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
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
Nov 19, 2021 • 14min
Defensive Monopolies
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) - Defensive Monopolies
(07:42) - A Word From Our Sponsors
(09:15) - Supply Chain Disruption and Retail Membership Programs
(10:14) - Evergrande and Unlimited Liability
(11:14) - Alameda Goes Direct
(12:02) - Off-Brand
(12:43) - State-sponsored VC
Nov 12, 2021 • 14min
The Coming Carbon Short-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) - The Coming Carbon Short-Squeeze
(09:37) - The Streaming Race
(10:34) - Captive Banks
(11:09) - Construction Credit
(11:53) - Illiquidity Doesn't Always Pay
(12:46) - Instacart Shifts Further Towards Ads
Nov 5, 2021 • 15min
The Promise and Paradox of Decentralization
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 Promise and Paradox of Decentralization
(12:04) - Valuation Arbitrage
(12:47) - Labor Liquidity
(13:52) - Pricing Power
Oct 29, 2021 • 17min
What's a Ponzi Scheme? What Isn't?
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's a Ponzi Scheme? What Isn't?
(08:39) - A Word From Our Sponsors
(09:14) - Meta
(13:18) - ROE and CAPM
(15:49) - Expensive Cheap Energy
Oct 22, 2021 • 12min
Blimps, Bots, and the Future of Cargo
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) - Blimps, Bots, and the Future of Cargo
(07:45) - Bitcoin's Long March: Pensions
(08:40) - Last Mile
(09:20) - Google's Laffer-Style Tax Cut
(10:38) - Sales
Oct 15, 2021 • 11min
FedEx: Two Bets on Network Effects
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) - FedEx: Two Bets on Network Effects
(07:24) - Aging Into Owning the Metaverse
(08:14) - Fake Reviews
(08:47) - Ads and Addicts
(09:53) - Coal
