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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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  • Who Hedges Where?

    Who Hedges Where?
    Aug 3 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) - Who Hedges Where?
    • (06:49) - Ads for Bots
    • (07:43) - Authenticity
    • (08:35) - The AI Race
    • (09:32) - Priority Disputes
    • (10:48) - Mission
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    12 min
  • What We Periodically Relearn About Rent Control

    What We Periodically Relearn About Rent Control
    Jul 27 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) - What We Periodically Relearn About Rent Control
    • (12:54) - Backstops
    • (14:42) - Complements and Substitutes
    • (15:36) - Personality Hire
    • (16:29) - Commoditization
    • (17:04) - IPOs
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    18 min
  • The Lots-of-Low-Satiety-Calories Business Isn't What it Used to Be

    The Lots-of-Low-Satiety-Calories Business Isn't What it Used to Be
    Jul 20 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) - Has AI Art Been Tried?
    • (04:38) - Pricing
    • (05:17) - Rewrites
    • (06:46) - Distribution
    • (07:35) - Trading Your PA
    • (08:44) - Managed Markets
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    10 min
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