The Diff

Byrne Hobart
Inflections in finance and tech
Created 18 Oct 2019
319
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  • Ports and Trans-Pacific Flights are to Fiscal Policy as Swaps Lines are to Monetary Policy
    26 Oct 2021 • < 1 min read • 2 0
    In this issue: Ports and Trans-Pacific Flights are to Fiscal Policy as Swaps Lines are to Monetary Policy Facebook Building the Fame Bundle The Rollups Continue The EV Buildout Ports are to Fiscal Pol...
  • What Do You Do With a Variant View?
    25 Oct 2021 • < 1 min read • 6 5
    In this issue: What Do You Do With a Variant View? Liquid Assets Carbon and Gresham's Law Fleets Crypto and the Banks Optimizing for Less Engagement What Do You Do With a Variant View? "Macro tourism,...
  • Longreads + Open Thread
    23 Oct 2021 • 2 min read • 8 1
    Longreads Ryan Peterson of Flexport has a great thread on the port backlogs, with suggestions for solving them. A lot of it is about the gap between generalizations like "there are supply chain bottle...
  • Blimps, Bots, and the Future of Cargo
    22 Oct 2021 • 10 min read • 10 2
    Welcome to the Friday edition of The Diff! This newsletter goes out to 24,696 subscribers, up 2 from last week. In this issue: Blimps, Bots, and the Future of Cargo Bitcoin's Long March: Pensions Last...
  • GLG: Who Researches the Researchers?
    21 Oct 2021 • < 1 min read • 4 0
    In this issue: GLG: Who Researches the Researchers? Trump SPACs, ESG, and Ninja Platform Cooperation Crypto Remains Mobile Winning the Last Crisis GLG: Who Researches the Researchers? There's a catego...
  • Gamestop Remains a Mystery
    19 Oct 2021 • < 1 min read • 7 3
    In this issue: Gamestop Remains a Mystery Lead Generation Apple and Interfaces Walled Gardens in China Peak News Gamestop Remains a Mystery It was a pretty big day in the hyperactive social media-driv...
  • Who Regulates Crypto, and How?
    18 Oct 2021 • < 1 min read • 5 1
    In this issue: Who Regulates Crypto, and How? Facebook and Retention Leaky Bans ROI Zillow's Pause Who Regulates Crypto, and How? Crypto maximalists like to say that it's impossible to regulate crypto...
  • Longreads + Open Thread
    16 Oct 2021 • 3 min read • 11 6
    Longreads Turner Novak on the bull case for Jokr and other nearly-instant delivery companies. It's tautologically true that however high the fixed costs of a business are, if it can squeeze out a posi...
  • FedEx: Two Bets on Network Effects
    15 Oct 2021 • 9 min read • 12 6
    Welcome to the Friday edition of The Diff! This newsletter goes out to 24,694 subscribers, up 64 from last week. In this issue: FedEx: Two Bets on Network Effects Aging Into Owning the Metaverse Fake ...
  • The Business of Micro Rental
    14 Oct 2021 • < 1 min read • 3 1
    In this issue: The Business of Micro Rental Every Business Turns Into an Ad Business Financial Decoupling Still Room to Scale Pay-for-Inclusion Amazon and Costco Bitcoin: Made in America The Business ...
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