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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
  • Fertilizer and Toxins

    Fertilizer and Toxins
    Jun 24 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) - Fertilizer and Toxins
    • (07:50) - Margins
    • (08:41) - A Better, Costlier Alexa
    • (09:30) - Elasticity
    • (11:08) - Counterparty Risk, Served Two Ways
    • (12:20) - The Universal Denominator
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    13 mins
  • "Nobody Knows Anything": Backtests are Hard

    "Nobody Knows Anything": Backtests are Hard
    Jun 17 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) - "Nobody Knows Anything": Backtests are Hard
    • (06:59) - The Economics of Hacking
    • (07:43) - Lead Generation
    • (09:30) - Adverse Selection
    • (10:58) - Tip Economics
    • (12:36) - First and Last Resort
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    14 mins
  • The Bid/Ask View of Who Gets to Raise and What Gets Traded

    The Bid/Ask View of Who Gets to Raise and What Gets Traded
    Jun 10 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) - The Bid Ask View of Who Gets to Raise and What Gets Traded
    • (06:40) - A Word From Our Sponsors
    • (07:38) - Privacy and Insurance
    • (08:59) - AI Fragmentation
    • (09:40) - Too Central to Fail?
    • (10:45) - Meritocracy
    • (11:54) - Activism
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    13 mins
Economics Personal Finance
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