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
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
Dec 17, 2021 • 27min
The Liberty Complex: Cash Flow Today, Taxes Eventually
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 Liberty Complex: Cash Flow Today, Taxes Eventually
(21:22) - A Word From Our Sponsors
(21:59) - Portal and Technology Prosthetics
(22:54) - Browsers as a Shopping Tool
(23:37) - BNPL Rules
(24:25) - John Kelly and YOLO Stocks
(25:56) - News Post-Trump
Dec 10, 2021 • 15min
Drone Delivery: Accelerating to Inevitable
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) - Drone Delivery: Accelerating to Inevitable
(09:18) - A Word From Our Sponsors
(09:56) - Media/Software Synthesis
(10:54) - The Working Capital Accelerant
(11:57) - Klarna Fills in the Gaps
(12:28) - Younger SPAC Targets
(13:24) - Consumer-Facing DeFi
Dec 3, 2021 • 11min
BuzzFeed and the Platform Squeeze
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) - BuzzFeed and the Platform Squeeze
(07:37) - A Word From Our Sponsors
(08:16) - The Great Unclogging
(08:49) - The First-Party Data Gold Rush
(09:31) - Open Data
(10:12) - Bitcoin Loans
(10:55) - The Arms Race
Nov 26, 2021 • 15min
What Happened to all the Diamonds in the Rough?
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 Happened to all the Diamonds in the Rough?
(08:59) - A Word From Our Sponsors
(10:20) - A Different EV Network Effect
(11:16) - Supply Chain KPIs
(11:45) - The Underwriter's Loop and Cyber Risk Insurance
(12:40) - Pro-Regulation Tech
(13:44) - Local Chips, Global Companies
