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The Diff

Byrne Hobart
Inflections in finance and tech
Created 18 Oct 2019
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  • 83 Million Subscale Landlords
    17 Jun 2021about 16 hours ago • < 1 min read
    In this issue: 83 Million Subscale Landlords Subscriber Call Misappropriation The Bullwhip Effect Opex is Revenue, Recursively Rev-Share Rent Data 83 Million Subscale Landlords Institutional investors...
  • DiDi: Ridesharing on Day One
    15 Jun 2021 • < 1 min read • 5 0
    In this issue: DiDi: Ridesharing on Day One Identity Deescalation Inflation is Everywhere but the Bond Market Statistics Privatization in South Africa Protectionism DiDi: Ridesharing on Day One Most c...
  • Clear Secure: A Different Kind of Identity Company
    14 Jun 2021 • < 1 min read • 5 9
    In this issue: Clear Secure: A Different Kind of Identity Company Distributed Spam Credential Sharing Privacy and Scoundrels Tax Globally, Credit Locally Free Trade Experiments The Cure For High Price...
  • Longreads + Open Thread
    12 Jun 2021 • 2 min read • 9 3
    Longreads A good look at construction startup Katerra, from a former employee. The thesis is that construction is unnecessarily expensive because so many components are one-off rather than modular; th...
  • A Normal Country?
    11 Jun 2021 • 23 min read • 10 3
    Today is the weekly free edition of The Diff, going out to 22,814 readers, up 34 from last week. In this issue: A Normal Country? Negative-Marginal-Cost Billboards Spillovers Piecemeal Privatization F...
  • Made in USA 2025?
    10 Jun 2021 • < 1 min read • 4 0
    In this issue: Made in USA 2025? Proper Social Media Deportment Semi-Open Responsive Spying Open Auctions Sanctions Inversion Made in USA 2025? Here are two good summaries of what industrial policy ca...
  • TikTok as the Breeder Reactor of Content
    08 Jun 2021 • < 1 min read • 4 2
    In this issue: TikTok as the Breeder Reactor of Content Security First Working Capital FaceTime, Semi-Social Network Greenspinning Global Taxes TikTok as the Breeder Reactor of Content Designing a com...
  • Alibaba and State-Owned Enterprises
    07 Jun 2021 • < 1 min read • 2 2
    In this issue: Alibaba and State-Owned Enterprises Tech Nationalism Globalizing Accounting Restaurant Elasticity 15% Alibaba and State-Owned Enterprises The quick summary of China's economic developme...
  • Longreads + Open Thread
    05 Jun 2021 • 2 min read • 10 11
    Longreads The New Yorker profiles Chamath Palihapitiya. There are two basic strategies for pacing yourself in a career. One is to try to work at a fairly even speed most of the time, which adds up to ...
  • Prediction Markets and Worse is Better
    04 Jun 2021 • 14 min read • 12 2
    Today is the weekly free edition of The Diff, going out to 22,779 readers, up 60 from last week. In this issue: Prediction Markets and Worse is Better De-Dollarization on Paper The Amazon Bundle The E...
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