022
    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) - Klarna and the Two Pivots of 2022
  • (11:00) - Crypto Adoption
  • (12:26) - Art Margin Calls
  • (13:13) - Liquidations
  • (14:07) - Corporate Espionage
  • (15:26) - DeepSeek
    • 17 min
  • Text and Telos
    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) - Text and Telos
  • (07:03) - Scaling
  • (07:49) - Retail Investors
  • (09:12) - Comparative Advantage
  • (09:47) - Transaction Costs and Corporate Structure
  • (10:58) - DeepSeek Governance
    • 13 min
  • Tools, Agents, Interfaces, and Synthetic Luck: AI Interaction Models
    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) - Tools, Agents, Interfaces, and Synthetic Luck: AI Interaction Models
  • (06:40) - Lyft Got Fined For Telling the Truth and is Now Compelled to Lie to Drivers
  • (09:59) - Ozempic and Signaling
  • (10:41) - Wargaming and Pivots
    • 13 min
  • Tokenomics, Revisited
    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) - Tokenomics, Revisited
  • (04:41) - AI and Education
  • (06:59) - Money Laundering
  • (07:54) - Agglomeration Economics
  • (08:49) - Threat Models
  • (09:24) - Universal Hardware
    • 11 min
  • Offshoring and AI Agents
    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:
  • (00:01) - Capital Structure
  • (01:12) - Designer Brands and Transaction Costs
  • (02:45) - SMBs
  • (04:27) - Top-Down Market Reform
  • (05:10) - Chosen Obligations
    • 7 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…