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:

October 30, 2023The Long, Long View of Interest Rates
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 Long, Long View of Interest Rates
(10:46) - Insiders
(13:12) - Threads
(14:09) - Where the Pandemic Didn't Happen
(14:49) - Leftovers
(15:19) - Opportunity Cost
...more
17min
October 23, 2023The Economics of Startup Swag
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 Economics of Startup Swag
(05:18) - Trappings of Success
(06:27) - Globalization and the Movies
(07:29) - AI & IP
(08:46) - AI & Religion
(09:48) - Innovator's Dilemma Epicycles
...more
12min
October 16, 2023A Bull Market in Facts; A Bear Market in Narratives
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 Bull Market in Facts; A Bear Market in Narratives
(06:09) - The Decline of Meme Stocks
(07:16) - Volatility
(08:12) - Lobbying as a Competitive Advantage
(09:09) - Goldman
(10:16) - "Name and Shame"
...more
12min
October 09, 2023Predicting, and Knowing What to Predict
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) - Predicting, and Knowing What to Predict
(07:27) - FTX Addenda
(10:41) - Slack and M&A Integration
(11:41) - The Global Meme Stock Rally
(12:57) - Shrinkage
(13:33) - The Coasian Border in Ridesharing
...more
16min
October 02, 2023Paradoxes of Productivity Growth
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) - Paradoxes of Productivity Growth
(08:11) - New FTX
(10:08) - Apple Search
(11:16) - The IPO Window
(12:04) - Markets in Everyone
(12:55) - The Dollar
...more
14min
September 25, 2023"Capital Light" is a Trait of the Cycle as well as the Industry
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) - "Capital Light" is a Trait of the Cycle as well as the Industry
(06:21) - Individual Bets and Risk Premia
(07:50) - Tinder's Price Discrimination
(08:38) - Smartphone Competition
(09:26) - The Partner-With-AI Arms Race
(10:29) - Mediocre Success
...more
12min
September 18, 2023Making A Match
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) - Making A Match
(11:49) - Instacart: Ahead of the IPO
(13:47) - Movie Clips and the Piracy Equilibrium
(15:00) - EVs and Public Choice Theory
(16:39) - Banks Retrench
(17:32) - China's Lost Decade?
...more
19min
September 11, 2023Price-First or Thesis-First Research?
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) - Price-First or Thesis-First Research?
(08:35) - Aging Up
(09:31) - Housing
(10:33) - Virality
(12:05) - LLM Arms Races
(13:26) - The Uber of X
...more
15min
September 04, 2023The Supply Chains of Bits and Atoms
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 Supply Chains of Bits and Atoms
(08:21) - 7nm
(09:20) - New Yahoo
(10:39) - Red Teams and AI Unit Economics
(11:52) - Horizontal Expansion
(12:57) - Private Markets
...more
15min
August 28, 2023Instacart is the Best and Worst Grocery Business Imaginable
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) - Instacart is the Best and Worst Grocery Business Imaginable
(14:47) - New Cities
(15:21) - Scraping
(16:19) - Klaviyo
(17:03) - Crowdfunding
(17:36) - Maturity Matching
...more
19min

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.