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
  • 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
  • On Currencies

    On Currencies
    Sep 9 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) - On Currencies
    • (08:23) - Taiwan and the US
    • (09:11) - Massaging the Numbers
    • (10:09) - First Loss
    • (10:56) - Pods
    • (11:54) - Fake Offers
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    13 mins
  • What, Exactly are we Trying to Tax?

    What, Exactly are we Trying to Tax?
    Sep 3 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) - What, Exactly are we Trying to Tax?
    • (11:40) - Correlations
    • (12:33) - Reorganization
    • (13:57) - Dating Copilots
    • (15:24) - Thematic Investing
    • (16:42) - Bid Density
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    17 mins
Economics Personal Finance
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