Byrne Hobart
"The Riff" with Byrne Hobart and Erik Torenberg
Investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Topics covered: Finance, Venture Capital, Tech, AI, Crypto, and Industry Cycles
Be sure to visit the podcast's website and support the creator: www.thediff.co
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Episodes
E46: Degrowth, Private Equity, and the EU Tech Industry 19.09.2024 54:43
This week, Byrne Hobart and Erik Torenberg tackle the current state of the EU's tech sector, evolution of private equity firms, consumer credit defaults, online reputation management and more. 🔥 Apply to join over 400 Founders and execs in the Turpentine Network: https://www.turpentinenetwork.co/ --- RECOMMENDED PODCASTS: 🎙️ This Won't Last - Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett,...
E45: Efficient Market Hypothesis, Missing Billionaires, and Digital Currencies 12.09.2024 54:09
This week, Byrne and Erik discuss the efficiency of market hypothesis, explores the complexities of breaking up big tech companies, unpacks the intriguing dynamics of currencies from nations to video game gems and more. 🔥 Apply to join over 400 Founders and execs in the Turpentine Network: https://www.turpentinenetwork.co/ --- RECOMMENDED PODCASTS: 🎙️ This Won't Last - Eavesdrop on Keith Rabois,...
E44: Founder Mode, Uber’s Self-Driving Strategy, and Big Tech Skepticism 06.09.2024 59:25
This week, Byrne and Erik discuss the idea of taxing unrealized capital gains, networked nature of the finance industry, the strategic direction of Uber in autonomous vehicles, the merits of 'founder mode' and more. 🔥 Apply to join over 400 Founders and execs in the Turpentine Network: https://www.turpentinenetwork.co/ --- RECOMMENDED PODCASTS: 🎙️ This Won't Last - Eavesdrop on Keith Rabois, Kevi...
E43: The Silicon Valley Canon, Smart Contracts, and the Yen Carry Trade 29.08.2024 1:00:05
On this week’s episode of The Riff, Byrne Hobart and Erik Torenberg discuss the Silicon Valley Canon, impact of tech on traditional markets, the evolution of smart contracts, risks of currency carry trades and more. 🔥 Apply to join over 400 Founders and execs in the Turpentine Network: https://www.turpentinenetwork.co/ --- RECOMMENDED PODCASTS: 🎙️ This Won't Last - Eavesdrop on Keith Rabois, Kevi...
E42: Navigating Tech Antitrust and the Future of AI 22.08.2024 1:00:15
On this week’s episode of The Riff, Byrne Hobart and Erik Torenberg discuss tricky antitrust decisions, Balaji’s Network State, the dynamics of content moderation, and more. 🔥Apply to join over 400 founders and execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj --- RECOMMENDED PODCASTS: 🎙️ This Won't Last - Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach...
E41: Meta’s Open Source Strategy, Amazon’s Culture Drift, and What’s Going on With Character.AI 15.08.2024 52:40
This week, Byrne and Erik discuss Meta’s open source strategy, Google’s hiring of Character. AI’s CEO, the calculus behind the Strategic Petroleum Reserve, and more. 🔥Apply to join over 400 founders and execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj --- RECOMMENDED PODCASTS: 🎙️ This Won't Last - Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinber...
E40: The Age of the AI Organization 08.08.2024 1:04:36
This week, Byrne Hobart and Erik Torenberg are joined by Omar Shams, the founder of Mutable AI, for a deep dive into Omar’s great piece, The AI Organization. In this conversation, they explore the potential of AI to transform organizational productivity, the limitations of financial metrics in GDP, and AI's role in political processes and societal structures. 🔥Apply to join over 400 founders and...
E39: Mental Models and Financial Infrastructure with Patrick McKenzie 01.08.2024 1:02:12
This week, Byrne Hobart is joined by Patrick McKenzie (patio11), host of the podcast Complex Systems, to discuss the complexity and endless fascination of financial infrastructures, the role of fraud in finance, talent spotting strategies and the importance of building networks. 🔥Apply to join over 400 founders and execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj ---...
E38: Resurgence of Prediction Markets, AI Adoption and Complex Financial Systems 25.07.2024 1:00:14
This week, Byrne Hobart and Erik Torenberg discuss the resurgence of prediction markets, the balance of sophisticated vs. 'dumb' money, Biden's nomination odds and the impact of AI on software economics. 🔥Apply to join over 400 founders and execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj --- SPONSORS: BABBEL: 🌐 Ready to achieve your 2024 goals? Start learning a new...
E37: 2024 Election Updates, Partisanship on Wikipedia, and Amazon’s Media Business 18.07.2024 57:56
On this week’s episode of The Riff, Byrne Hobart and Erik Torenberg discuss how the 2024 presidential election has changed, why Wikipedia’s partisanship problem is difficult to solve, and the strategy behind Amazon’s media business. 🔥Apply to join over 400 founders and execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj --- SPONSORS: BABBEL: 🌐 Ready to achieve your 2024...
E36: Meritocracy, Modeling Globalization, and The Burden of Knowledge 11.07.2024 1:00:25
This week, Byrne Hobart and Erik Torenberg dive deep into David Graeber's controversial concept of 'Bullshit Jobs,' exploring its validity and impact. They also discuss the future of labor and employment in the era of AI, the intricate dynamics of globalization, and the complexities of corporate governance. 🔥Apply to join over 400 founders and execs in the Turpentine Network: https://hmplogxqz0y....
E35: How to Be President, the Future of AI Celebrities, and Training Larger AI Models 06.07.2024 58:17
On this week's episode of The Riff, Erik and Byrne discuss the evolution of monetary systems, the economics of AI investments, and how AI is impacting the job market for junior software developers. 🔥Apply to join over 400 founders and execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj --- SPONSORS: BABBEL: 🌐 Ready to achieve your 2024 goals? Start learning a new langua...
E34: Chamath & Tinder, Threads API, and the Difficulties of Scaling AI Labs 27.06.2024 1:02:41
This week, Byrne Hobart and Erik Torenberg discuss a lesser-known Chamath Palihapitiya story, the index rebalancing trade as a postmodern part of finance, AI labs, crypto, and more. beehiiv: Head to https://beehiiv.com and use code "MOZ" for 20% off your first three months. Byrne Hobart is hiring an associate! Check out the JD here: https://www.thediff.co/jobs/ 🔥 Apply to join over 400 founders a...
E33: AI Therapy, 4chan, and Why Conferences Are Like Cities 20.06.2024 1:04:30
This week, writer Byrne Hobart and investor Erik Torenberg discuss the economics of conferences and cities, rise of meme stocks, future of coding in the age of AI and more. beehiiv: Head to https://beehiiv.com and use code "MOZ" for 20% off your first three months. 🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj --- This show is...
E32: Populism, Elites, and Preparing for AGI 13.06.2024 53:43
On this week's episode of The Riff, Erik and Byrne discuss populist cycles, why billionaires buy media companies, how to invest if you think AGI is coming soon, and more. beehiiv: Head to https://beehiiv.com and use code "MOZ" for 20% off your first three months. 🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj --- This show is pr...
E31: Google API Documentation Leak, Apple's Plans for Siri, and Analyzing Texas Instruments 06.06.2024 43:28
On this week's episode of The Riff, Erik and Byrne discuss Elon Musk's and Yann Lecun's Tweets, what we can learn from Google's API decumentation leaks, how Apple is planning on improving Siri, and more. beehiiv: Head to https://beehiiv.com and use code "MOZ" for 20% off your first three months. 🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.co...
E30: xAI Fundraising, Vivek's BuzzFeed Investment, and Ad-Based AI Monetization 30.05.2024 1:00:05
On this week's episode of The Riff, Erik and Byrne talk about xAI's fundraising round, Vivek Ramaswamy's investment in BuzzFeed, and the dynamics of using ads to monetize AI. beehiiv: Head to https://beehiiv.com and use code "MOZ" for 20% off your first three months. 🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj --- This show i...
E29: Meme Stocks, Reserve Currencies, and the Case Against Home Ownership 23.05.2024 1:04:19
On this week's episode of The Riff, Erik and Byrne talk about meme stocks, the nature of reserve currencies, and why you should consider not owning a home in America. beehiiv: Head to https://beehiiv.com and use code "MOZ" for 20% off your first three months. 🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj --- This show is produc...
E28: Amazon’s Potential for an Airline, Hidden Economic Gains, and the Nature of Equities 17.05.2024 1:00:04
On this week's episode of The Riff, Erik and Byrne talk about Amazon’s potential to buy a passenger airline, hidden economic gains, equities, and more. beehiiv: Head to https://Beehiiv.com and use code "MOZ" for 20% off your first three months. 🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj --- This show is produced by Turpentin...
E27: Costco's Business Model, Martingale Strategies, and Usage-Based Lock-in for AI 09.05.2024 49:37
On this week's episode of The Riff, Erik and Byrne talk about how to apply Costco's business model in other industries, the risky business of Martingale strategies, usage as a potential barrier to AI model development, and more. Get Harmonic: Head to https://bit.ly/harmonicturpentine and make sure to mention Turpentine during your demo. --- This show is produced by Turpentine: a network of podcast...
E26: Stripe's Unbundling Strategy, What AI Means for Education, and 24-Hour Markets 03.05.2024 1:02:20
On this week's episode of The Riff, Erik and Byrne discuss AI & education, Stripe's shift towards unbundling, and the possibility of 24 hour markets. Get Harmonic: Head to https://bit.ly/harmonicturpentine and make sure to mention Turpentine during your demo. --- This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from...
E25: Lambda School Drama, Meta's Path to AI, and Why Hardware Constraints Protect Your Privacy 25.04.2024 1:06:26
On this week's episode of The Riff, Erik and Byrne discuss income sharing agreements, the privacy/security/usability efficient frontier, and how Meta ended up with all their GPUs. Get Harmonic: Head to https://bit.ly/harmonicturpentine and make sure to mention Turpentine during your demo. --- This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, bu...
E24: Why Acquisitions Fail, How to Write a Great Memo, and The Fate of ChatGPT Wrappers 18.04.2024 1:02:55
On this week's episode of The Riff, Erik and Byrne discuss the acquisition landscape, how to write great business memos, and why it's hard to monetize a successful ChatGPT wrapper. Get Harmonic: Head to https://bit.ly/harmonicturpentine and make sure to mention Turpentine during your demo. --- This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, b...
E23: Hard Tech Pivots, Potato Investing, and When to Enforce the Law 11.04.2024 55:56
On this week's episode of The Riff, Erik and Byrne discuss pivots in hard tech, cybersecurity and privacy, and the considerations in how often to enforce the law. For listeners watching the video, please note that Erik’s video recording dropped out towards the end of the episode. We hope you enjoy the conversation nonetheless. --- This show is produced by Turpentine: a network of podcasts, newslet...
E22: Corporate Espionage, Algorithmic Collusion, and Transitioning through AI 04.04.2024 57:38
On this week's episode of The Riff, Erik and Byrne delve into corporate espionage, algorithmic collusion, and the lifecycle of companies amidst technological changes. --- This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and...
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