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The Diff: Daily Summaries Delivered
by 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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 days ago18 min
What We Periodically Relearn About Rent Control
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. - What We Periodically Relearn About Rent Control - Backstops - Complements and Substitutes - Personality Hire - Commoditization - IPOs
- 1 weeks ago10 min
The Lots-of-Low-Satiety-Calories Business Isn't What it Used to Be
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. - Has AI Art Been Tried? - Pricing - Rewrites - Distribution - Trading Your PA - Managed Markets
- 2 weeks ago10 min
The Bad Apple Problem
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. - Has AI Art Been Tried? - Pricing - Rewrites - Distribution - Trading Your PA - Managed Markets
- 3 weeks ago14 min
Cultural Stasis? Or Just Rising Budgets, a Limited Supply of Good Movie Release Dates, and the Kelly Criterion?
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. - Cultural Stasis? Or Just Rising Budgets, a Limited Supply of Good Movie Release Dates, and the Kelly Criterion? - MTurk, RIP - The Economist Cover Indicator - AI Cycles - Narratives - Intrusions
- Jun 29, 202612 min
The Mythical Agent-Minute
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. - The Mythical Agent-Minute - AI, Globalization, and Comparative Advantage in Lobbying - Media M&A - Retaliatory Tariffs - Capex - Pivots
- Jun 22, 202614 min
Blind Extrapolation as a Powerful Force in Finance
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. - Blind Extrapolation as a Powerful Force in Finance - Midjourney Medical - Chips - Financial Engineering - Rigged Games - Reality is the Complement
- Jun 15, 202617 min
What Does it Mean to Have a Trillion Dollars?
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. - What Does it Mean to Have a Trillion Dollars? - Anthropic - Mean and Variance - Fragmentation - Guidance - Slightly-Heterodox Center-X
- Jun 8, 202611 min
It's Maturity Transformation All The Way Down
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. - It's Maturity Transformation All The Way Down - Weather - Adverse Selection - Compute, and P/S Ratios - Software PE - Automation and Utilization
About The Diff
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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It's a free AI-powered email that summarizes new episodes of The Diff as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
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