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
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
Nov 24, 2020 • 12min
Wish: E-Commerce, Fast and Slow
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) - Wish: E-Commerce, Fast and Slow
(08:30) - Online-to-Offline
(09:39) - Less Than $10 Per Month
(10:22) - Movie Lots
(10:48) - Taxes and Incentives
(11:33) - Unfairness
Nov 23, 2020 • 15min
Roblox: Tweenage Mutant MMT-ers
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) - Roblox: Tweenage Mutant MMT-ers
(08:46) - The Gini Coefficient Bull Case for SaaS
(09:58) - Big Banks as Common Carriers
(11:10) - Yuan Bonds
(12:24) - In-House Chips
(13:21) - Understanding Consulting
Nov 20, 2020 • 20min
What’s Gold For?
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 Gold For?
(15:11) - A Word From Our Sponsors
(16:00) - Bitcoin, Flows, Autochthony
(17:01) - Digital Media, Distribution, Autochthony
(17:43) - Leaving “Little Taipei”
(18:44) - Scrap
Nov 17, 2020 • 17min
Understanding Airbnb
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 Airbnb
(12:42) - Measuring Eyeballs
(13:29) - Property Rights
(15:05) - Reputational Bug Bounties
(16:08) - Running Out the Clock on Tariffs
