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 289 episodes available.

The Diff episodes:

December 04, 2023In Investing, and in Life, The More Timeless the Discovery the More It's a One-Off Gain
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 Investing, and in Life, The More Timeless the Discovery the More It's a One-Off Gain
(08:01) - Airlines
(09:21) - Deflation
(10:07) - VC
(10:32) - Automation
(11:13) - Vertical Integration
...more
13min
November 27, 2023Can Argentina Dollarize? Should They?
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) - Can Argentina Dollarize? Should They?
(07:06) - 0DTEs
(08:57) - Corporate Politics
(09:45) - Ads and Sports
(11:15) - AI Creating Jobs
(11:48) - Marketing Real Estate
...more
13min
November 20, 2023Risk: Too Much, Too Little, the Wrong Kind, or the Wrong Measure?
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) - Risk: Too Much, Too Little, the Wrong Kind, or the Wrong Measure?
(05:55) - OpenAI's Oops D'Etat
(11:05) - Meta
(12:10) - Unit Economics and the Japanese Labor Force
(13:15) - Cruise
(13:50) - Growth and Corruption
...more
15min
November 13, 2023What Do Proof-of-Work and Proof-of-Stake Really Prove?
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 Do Proof-of-Work and Proof-of-Stake Really Prove?
(05:12) - Social Network Nuances
(06:02) - The Cost of Dropping Ads
(07:03) - Credit Outlook
(08:10) - Investment Niches
(08:51) - Wages
...more
10min
November 06, 2023LLMs and Communicating in More Dimensions
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) - LLMs and Communicating in More Dimensions
(04:58) - Cruise's Asymptotes
(07:02) - Shrinkage
(08:12) - Open Source Economics
(09:12) - Derivatives and the Underlying
(09:53) - Shorting
...more
11min
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

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 289 episodes available.