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The Diff

The Diff

De : Byrne Hobart
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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 Economie Finances privées
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  • It's Maturity Transformation All The Way Down
    Jun 8 2026
    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) - It's Maturity Transformation All The Way Down
    • (06:17) - Weather
    • (07:19) - Adverse Selection
    • (08:33) - Compute, and P/S Ratios
    • (09:46) - Software PE
    • (10:48) - Automation and Utilization
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    12 min
  • Using AI for Writing like a Responsible Adult
    Jun 1 2026
    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) - Using AI for Writing like a Responsible Adult
    • (06:25) - Granular Price Discrimination
    • (07:04) - ETFs
    • (07:52) - Form Factors
    • (08:41) - Training Data
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    10 min
  • The Rocketship
    May 26 2026
    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 Rocketship
    • (08:52) - Unit Economics
    • (10:01) - Rearrangements
    • (10:42) - Vibeslop
    • (11:35) - Mindshare
    • (12:08) - Consumption Equality
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    13 min
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