"The Riff" with Byrne Hobart and Erik Torenberg

By Byrne Hobart

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Category: Investing

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Subscribers: 16
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Episodes: 71

Description

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

Episode Date
E71: Risk Taking, Contrarianism, and Growth [Byrne on Interintellect]
Apr 24, 2025
E70: OpenAI’s Open Source Strategy, Volatility & Tariffs, and Automation’s Consequences w/ Byrne Hobart
Apr 17, 2025
E69: Good vs Bad Bubbles, Stagnation, and Bitcoin [Byrne on Bankless]
Apr 10, 2025
E68: Chinese Free Trade, AI Managers, and Why AI Art is Art
Apr 01, 2025
E67: Hidden X-Risk, Network Effects of Elon’s Empire, and American Hegemony
Mar 25, 2025
E66: The Politics of Alex Karp and Palantir, DOGE Breakdown, and AI vs Blogging
Mar 11, 2025
E65: Bill Gates’s Persona, Against Copying Berkshire Hathaway, and Making the Economy More Like Chipotle
Feb 25, 2025
E64: US vs China’s Strategies, Uber’s Growth Model, AI Supply Chains
Feb 19, 2025
E63: OpenAI Deep Research, Elon’s Potential Hostile Takeover, and AI Agent Companies
Feb 11, 2025
E62: Trump’s Tariffs, Open Source AI Models, and The Future of VR
Feb 04, 2025
E61: Markets React to DeepSeek, Threads vs X, and Stargate Announcement
Jan 28, 2025
E60: Trump Coin, US Industrial Policy, and TikTok Ban
Jan 23, 2025
E59: Zuck’s PR, The Loneliness Economy, and OpenAI Corporate Structure
Jan 18, 2025
E58: How Jensen Huang Outpaces Tech Giants w/ Tae Kim, author of THE NVIDIA WAY
Dec 26, 2024
E57: Pod Shops; Contrarian Vibe Checks; Scaling Laws Analysis
Dec 19, 2024
E56: AI Agents are Coming; China’s Internet; Google Wants to Win
Dec 12, 2024
E55: Futarchy, Elon, and Gut Decisions in Business
Nov 21, 2024
E54: How Bubbles Create The Future
Nov 14, 2024
E53: Election Analysis, Heresy, and Real Estate
Nov 07, 2024
E52: How Tech Journalism Works w/ Patrick McKenzie
Oct 31, 2024
E51: Venture Scale, Y Combinator, and Financial Bubbles
Oct 24, 2024
E50: Freemium Apps, Restaurants, and Search with Patrick McKenzie
Oct 17, 2024
E49: AI Art, Young Founders, and Disrupting Higher Education
Oct 10, 2024
E48: Facebook vs MySpace, Why Peter Thiel is Wrong About Competition, and OpenAI Corporate Structure
Oct 03, 2024
E47: Cult Stocks, Tech Media, and Technological Revolutions
Sep 27, 2024
E46: Degrowth, Private Equity, and the EU Tech Industry
Sep 19, 2024
E45: Efficient Market Hypothesis, Missing Billionaires, and Digital Currencies
Sep 12, 2024
E44: Founder Mode, Uber’s Self-Driving Strategy, and Big Tech Skepticism
Sep 06, 2024
E43: The Silicon Valley Canon, Smart Contracts, and the Yen Carry Trade
Aug 29, 2024
E42: Navigating Tech Antitrust and the Future of AI
Aug 22, 2024
E41: Meta’s Open Source Strategy, Amazon’s Culture Drift, and What’s Going on With Character.AI
Aug 15, 2024
E40: The Age of the AI Organization
Aug 08, 2024
E39: Mental Models and Financial Infrastructure with Patrick McKenzie
Aug 01, 2024
E38: Resurgence of Prediction Markets, AI Adoption and Complex Financial Systems
Jul 25, 2024
E37: 2024 Election Updates, Partisanship on Wikipedia, and Amazon’s Media Business
Jul 18, 2024
E36: Meritocracy, Modeling Globalization, and The Burden of Knowledge
Jul 11, 2024
E35: How to Be President, the Future of AI Celebrities, and Training Larger AI Models
Jul 06, 2024
E34: Chamath & Tinder, Threads API, and the Difficulties of Scaling AI Labs
Jun 27, 2024
E33: AI Therapy, 4chan, and Why Conferences Are Like Cities
Jun 20, 2024
E32: Populism, Elites, and Preparing for AGI
Jun 13, 2024
E31: Google API Documentation Leak, Apple's Plans for Siri, and Analyzing Texas Instruments
Jun 06, 2024
E30: xAI Fundraising, Vivek's BuzzFeed Investment, and Ad-Based AI Monetization
May 30, 2024
E29: Meme Stocks, Reserve Currencies, and the Case Against Home Ownership
May 23, 2024
E28: Amazon’s Potential for an Airline, Hidden Economic Gains, and the Nature of Equities
May 17, 2024
E27: Costco's Business Model, Martingale Strategies, and Usage-Based Lock-in for AI
May 09, 2024
E26: Stripe's Unbundling Strategy, What AI Means for Education, and 24-Hour Markets
May 03, 2024
E25: Lambda School Drama, Meta's Path to AI, and Why Hardware Constraints Protect Your Privacy
Apr 25, 2024
E24: Why Acquisitions Fail, How to Write a Great Memo, and The Fate of ChatGPT Wrappers
Apr 18, 2024
E23: Hard Tech Pivots, Potato Investing, and When to Enforce the Law
Apr 11, 2024
E22: Corporate Espionage, Algorithmic Collusion, and Transitioning through AI
Apr 04, 2024
E21: Austin Real Estate, Duolingo’s Bull Case, and Identifying Spurious Correlations
Mar 28, 2024
E20: Content Moderation, AI in Advertising, and the Future of Social Security
Mar 21, 2024
E19: Hedging Against Life, Outage Economics, and Open Source vs Proprietary AI
Mar 14, 2024
E18: Tiger Global, Selling Alpha, and Dating Apps
Mar 07, 2024
E17: How Quants See the World
Feb 29, 2024
E16: The Fertility Crisis
Feb 22, 2024
E15: Understanding Real Estate with Brad Hargreaves
Feb 15, 2024
E14: How to Build a Media Empire
Feb 08, 2024
E13: Corporate Mortality, Momentum Investing, and Learning From Extreme Events
Feb 01, 2024
E12: How Silicon Valley Became Financially Literate
Jan 25, 2024
E11: What Byrne Hobart Thinks about Nearly Everything (Part Two)
Jan 18, 2024
E10: Prediction markets are a trillion dollar opportunity. Why aren’t they working yet?
Jan 11, 2024
E9: What Byrne Hobart Thinks About Nearly Everything
Jan 04, 2024
E8: Antitrust, the Future of Competition, and Higher Education
Dec 28, 2023
E7: OpenAI updates, macro predictions, and why McDonald’s is a software company
Dec 21, 2023
E6: How Charlie Munger and Warren Buffett beat the market
Dec 14, 2023
E5: Hedge Funds, VC, and Finding Alpha
Dec 07, 2023
E4: A Closer Look at Demographics, Dating, and Globalization
Nov 30, 2023
E3: Sam Altman, the Microsoft Bull Case, OpenAI and AI Live Players
Nov 21, 2023
E2: OpenAI, Investing Bets, and Social Media Paradigms
Nov 16, 2023
E1: Psychoanalyzing SBF, Crypto Markets, and Byrne's Biggest Influences
Nov 16, 2023