The Diff | Byrne Hobart | Substack

Plus! Amazon and Warrants, Once Again; Translation and Moderation; Ditching Amazon Ads; Nationalization; Crypto Shadow Banking

New Top Community

Plus! Peak TV; Hyperscaling; What Recession?; Strategic M&A; Opening Up

Jul 6

Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs

Jul 5

Microsoft, Long Wars, Taste, Axie Infinity, Student Loans, Roads, Singapore

Jul 2

Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels

Jul 1

Plus! Are Data Centers a Monopoly or a Commodity?; Complements and Costs; Planned Trades and Information Asymmetry; Crypto Solvency; Commodities

Jun 30

Plus! Fuel Hedging; Big Tether Short; Second Prime Day; Marriott's Ad Network; Onshoring

Jun 28

Plus! Specialized Cloud; Bailouts; Another Look at Inflation; Trucking Recession; Belt and Road Alternative; Diff Jobs

Jun 27

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