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
Feb 18, 2022 • 13min
How Would You Run a 10,000-Year Endowment?
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 Would You Run a 10,000-Year Endowment?
(07:55) - A Word From Our Sponsors
(08:39) - Buy-to-Sell?
(09:30) - Dematerializing Gaming
(10:37) - New Profits in Old Media
(11:35) - Insourcing
Feb 14, 2022 • 11min
VC and the Systematic Search for Outliers
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) - VC and the Systematic Search for Outliers
(05:44) - The Paradox of Decentralization and NFTs
(07:05) - Pigouvian Benefits Update
(07:46) - Two Kinds of Growth
(09:03) - Accidental Shortages
(09:43) - LNGeopolitics, Continued
Feb 11, 2022 • 11min
The Factorio Mindset
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 Factorio Mindset
(07:14) - The Carbon Rally
(08:21) - The Bridge
(09:03) - Housing and Rates
(09:49) - Full Stack Media
(10:16) - Buying Out Contracts
Feb 4, 2022 • 14min
What Happens When You Buy at an All-Time High?
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) - What Happens When You Buy at an All-Time High?
(05:57) - Amazon and Ads Ads Ads!
(08:22) - NFTs as Tickets
(09:50) - Wages: Who's Losing?
(10:56) - Media-to-Monetization
(12:19) - Negawatts
Jan 28, 2022 • 12min
Learning from Overdetermined Failure
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) - Learning from Overdetermined Failure
(08:01) - Blackstone Buys the Dip
(09:13) - Growing an Ecosystem
(10:12) - Shortages are Demand-Side, Not Supply-Side (Again)
(10:56) - Pricing out Values
Jan 21, 2022 • 15min
Reflexivity in Tech Returns: Talent Chasing Money Chasing Talent
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) - Reflexivity in Tech Returns: Talent Chasing Money Chasing Talent
(10:58) - Fixed Costs and Airlines
(11:43) - Goods Shortages and Worker Shortages
(12:16) - Marketing and Diversification
(13:01) - OverSPACed
(13:47) - Talent Shortages
Jan 14, 2022 • 13min
Keeping Options Open: The Equity Compensation Story
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) - Keeping Options Open: The Equity Compensation Story
(09:10) - Prime Elasticity
(10:22) - Labor Arbitrage
(11:08) - Location Arbitrage
(12:07) - Legal Accessibility
Jan 7, 2022 • 14min
Facial Recognition as a Pareto Technology
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) - Facial Recognition as a Pareto Technology
(09:43) - Aligned Incentives
(10:40) - Lord, Make Me Low-Emissions—But Not Yet
(11:33) - Elasticity
(12:32) - Google/TikTok Coopetition
(13:14) - The Remittance Economy
Dec 23, 2021 • 15min
Daloopa: Data-to-Information Accelerant
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) - Daloopa: Data-to-Information Accelerant
(10:12) - Covid Zero vs Ο-Variant
(10:50) - Covid Hormesis
(11:54) - Life on Planet Baumol
(12:45) - The Right Amount of Fraud
(14:03) - Selective Disclosure
Dec 22, 2021 • 13min
AndCo Remixes Commercial Real Estate
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) - AndCo Remixes Commercial Real Estate
(09:07) - Privatizing Emissions
(10:04) - The Put-Seller of Last Resort
(10:55) - Prayer-as-a-Service
(11:37) - (Voluntary) Crypto Regulation
(12:19) - Grinchbots
