The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • Money and Legitimacy
    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) - Money and Legitimacy
  • (06:53) - Moats
  • (07:36) - Big Tech Sees Like a State
  • (08:43) - Shifting Costs
  • (09:31) - Managing Macro
  • (10:11) - Experimentation
    • 12 min
  • Auto-Paternalism
    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) - Auto-Paternalism
  • (05:11) - Growth
  • (06:58) - AI Deployment
  • (08:06) - S-Curves and TV
  • (09:04) - Increasing the Asymptote
  • (10:00) - China
    • 11 min
  • Look for Boring First
    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) - Look for Boring First
  • (07:27) - Moderation
  • (08:46) - ex-SBC
  • (10:26) - Platform Risk
  • (12:51) - Strategic Resources
  • (13:40) - Meta and AI
    • 15 min
  • Will The EU Choose to Compete?
    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) - Will The EU Choose to Compete?
  • (13:45) - Unit Economics
  • (15:02) - Coreweave and Capital Structure Arbitrage
  • (15:57) - AI and the Distribution Problem
  • (17:10) - Markets and Narratives
  • (18:15) - Convergence
    • 20 min
  • On Currencies
    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) - On Currencies
  • (08:23) - Taiwan and the US
  • (09:11) - Massaging the Numbers
  • (10:09) - First Loss
  • (10:56) - Pods
  • (11:54) - Fake Offers
    • 13 min
  • What, Exactly are we Trying to Tax?
    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, Exactly are we Trying to Tax?
  • (11:40) - Correlations
  • (12:33) - Reorganization
  • (13:57) - Dating Copilots
  • (15:24) - Thematic Investing
  • (16:42) - Bid Density
    • 18 min
  • Mission and Variance
    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) - Mission and Variance
  • (05:37) - Transitory, After All
  • (07:38) - The Amazon Model
  • (08:46) - Contextual Ads
  • (09:57) - The PE and Sports Transition
  • (11:24) - Credit and Insurance
    • 13 min
  • Building the Oracles
    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 the Oracles
  • (07:07) - Price Discrimination in Media
  • (07:53) - AI-Generated Propaganda
  • (08:54) - War Economies, Redux
  • (09:40) - Unbundling and Rebundling
  • (10:26) - Attrition
    • 12 min
  • Our Surprisingly Capital-Abundant World
    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) - Our Surprisingly Capital-Abundant World
  • (05:58) - Audience Capture at Two Levels
  • (06:58) - Does Crypto Add Value to Financial Markets?
  • (09:21) - Continuation Funds, Club Deals, and the New Equity Market
  • (11:07) - Implementation Details
  • (12:30) - Anti-Goldilocks Economy for Junk Loans
    • 15 min
  • P&L Beta: How Much You Keep out of How Much You Make
    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) - P&L Beta: How Much You Keep out of How Much You Make
  • (06:51) - A Word From Our Sponsors
  • (07:25) - Narratives and Volatility
  • (08:14) - The New Acqui-hire Model
  • (10:34) - A Good Trade
  • (11:55) - Terms
  • (12:57) - Celebrity AI Economics
    • 15 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…