The Diff

Byrne Hobart
Inflections in finance and tech
Created 18 Oct 2019
41
Posts
266
Likes
123
Comments
83
Mentions
  • DocuSign: Why Is Filling Out Forms Worth $30bn?
    04 Jan 2022 • < 1 min read • 6 2
    In this issue: DocuSign: Why Is Filling Out Forms Worth $30bn? Rolling Up Sports Against Net Promoter Scores Insourcing Everywhere Non-ESG Investors Criminalizing Trolling DocuSign: Why Is Filling Out...
  • Can We Afford the Ownership Economy?
    03 Jan 2022 • < 1 min read • 3 0
    In this issue: Can We Afford the Ownership Economy? Peloton Update A Short Wave More Cheap Lira Puts Omnichannel Banking Rapid Decarbonization Can We Afford the Ownership Economy? Platform companies a...
  • Daloopa: Data-to-Information Accelerant
    23 Dec 2021 • 12 min read • 20 1
    Subscribers-only posts you missed this week: Crypto, DAOs and Economic IP Protection: it's hard to protect intellectual property rights for new forms of corporate organization, or novel financial prod...
  • AndCo Remixes Commercial Real Estate
    22 Dec 2021 • 10 min read • 6 2
    In this issue: AndCo Remixes Commercial Real Estate Privatizing Emissions The Put-Seller of Last Resort Prayer-as-a-Service (Voluntary) Crypto Regulation Grinchbots AndCo Remixes Commercial Real Estat...
  • HashiCorp: The Markup on Free
    21 Dec 2021 • < 1 min read • 7 5
    In this issue: HashiCorp: The Markup on Free Crypto as Equity Comp Internal Prediction Markets Space Tourism Competition Influencer Crackdown HashiCorp: The Markup on Free Open-source software was onc...
  • Crypto, DAOs and Economic IP Protection
    20 Dec 2021 • < 1 min read • 9 9
    In this issue: Crypto, DAOs and Economic IP Protection Theaters Aircraft Shortage ByteDance: Down the Funnel CCP Outsourcing Dry Powder Crypto, DAOs and Economic IP Protection Investment bankers and m...
  • Longreads + Open Thread
    18 Dec 2021 • 3 min read • 18 6
    Longreads Daniel Oberhaus and Caleb Watney on prospects for geothermal in the US, with an emphasis on what policy changes can be enacted right now to improve them. Geothermal is especially interesting...
  • The Liberty Complex: Cash Flow Today, Taxes Eventually
    17 Dec 2021 • 23 min read • 21 6
    This week was Conglomerates Week at The Diff, with a look at some of the best capital allocators of the last few decades. Posts included: Danaher has a System: How does a seller of brakes and hand too...
  • Constellation: Scaling by Staying Small
    16 Dec 2021 • < 1 min read • 5 11
    In this issue: Constellation: Scaling by Staying Small Targeted Ads The SPAC Spin Strategy IA, RIP Not a Universal Online Media Bear Market Movies and Covid Some conglomerates invest in multiple indus...
  • Roper: Capital Allocation by Formula
    14 Dec 2021 • < 1 min read • 7 4
    In this issue: Roper: Capital Allocation by Formula Time Tax IP Vaccine Mandates Tech Unions Media Consolidation Yesterday's post covered the Danaher model for building a conglomerate: buy companies t...
  • View More on Substack »