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:

June 15, 2023Where Does Stripe Go From Here?
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) - Where Does Stripe Go From Here?
(10:43) - Deal Flow
(11:32) - Proprietary Data
(12:31) - Beyoncéflation
(13:09) - Pricing and Local Maxima
(14:28) - Funds and Spoils
...more
17min
June 12, 2023Unavoidable Drawdowns
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) - Unavoidable Drawdowns
(06:45) - Dumb Money
(08:08) - Adversarial Environments
(09:04) - Coasian Bargains in Immigration
(10:05) - Asset Allocation
(11:23) - Lock-In
...more
13min
June 05, 2023In Defense of Made-Up Metrics
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 Defense of Made-Up Metrics
(07:32) - Scaling the Non-Scalable
(09:49) - VR and Platform Ownership
(11:15) - What is a Bank?
(12:19) - The Non-Recession Recession, in One Graph
(13:23) - Going Direct
...more
15min
May 30, 2023Data, Prices, and Central Planning
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) - Data, Prices, and Central Planning
(09:02) - Japan Remains Cheap
(10:08) - Tipping and Price Discrimination
(11:10) - Bad News is Good News
(12:26) - Black Markets
(13:08) - Jobs
...more
16min
May 22, 2023Cava: One Brand, Many Channels
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) - Cava: One Brand, Many Channels
(07:41) - AI and Incumbents
(08:51) - Buying Reputation
(09:40) - Restaurant Pricing
(10:35) - Debt, Prices, and the Pull-Forward Effect
(11:46) - Assets and Distribution
...more
13min
May 15, 2023Why Do Equities Build So Much Wealth?
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) - Why Do Equities Build So Much Wealth?
(07:36) - Efficient Markets
(08:15) - Logistics
(09:28) - Markups
(10:02) - The New Geography
(10:34) - Marking to Market
...more
13min
May 08, 2023The Relationship-Transactional-Relationship Business Cycle
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 Relationship-Transactional-Relationship Business Cycle
(07:46) - Metrics at Twitter
(09:04) - Workarounds
(09:49) - Generative Ads
(10:14) - Elsewhere in AI
(10:55) - Banking
...more
13min
May 01, 2023SVB in Retrospect
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) - SVB in Retrospect
(09:01) - And in Other Banking News
(10:05) - States See Like Big Tech
(11:17) - Aggressive Competition
(12:12) - Agglomeration and Sports
(13:02) - The Narrow Rally
...more
15min
April 24, 2023Why The Answer Is So Often Ads
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) - Why The Answer Is So Often Ads
(07:33) - Strategic Shutdowns
(08:11) - Verification, Ads, and Membership
(08:49) - The China Cap Table
(09:28) - Very Long-Term Investing
(10:46) - Branding a Bank
...more
12min
April 17, 2023Working with a Copilot
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) - Working with a Copilot
(11:59) - Catching Up
(14:09) - Private Capital
(15:35) - AI Regulation
(17:17) - AI Stocks
(19:04) - Cars and Interfaces
...more
21min

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.