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
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
Sep 6, 2022 • 19min
A Taxonomy of 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) - A Taxonomy of Drawdowns
(13:18) - Watercooler Shows
(14:26) - Smart Thermostats
(15:08) - Substitutes and Complements
(16:25) - Monetization
(17:27) - Apple Ads
Aug 29, 2022 • 17min
Turning Non-Tradables Into Tradables
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) - Turning Non-Tradables Into Tradables
(10:43) - A Word From Our Sponsors
(11:19) - Grills
(12:30) - Ads
(13:43) - Pricing
(14:59) - Drops
(15:54) - Movies
Aug 22, 2022 • 14min
Hand-Crafted Artisanal Liquidity Provision
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) - Hand-Crafted Artisanal Liquidity Provision
(09:32) - Consolidation
(10:14) - Shareholder Activism
(11:17) - Cash Burn
(12:24) - PE and Software Compete to Eat the World
(13:19) - Reinsurer of Last Resort
Aug 18, 2022 • 12min
The Economics of Noncompetes
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 Noncompetes
(07:27) - Always a Bull Market Somewhere
(09:03) - SPACs
(09:45) - "Most-Hated Rally"
(10:58) - Pricing
(11:26) - Amazon and Seasonality
