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
Mar 26, 2021 • 24min
Electrocloud!
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) - Electrocloud!
(20:14) - IPO Demand Curves
(20:54) - Blackout Insurance
(21:56) - Theaters and the Streaming Option
(22:32) - Easy Comps
(23:28) - Permanent Shifts
Mar 22, 2021 • 5min
Where Apple Can Own I/O
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) - Where Apple Can Own I/O
(00:13) - The Great Inflation
(00:54) - Two-Way API Businesses
(01:46) - Zoom and Cities: The Five-Century-Old Case Study
(02:48) - From ETrade to eToro
(03:37) - Hardware-as-a-Service
Mar 19, 2021 • 14min
The Value of Time Rounds to Either Zero or Infinity
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 Value of Time Rounds to Either Zero or Infinity
(07:36) - A Word From Our Sponsors
(08:15) - Limits to Hardware-as-a-Service
(09:29) - Shareholder Activism in Japan
(10:34) - Flipping (pt 1)
(12:20) - Flipping (pt 2)
(13:03) - Better Disclosure
Mar 12, 2021 • 18min
What Salesforce is Selling (and Buying)
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 Salesforce is Selling (and Buying)
(11:49) - A Word From Our Sponsors
(12:21) - Multilateral Vaccine Diplomacy
(13:18) - State Capacity Straussianism
(14:02) - Bicameral Diplomacy
(15:25) - Chip Insourcing, Slowly
(16:44) - Password Price Discrimination
Mar 11, 2021 • 17min
Understanding Coinbase
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) - Understanding Coinbase
(12:15) - Security
(13:25) - Different Abstractions
(15:15) - Facebook Futurism
(16:13) - SPAC Apathy
Mar 5, 2021 • 24min
IBM: The Center of Gravity
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) - IBM: The Center of Gravity
(15:47) - A Word From Our Sponsors
(16:21) - Price Signals
(17:28) - Texas Energy's Banking Crisis
(18:43) - Greensill's Arbitrage(s)
(20:05) - Which Long Run?
(21:29) - The Supply-Side/Demand-Side Seesaw
Feb 26, 2021 • 27min
What Happened in Texas
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 in Texas
(19:38) - A Word From Our Sponsors
(20:39) - Technology Prosthetics
(21:47) - Brutal Coopetition
(22:58) - From Quotation System to Market-Maker
(24:29) - GameStop Risk
(25:37) - The Bull Market in Conservation
Feb 19, 2021 • 15min
Three Bull Cases for Starlink
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) - Three Bull Cases for Starlink
(09:11) - A Word From Our Sponsors
(09:49) - Distributed Business Clusters
(10:27) - More on Texas
(12:07) - The India Model
(13:06) - Clean Shipping
(13:40) - Price Discrimination
Feb 16, 2021 • 7min
Why Did One Internet Subculture Spot Covid-19 So Early?
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) - Why Did One Internet Subculture Spot Covid-19 So Early?
(04:37) - Deep Freeze
Feb 12, 2021 • 14min
An Airline IPO? In This Economy?
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) - An Airline IPO? In This Economy?
(08:17) - A Word From Our Sponsors
(08:40) - Facebook vs Bullying
(09:19) - Scale and AI
(10:09) - Chip Shortage Updates
(11:30) - Decarbonization
(12:07) - Supermicro, Redux
(13:35) - The Value of Safety: A Natural Experiment
