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 11, 2024 • 10min
Death Spirals
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) - Death Spirals
(05:19) - Ads!
(06:10) - Healthcare and Insurance
(07:01) - Transition Economics
(07:46) - Volatility
(08:49) - Strategic Investments
Mar 4, 2024 • 13min
Should You Hedge It All?
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) - Should You Hedge It All?
(07:22) - Apple Car
(08:35) - State-Directed Investment
(09:26) - Flywheels and Bubbles
(10:28) - Inflation Impacts
(11:42) - Vertical Integration
Feb 26, 2024 • 15min
Exposed! Your Torrid Love Affair With Airline Fees
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) - Exposed! Your Torrid Love Affair With Airline Fees
(08:43) - Malicious Compliance
(11:01) - Sanctions and Third Countries
(12:00) - Bing and BATNAs
(13:19) - Celebrity Endorsements and Binary Outcomes
(14:10) - Supply/Demand Balance
Feb 20, 2024 • 16min
Building for Power Users
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 for Power Users
(10:16) - Adtech and "Sky Bridges"
(11:04) - SuperMicro!
(12:57) - GDP YoY
(13:43) - Black Boxes
(14:43) - Pods and Cycles
Feb 13, 2024 • 17min
Antithesis: Debugging Debugging
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) - Antithesis: Debugging Debugging
(12:59) - Rebooting
(13:40) - AI, UGC, and Communities
(14:18) - Land Rushes
(15:21) - AI and Share Shift
(16:20) - Nirvana
Feb 12, 2024 • 11min
AI-Based Disinformation Will Not Be An Especially Big Deal in the 2024 Election
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) - AI-Based Disinformation Will Not Be An Especially Big Deal in the 2024 Election
(06:10) - Discount Pods
(07:22) - China and Real Estate
(08:26) - Microcaps
(09:30) - Unraveling
(10:14) - Market Structure
Feb 5, 2024 • 14min
Is "Social" an Enduring Category or Just a Phase?
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) - Is "Social" an Enduring Category or Just a Phase?
(07:13) - The Carbon Discount Rate
(08:43) - Alternative Data
(10:16) - Transitory Lessons
(11:17) - App Economics
(12:15) - Where Does the Basis Trade Come From?
Jan 29, 2024 • 15min
Being Not-a-Tech-Company
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) - Being Not-a-Tech-Company
(08:52) - Media
(10:41) - News: Supply and Demand
(11:56) - Preferred Habitats
(12:49) - Liquidation
(14:12) - The Activism Cycle
Jan 22, 2024 • 12min
Momentum, Intellectual Humility, and Missing Pieces of the Model
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) - Momentum, Intellectual Humility, and Missing Pieces of the Model
(06:57) - War Finance Meets Green Finance
(08:03) - AI-Assisted Creativity
(08:56) - Property Rights and Mortal Institutions
(09:41) - Complements
(10:25) - Hedge Funds
Jan 16, 2024 • 16min
A Theory of Grift
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 Theory of Grift
(08:40) - Buy The Change You Wish to See in the World
(10:27) - Schmuck Insurance
(11:22) - Uncertainty
(12:23) - Block Trading
(14:59) - Ads
