The Diff

Byrne Hobart
Inflections in finance and tech
Created 18 Oct 2019
291
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1,753
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  • Yandex: Google Through the Looking Glass
    17 Sep 2021about 21 hours ago • 12 min read • 4 4
    Subscribers-only issues you missed this week: Fanatics Inc.: The Spoiler: creating and selling licensed apparel sounds like a less profitable business than owning the licenses, but Fanatics Inc. has b...
  • SenseTime: Building the China Tech Stack
    16 Sep 2021 • < 1 min read • 0 1
    In this issue: SenseTime: Building the China Tech Stack Networks of Networks Inefficiencies More Privacy Measurement Error Textbook Piracy SenseTime: Building the China Tech Stack The largest supercom...
  • Platforms, Taxes, and the 3D Laffer Curve
    14 Sep 2021 • < 1 min read • 5 2
    In this issue: Platforms, Taxes, and the 3D Laffer Curve Intuit/Mailchimp Litecoin/Walmart Rezoning App Real Estate Distribution Channel Shifts Platforms, Taxes, and the 3D Laffer Curve It's not uncom...
  • Fanatics Inc.: The Spoiler
    13 Sep 2021 • < 1 min read • 3 0
    In this issue: Fanatics Inc.: The Spoiler Cities and Duration Disney's Semi-Renegotiation (and the Delta Variant) Car/Chip Convergence Which Apps Win from a Lower Apple Tax? Evergrande Continues Fanat...
  • Longreads + Open Thread
    11 Sep 2021 • 2 min read • 9 16
    Longreads Jordan Schneider of ChinaTalk interviews Matt Klein and Adam Tooze about China's growth and many other topics. It's great context for understanding China's growth since 1978, including how m...
  • Modern Financial History Begins in 1998
    10 Sep 2021 • 13 min read • 11 4
    This week was Central Bank Week. A bit of a digression from our usual material, but central banks get a lot of attention and generate a number of wild conspiracy theories. They're also increasingly im...
  • Quantitative Easing as an Effect of Weirdness, not a Cause
    09 Sep 2021 • < 1 min read • 3 2
    In this issue: Quantitative Easing as an Effect of Weirdness, not a Cause Many More Ad Bugs Apparel and Pandemic Shifts Disinformation Campaigns: Variance, Not Picking Sides Software is Eating Receipt...
  • Central Banks Monetize Land
    08 Sep 2021 • < 1 min read • 2 0
    In this issue: Central Banks Monetize Land A Slower Return to Normal Fast-Follower Industrial Policy Capex Unconstrained Venture Ambient Data Collection Central Banks Monetize Land Central banks typic...
  • The Man Whose Bank of England Broke
    07 Sep 2021 • < 1 min read • 4 1
    In this issue: The Man Whose Bank of England Broke Value Traps and GAARP Traps China and the Tax Question Building on a Government API No Theranos Overhang Roof-Backed Securities The Man Whose Bank of...
  • Longreads + Open Thread
    04 Sep 2021 • 2 min read • 11 2
    Longreads Construction Physics has another excellent piece on complexity, community, and construction. One way to look at some fields is that they are to closed-source software what closed-source is t...