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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.

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  • 25 episodes
  • weekly
  • Avg 14 min
  • English

Episodes 25

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  • May 4 · 9 min

    Dead Airlines

    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) - Dead Airlines (04:46) - Synergy (06:02) - Indexes (06:58) - Warehousing (07:53) - Capacity (08:43) - Defense

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    • Chapters
  • April 27 · 11 min

    Are the AI Labs Ready for the AI Backlash?

    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) - Are the AI Labs Ready for the AI Backlash? (06:27) - Barter (08:06) - State Hypercapitalism (09:05) - AI Pricing (10:05) - Reflexivity (10:48) - Complements

    • Transcript
    • Chapters
  • April 20 · 13 min

    Ad-Based Platforms Have Mostly Solved Optimal Taxation

    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) - Ad-Based Platforms Have Mostly Solved Optimal Taxation (08:06) - The Infrastructure Put Option (09:14) - Monetization (10:03) - Headless SaaS (11:36) - Gazumped! (12:49) - Bits and Barrels

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  • April 13 · 14 min

    Ring, Cloudflare, and the Supply Chain of State Capacity

    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) - Ring, Cloudflare, and the Supply Chain of State Capacity (08:32) - Work Trials (09:43) - The Mezzanine Tranche (10:29) - Politics by Other Means (12:51) - Lawyers (13:51) - Token Shortages

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  • April 6 · 10 min

    Uncanny AI

    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) - Uncanny AI (05:39) - Organic Content (06:22) - Inconsistent Candor (07:28) - Liquidity (08:22) - Return to Office (09:06) - Long-Lead Time Hacking

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Showing 21–25 of 25 episodes