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
Feb 5, 2021 • 22min
Four Refoundings
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) - Four Refoundings
(15:50) - A Word From Our Sponsors
(16:03) - The Other Bitcoin Standard
(17:16) - Carbon Updates
(18:23) - Loyalty and Information
(19:02) - The Chip Shortage
(20:51) - Stimulus: How Much is Too Much?
Jan 29, 2021 • 18min
Messaging Wars, Round Two
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) - Messaging Wars, Round Two
(08:38) - A Word From Our Sponsors
(09:16) - GameStop
(12:55) - Too Much of a Good Thing
(14:48) - Controlled Boom
(15:39) - Decarbonizing
(16:11) - Taiwan and China
(16:42) - Local News
Jan 22, 2021 • 28min
The Road Not Taken: Stripe, Ant, PayTM & Defi
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 Road Not Taken: Stripe, Ant, PayTM & Defi
(21:26) - A Word From Our Sponsors
(21:57) - Facebook's Outsourcing Moderation
(22:47) - Amazon's Outsourced SEO
(23:40) - Scarce and Free Resources
(24:35) - Moderating Social (Pt 3)
(25:28) - Business Travel and Veblen
(26:24) - Intel's Semi-Hack
Jan 15, 2021 • 12min
The Technocrats' Recovery
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 Technocrats' Recovery
(06:51) - Big Tech Sees Like a State Update
(08:08) - Why Don't Car Subscriptions Work?
(08:53) - Taylorism-as-a-Service
(09:53) - The Semiconductor Boom
(10:38) - R&D and the Genius Problem
Jan 8, 2021 • 15min
Homesteading Mental Models
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) - Homesteading Mental Models
(07:08) - A Word From Our Sponsors
(07:47) - Robinhood's Plot to Make IPOs Less Exciting
(09:03) - Momentum-Squared and Value-Squared
(10:32) - Dollar-Weighted Returns
(11:36) - Blocking Trump
(13:00) - Meta-Bundles
(13:33) - Commercial Ties
Dec 18, 2020 • 16min
What's Happening in Logistics
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 Happening in Logistics
(09:43) - A Word From Our Sponsors
(10:15) - Infohazards
(11:20) - How The Grinchbots Steal Inflation
(12:54) - The Hack Expands
(13:59) - AR and the Physical/Digital Switch
(14:56) - Antitrust and Real Interest Rates
Dec 16, 2020 • 13min
DoNotPay: The API for IRL
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) - DoNotPay: The API for IRL
(06:11) - The Index
(08:05) - Twitter: Subscale
(09:34) - Chaos Engineering
(10:12) - Space Law
(11:45) - The Login Layer
Dec 11, 2020 • 15min
Sharing and Owning Standards
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) - Sharing and Owning Standards
(09:08) - A Word From Our Sponsors
(09:38) - More Institutional Bitcoin
(10:16) - The Latest Asset to Trade at Negative Prices
(10:50) - Facial Recognition
(11:27) - Recursive Product Development
(12:21) - Every Tech Company Becomes a Bank
(13:25) - Can Anyone Afford for Robinhood Not to Underwrite IPOs?
Dec 4, 2020 • 18min
Taiwan and Supply Chain Frenmity
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) - Taiwan and Supply Chain Frenmity
(10:50) - A Word From Our Sponsors
(11:28) - Airline Green Zones
(12:29) - Short Sellers and the Supply Chain of Information
(13:49) - Housing and Pull-Forward Demand
(14:57) - Facebook and Visa Arbitrage
Nov 27, 2020 • 14min
Just One Thing or Every Single Thing?
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) - Just One Thing or Every Single Thing?
(10:42) - Media Disintermediation
(12:16) - Amazon's Tactical PR, Con't.
(12:54) - Roll Your Own Green Zone
