The Diff

The Diff

By Byrne HobartBusinessTechnologyInvesting
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The Diff episodes

  • Meta's Open-Source AI Economics, Re-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) - Meta's Open-Source AI Economics, Re-Revisited
  • (08:26) - A Word From Our Sponsors
  • (08:29) - The Quantum Gambit
  • (09:33) - Monetizing Volatility
  • (10:45) - Banking and Credit
  • (12:03) - How Long is the Long Game?
  • (13:26) - Sticky Expectations
    • 15 min
  • Software is the new Hardware
    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) - Software is the new Hardware
  • (07:18) - Vendor Risk
  • (08:19) - Hardware and Software
  • (09:44) - Compounding
  • (10:41) - AI as an Interface
  • (11:38) - Rotation
    • 14 min
  • The Quality Factor
    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 Quality Factor
  • (05:21) - Predictions
  • (07:03) - The 4Chan of Crypto
  • (07:54) - Adverse Selection
  • (08:57) - AI and Ads
  • (09:59) - Algorithmic Collusion
    • 12 min
  • “Bullshit Jobs” is a Terrible, Curiosity-Killing Concept
    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) - “Bullshit Jobs” is a Terrible, Curiosity-Killing Concept
  • (17:48) - A Word From Our Sponsors
  • (18:30) - Sanction Economics
  • (20:00) - Exiting
  • (21:19) - Building Complements
  • (22:18) - Shares and Votes
  • (24:00) - Quality Problems
    • 26 min
  • The Supply Chain of Talent
    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 Chain of Talent
  • (07:36) - Getting the Cycle Right
  • (08:55) - Regulatory Arbitrage in E-Commerce
  • (10:04) - Dry Powder and Meta-Stability
  • (11:11) - The Split Market
  • (12:00) - Transmission Mechanisms
    • 14 min
  • Fertilizer and Toxins
    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) - Fertilizer and Toxins
  • (07:50) - Margins
  • (08:41) - A Better, Costlier Alexa
  • (09:30) - Elasticity
  • (11:08) - Counterparty Risk, Served Two Ways
  • (12:20) - The Universal Denominator
    • 14 min
  • "Nobody Knows Anything": Backtests are Hard
    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) - "Nobody Knows Anything": Backtests are Hard
  • (06:59) - The Economics of Hacking
  • (07:43) - Lead Generation
  • (09:30) - Adverse Selection
  • (10:58) - Tip Economics
  • (12:36) - First and Last Resort
    • 14 min
  • The Bid/Ask View of Who Gets to Raise and What Gets Traded

    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 Bid Ask View of Who Gets to Raise and What Gets Traded
  • (06:40) - A Word From Our Sponsors
  • (07:38) - Privacy and Insurance
  • (08:59) - AI Fragmentation
  • (09:40) - Too Central to Fail?
  • (10:45) - Meritocracy
  • (11:54) - Activism
    • 13 min
  • Details!
    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) - Details!
  • (08:53) - A Word From Our Sponsors
  • (09:48) - The Google Feedback Loop
  • (10:42) - Fees on What?
  • (12:41) - The Micro Meta Turnaround
  • (14:34) - Yes, We're Doing the Meme Stock Thing Again
  • (15:39) - Diverisification
    • 18 min
  • Get Used to a More Hallucinatory Search Experience
    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) - Get Used to a More Hallucinatory Search Experience
  • (09:19) - Cap Structure Arbitrage and Elon Musk
  • (10:51) - Active, Passive, and Risk
  • (12:57) - Convergent Evolution
  • (14:09) - Market Timing
  • (15:01) - It's All Ads!
    • 16 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…