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
Oct 8, 2021 • 26min
Discourses on Big Tech
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) - Discourses on Big Tech
(21:03) - A Word From Our Sponsors
(22:06) - Sticky Wage Growth
(23:04) - The Coal Boom
(23:55) - Equity and Collateral
(24:59) - Building an Apple Car vs Appleifying a Built Car
Oct 1, 2021 • 16min
Your Life is (Almost) a Call Option
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) - Your Life is (Almost) a Call Option
(09:29) - A Word From Our Sponsors
(10:32) - Reactive Strategy
(12:00) - Working it Out
(13:30) - Standardizing the Metaverse
(14:11) - Probability
(14:39) - When Payments Work
Sep 24, 2021 • 14min
Identity and the Login: Who Owns "Who's That?"
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) - Identity and the Login: Who Owns "Who's That?"
(08:28) - A Word From Our Sponsors
(09:08) - Facebook Apologetics
(11:13) - Food Delivery and Unit Economics
(12:38) - More Air Taxis
(13:11) - Business and China
Sep 17, 2021 • 16min
Yandex: Google Through the Looking Glass
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) - Yandex: Google Through the Looking Glass
(10:42) - A Word From Our Sponsors
(11:16) - Shifting the Curve
(12:26) - Where Housing Demand Comes From
(12:50) - Throughput
(13:33) - Lobbying
(14:38) - Customer Service-as-a-Service
Sep 10, 2021 • 16min
Modern Financial History Begins in 1998
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) - Modern Financial History Begins in 1998
(11:00) - Two Turnarounds
(12:07) - Smart Glasses
(13:23) - Credit Cards, Spending, and Splurging
(14:03) - The Cyclical CEO Condition
(15:07) - Permanent Pricing
Sep 3, 2021 • 13min
Globalized Talent and the Brand Grab
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) - Globalized Talent and the Brand Grab
(07:33) - Developing Vietnam
(08:58) - Liquidity, Discount Rates, and Theft
(09:41) - Shortages
(11:05) - Pigs and OPEC
(12:02) - Statistical Privacy
Sep 2, 2021 • 11min
Freshworks' Efficient Frontiers
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) - Freshworks' Efficient Frontiers
(06:07) - Ad Bugs
(07:09) - A Money Market Modest Proposal
(08:06) - Restructuring China Tech
(08:58) - Shrinking Shrinkage
(09:42) - Limits to Copying
Aug 27, 2021 • 15min
Warby Parker and EssilorLuxottica: Irresistible Force, Immovable Object
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) - Warby Parker and EssilorLuxottica: Irresistible Force, Immovable Object
(07:27) - A Word From Our Sponsors
(08:11) - Cutting the Apple Tax
(09:52) - Messaging
(11:10) - China and Security
(12:32) - Cyber Risk and Coordination
(13:12) - CEO Training
Aug 20, 2021 • 19min
The Dividend Futures Disaster Revisited: Anatomy of a Very Bad Trade
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 Dividend Futures Disaster Revisited: Anatomy of a Very Bad Trade
(11:13) - A Word From Our Sponsors
(11:52) - What's Big on Facebook
(12:43) - OnlyClothed?
(15:24) - Elite Overproduction as Risk Aversion
(16:11) - A Second Cleantech Boom
(17:29) - Chip Consolidation
(18:00) - Channel Shifts and Comp
Aug 13, 2021 • 13min
Magalu: Inside Brazils' Omnichannel Powerhouse
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) - Magalu: Inside Brazils' Omnichannel Powerhouse
(06:34) - A Word From Our Sponsors
(07:16) - The Privacy/Security/Centralization Axes
(08:18) - Factors of Production
(09:27) - VPNs and Streaming Price Discrimination
(10:41) - The Belt and Road Alternative
(11:32) - Privacy and Tradeoffs
