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The Diff

The Diff

By: 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 Economics Personal Finance
Episodes
  • Ad-Based Platforms Have Mostly Solved Optimal Taxation
    Apr 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) - Ad-Based Platforms Have Mostly Solved Optimal Taxation
    • (08:06) - The Infrastructure Put Option
    • (09:14) - Monetization
    • (10:03) - Headless SaaS
    • (11:36) - Gazumped!
    • (12:49) - Bits and Barrels
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    14 mins
  • Ring, Cloudflare, and the Supply Chain of State Capacity
    Apr 13 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) - Ring, Cloudflare, and the Supply Chain of State Capacity
    • (08:32) - Work Trials
    • (09:43) - The Mezzanine Tranche
    • (10:29) - Politics by Other Means
    • (12:51) - Lawyers
    • (13:51) - Token Shortages
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    15 mins
  • Uncanny AI
    Apr 6 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) - Uncanny AI
    • (05:39) - Organic Content
    • (06:22) - Inconsistent Candor
    • (07:28) - Liquidity
    • (08:22) - Return to Office
    • (09:06) - Long-Lead Time Hacking
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    10 mins
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