The Diff

By: Byrne Hobart
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  • Summary

  • 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.
    The Diff
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Episodes
  • Auto-Paternalism

    Auto-Paternalism
    Sep 30 2024
    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) - Auto-Paternalism
    • (05:11) - Growth
    • (06:58) - AI Deployment
    • (08:06) - S-Curves and TV
    • (09:04) - Increasing the Asymptote
    • (10:00) - China
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    11 mins
  • Look for Boring First

    Look for Boring First
    Sep 23 2024
    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) - Look for Boring First
    • (07:27) - Moderation
    • (08:46) - ex-SBC
    • (10:26) - Platform Risk
    • (12:51) - Strategic Resources
    • (13:40) - Meta and AI
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    15 mins
  • Will The EU Choose to Compete?

    Will The EU Choose to Compete?
    Sep 16 2024
    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) - Will The EU Choose to Compete?
    • (13:45) - Unit Economics
    • (15:02) - Coreweave and Capital Structure Arbitrage
    • (15:57) - AI and the Distribution Problem
    • (17:10) - Markets and Narratives
    • (18:15) - Convergence
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    20 mins
Economics Personal Finance
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