The Diff
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 breakdowns and macroeconomics.
Episodes
Mentioned books
Nov 8, 2022 • 13min
The Beloved Regional Grocery Store Chain Model
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 Beloved Regional Grocery Store Chain Model
(07:15) - The Microcap Manipulation Boom Continues
(08:41) - Persistence
(09:58) - Bad Hedges
(11:12) - Repurposing Assets
(12:18) - Comebacks
Nov 7, 2022 • 13min
Kroger / Albertsons: Buying Data in Bulk
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) - Kroger / Albertsons: Buying Data in Bulk
(06:10) - Meme Shorts in Crypto
(08:48) - Unfiring
(09:52) - Will Expensive Food Cause Expensive Food?
(10:25) - The Outrage Cycle
(11:24) - Stability and Financial Repression
Oct 31, 2022 • 13min
Is Mental Math Part of the Current Meta?
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) - Is Mental Math Part of the Current Meta?
(07:15) - Diseconomies of Scale
(08:58) - Licensing
(10:06) - Inflation
(10:52) - Normalization
(11:41) - Ads: Content and Context
Oct 24, 2022 • 21min
Snowflake 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) - Snowflake Revisited
(15:28) - A Word From Our Sponsors
(16:11) - Microsoft's Antitrust Edge
(16:47) - The Free Time Dividend
(17:28) - Feedback Loops
(18:32) - The News Business
(19:50) - Ending the Traffic Jam
Oct 17, 2022 • 17min
The Rise of Single-Result Search Products
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 Rise of Single-Result Search Products
(09:54) - Mango Manipulation
(13:10) - The Other Emerging Labor Shortage
(14:23) - China's Labor Shortage
(15:10) - Unspinning
(16:14) - Bad News
Oct 10, 2022 • 22min
Newsletter Economics in 2022
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) - Newsletter Economics in 2022
(15:35) - Dogfooding the Metaverse
(17:27) - Distribution
(18:12) - Rebundling
(19:44) - Negative Yields
(20:34) - The Labor Shortage Continues
Oct 3, 2022 • 19min
The Counterintuitive Economics of Hiring
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 Counterintuitive Economics of Hiring
(13:44) - Smartphones and Distributed Law Enforcement
(15:16) - Actors as IP
(16:08) - Microtransactions
(16:52) - Partnerships
(18:16) - Streaming
Sep 26, 2022 • 12min
The Porsche IPO and Mass Luxury
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 Porsche IPO and Mass Luxury
(07:00) - Growing Out of an Energy Deficit?
(08:16) - Subscription Travel
(09:03) - An ETF For Everything
(10:32) - He Is More Machine Now Than Man
(11:06) - Talent
Sep 19, 2022 • 19min
How Does Upwork Work?
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) - How Does Upwork Work?
(12:53) - Captions
(14:08) - Robotics
(15:02) - Fixing Airports
(16:03) - Capex
(17:13) - YouTube Shorts
Sep 12, 2022 • 14min
The Other "MoviePass Economy"
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 Other "MoviePass Economy"
(09:59) - Economists
(10:40) - Regulatory Outsourcing
(11:10) - Come for the Network, Stay for the Tool
(12:20) - Oil
(13:08) - Covid and Social Mobility
