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
Apr 8, 2022 • 16min
Regulating Big Tech is a Product Problem
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) - Regulating Big Tech is a Product Problem
(10:27) - Failing Fast
(12:20) - More Signs of Slower Inflation
(13:10) - Six-Figure Truckers
(14:07) - Free/Frictional Complements
(15:01) - Shadow Banking
Apr 1, 2022 • 12min
NFTs and the Money/Status Exchange Rate
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) - NFTs and the Money/Status Exchange Rate
(07:29) - Demand Management
(08:19) - Influencers
(09:11) - Downsides to Scaling
(09:47) - Look-Through Emissions
(10:39) - Lore
Mar 25, 2022 • 12min
What Works in SaaS Pricing
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 Works in SaaS Pricing
(07:33) - Reformatting Competition
(09:10) - Ending Oil Won't End Energy Politics
(10:04) - The Bullwhip Effect in Discounters
(10:56) - Russia's Gold
Mar 11, 2022 • 13min
HelloFresh: Mealkits Can Work After All
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) - HelloFresh: Mealkits Can Work After All
(07:37) - PR Campaigns for Ads
(08:49) - Underperformance
(09:42) - Monetizing Dead Mileage
(10:35) - Movies and Dynamic Pricing
(11:27) - Peloton and Inventory Management
Mar 4, 2022 • 14min
Plaid: Data Layer to Payments Layer
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) - Plaid: Data Layer to Payments Layer
(09:10) - The Next Conflicts
(10:06) - Decentralization as a Liability
(11:42) - Decentralization as an Asset
(12:34) - Reopening
(13:39) - Succession Problems
Feb 25, 2022 • 14min
Match Group and Managed Dissatisfaction
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) - Match Group and Managed Dissatisfaction
(08:29) - Revolving Doors
(09:36) - Sanctions
(10:58) - Iterating
(11:54) - Bad Funds, Conflicts, and Bias
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
