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
Aug 15, 2022 • 15min
Inventing Demand
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) - Inventing Demand
(08:18) - BNPL
(09:20) - Coopetition
(10:29) - Marketplaces and Ads
(11:34) - Last Mile, Last Users
(12:19) - Value and Rates
Aug 8, 2022 • 17min
Moderna's Bets: Moonshots and Platforms
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) - Moderna's Bets: Moonshots and Platforms
(12:38) - The China AI Stack
(13:09) - Closing the Loop
(13:50) - Ads and Addiction
(15:02) - The Second-Order Costs of Inflation
(15:58) - Fraud and Transaction Costs
Aug 5, 2022 • 13min
Tegus and the Research Stack
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) - Tegus and the Research Stack
(07:38) - Apple and Ads
(08:26) - MetaBonds!
(09:12) - Capex
(10:18) - Distribution
(11:00) - Expensive Executive Assistants
Aug 1, 2022 • 35min
Understanding Jane Street
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) - Understanding Jane Street
(32:01) - Pensions
(32:50) - Customer-Facing
(33:18) - Use Cases
(33:44) - Making a Market
(34:09) - Reflexive Energy Politics
Jul 25, 2022 • 14min
Is Everything Getting Old?
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 Everything Getting Old?
(10:07) - Parity
(11:36) - Work from Home
(12:03) - Surgery
(12:37) - Buffett and Energy
(13:33) - Splinternet Update
Jul 18, 2022 • 16min
Correlations go to One, in Good Ways and Bad
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) - Correlations go to One, in Good Ways and Bad
(10:32) - Network Effects, Pt. 1
(11:47) - Network Effects, Pt. 2
(12:28) - Rebalancing
(13:29) - Leapfrogging
(14:42) - Getting Funding
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
