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
May 8, 2020 • 14min
VC and Public Choice: Logo-Hunting and Optionality
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) - VC and Public Choice: Logo-Hunting and Optionality
(07:11) - Negative Oil Futures: Almost Precedented
(08:41) - Uber: Meet the New Boss
(10:39) - Zoom Makes Progress
(11:22) - California Approaches a 2009-Level Deficit
(11:53) - Quantifying Gouging
(12:30) - This Time is Different
May 1, 2020 • 12min
V-Shaped Recovery for Me, L-Shaped Recovery for Thee: The Aftermath
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) - V-Shaped Recovery for Me, L-Shaped Recovery for Thee: The Aftermath
(07:29) - Supply Chains and Deflationary Bullwhip Effects
(08:25) - Microsoft Commoditizes the Complement
(09:25) - "I think this is the future"
(09:57) - Apple's Demographic Crunch
(10:30) - State Bailouts
(11:11) - Adpocalypse: Bad News and Green Shoots
Apr 24, 2020 • 14min
The Rise, Fall, and Rebirth of Airline Fuel Hedges
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 Rise, Fall, and Rebirth of Airline Fuel Hedges
(09:23) - Amazon's Decentralization and Reputational Risk
(10:37) - More Adpocalypse
(11:30) - Tax Policy as Accidental Industrial Policy
(12:47) - More Clever Policy Plans
Apr 17, 2020 • 8min
Sparta, LARPs, and Ivies
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) - Sparta, LARPs, and Ivies
(04:57) - Out-Aggregating Amazon
(05:24) - YC Undoes Something That Doesn’t Scale
