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The Diff

The Diff

Von: 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 Persönliche Finanzen Ökonomie
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  • The Year of Convergence

    The Year of Convergence
    Oct 27 2025
    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 Year of Convergence
    • (09:03) - Ads
    • (10:10) - Maximalism
    • (10:50) - Comparative Advantage
    • (11:35) - Trader-in-Chief
    • (12:20) - GenAI
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    14 Min.
  • Routers, Apps, AGI

    Routers, Apps, AGI
    Oct 20 2025
    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) - Routers, Apps, AGI
    • (23:09) - Peripheral Bets
    • (23:59) - Fragmentation and Industry Maturity
    • (24:35) - Deepfakes as Pull Quotes
    • (25:12) - Benchmarks
    • (26:15) - Platforms
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    28 Min.
  • In Defense of Generative Video Accelerationism

    In Defense of Generative Video Accelerationism
    Oct 13 2025
    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) - In Defense of Generative Video Accelerationism
    • (14:12) - Notifications
    • (15:14) - IP
    • (16:09) - Hyperliquidated
    • (17:45) - DOGE
    • (19:11) - Painting the Tape
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    21 Min.
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