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
Jul 11, 2022 • 13min
The Perks of the Recent Keynesian Tech Boom
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 Perks of the Recent Keynesian Tech Boom
(06:43) - Celsius
(07:13) - The Uber Playbook
(09:52) - Price Discrimination and Amortization
(10:39) - Pricing Power
(11:46) - Sanctions
Jul 5, 2022 • 14min
The Network Before the Internet
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 Network Before the Internet
(07:47) - A Word From Our Sponsors
(08:18) - Operational Issues
(09:50) - The Cloud
(10:43) - Rent and Inflation
(11:52) - The Glut
(12:54) - Credit and Macro
Jun 27, 2022 • 15min
NextEra Energy's Green 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) - NextEra Energy's Green Growth
(09:10) - Specialized Cloud
(09:57) - Bailouts
(11:30) - Another Look at Inflation
(12:34) - Trucking Recession
(13:29) - Belt and Road Alternative
Jun 21, 2022 • 13min
Data's Limits and the Judgment Gap
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's Limits and the Judgment Gap
(07:14) - Mobility
(08:26) - More Housing, Just in Time
(09:26) - Wargamification
(10:35) - Worker Shortages
(11:43) - Taiwan
Jun 13, 2022 • 16min
Clean Trades and Dirty Hedges
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) - Clean Trades and Dirty Hedges
(09:49) - A Word From Our Sponsors
(10:27) - Cash as Cosmetics
(11:58) - Two Inflations
(12:46) - AI
(14:26) - Offline-to-Online
(14:59) - Starlink
Jun 6, 2022 • 19min
Valuation Metrics: A Cross-Examination
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) - Valuation Metrics: A Cross-Examination
(15:20) - What's Still Fundable (Con't.)
(16:09) - ESG and Measurement
(16:49) - Sentiment Tracking
(17:54) - Volatility
May 31, 2022 • 22min
AWS for Industry, But Better: The Railroad Investment Case
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) - AWS for Industry, But Better: The Railroad Investment Case
(18:21) - Smart Margin
(19:55) - Peak College?
(20:23) - Two-Sided Markets
(21:01) - Bonds
May 23, 2022 • 20min
Snap: The Relentless Quest to Own the Interface
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) - Snap: The Relentless Quest to Own the Interface
(13:55) - Media Convergence
(14:50) - What's Still Fundable
(16:03) - The Piracy Continuum
(16:48) - Crypto Relearns Regulation
(18:28) - Shrinking Alpha
May 16, 2022 • 17min
$1 Trillion Worth of Risky Loans Packaged Into Highly-Rated Securities is not the End of the World
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) - $1 Trillion Worth of Risky Loans Packaged Into Highly-Rated Securities is not the End of the World
(12:42) - Netflix's Explore/Exploit Strategy
(14:34) - EVs and Platforms
(15:16) - Third-Party Sellers
(16:20) - An Entrepreneurial Country
May 9, 2022 • 28min
Buy Now, Pain Later?
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) - Buy Now, Pain Later?
(24:36) - TikTok
(25:36) - Factors
(26:24) - Replacing Passwords, and a Big Tech Truce
(27:05) - Solve for the Disequilibrium
