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
Jul 6, 2021 • 18min
The Robinhood Challenge
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 Robinhood Challenge
(12:38) - Another Gulf Carrier?
(13:37) - Air Buyout
(14:06) - The AI Layer
(14:50) - Didi and Information Asymmetry
(15:53) - Strategic SPACs
Jul 2, 2021 • 17min
Chumboxes or Trust-Busters? Taboola and Outbrain
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) - Chumboxes or Trust-Busters? Taboola and Outbrain
(12:07) - Sticky Wages
(12:46) - Robinhood!
(13:53) - Search Engines
(15:09) - 1-to-M-of-N Secret Sharing
(16:02) - Housing
Jun 25, 2021 • 11min
We are All Buffettologists Now
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) - We are All Buffettologists Now
Jun 18, 2021 • 15min
Shifting the Global Kuznets Curve: Why Climate Matters More
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) - Shifting the Global Kuznets Curve: Why Climate Matters More
(09:32) - Online-to-Offline
(10:20) - Consolidation
(11:10) - Unintended Consequences
(12:02) - Supply Chains as Banking Systems
(13:22) - International Software Nationalism
Jun 11, 2021 • 30min
A Normal Country?
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) - A Normal Country?
(27:18) - Negative-Marginal-Cost Billboards
(28:17) - Spillovers
(28:44) - Piecemeal Privatization
(29:25) - Financial Protectionism
Jun 4, 2021 • 17min
Prediction Markets and Worse is Better
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) - Prediction Markets and Worse is Better
(09:18) - A Word From Our Sponsors
(09:56) - De-Dollarization on Paper
(10:56) - The Amazon Bundle
(12:05) - The Extension Market
(13:10) - Zombie Airlines
(14:03) - Supersonic
(15:25) - Fractal Fraud
May 28, 2021 • 18min
Paradox Interactive, The Little Big Media Conglomerate
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) - Paradox Interactive, The Little Big Media Conglomerate
(09:14) - Millennials: Not Poor, But Levered
(10:32) - Vaccine Markets
(12:09) - Only Chamath can go to the SEC Headquarters
(13:33) - Reigning Over Big Tech in China
(15:08) - Investment Boom
(16:29) - Archegos and SPACs
May 21, 2021 • 20min
The Economics of Pseudonymity
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 Economics of Pseudonymity
(13:31) - Fungible Energy Jobs
(14:48) - Robinhood's Other IPO News
(16:00) - Financial Engineering in Home Improvement
(16:31) - The Case for Steeply Progressive Ad Taxes
(18:15) - Like OPEC In a Good Way
May 14, 2021 • 19min
Building Parallel Financial Systems
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) - Building Parallel Financial Systems
(11:46) - A Word From Our Sponsors
(12:24) - Tethers and Dollars
(15:08) - The Hotel Shortage
(16:01) - The Credit Reopening
(17:01) - Ransomware Acceleration
(18:20) - Churn, Margins, and Habits
May 11, 2021 • 15min
Crypto as an Overheated Emerging Market
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) - Crypto as an Overheated Emerging Market
(11:03) - Rolling Blackouts, Floating Power Plants
(11:48) - Scalable Review Fraud
(12:42) - The Risk of Writing Options
(13:55) - Socially Responsible Hackers
