"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.
The Riff is a part of the Turpentine podcast network.
Recent Episodes
Oct. 3, 2024
E48: Facebook vs MySpace, Why Peter Thiel is Wrong About Competition, and OpenAI Corporate Structure
This week, Byrne Hobart and Erik Torenberg dive into a range of fascinating topics such as the evolution and future of OpenAI's business model, economic rationale behind corporate buybacks, changing software economics, China…
Sept. 27, 2024
E47: Cult Stocks, Tech Media, and Technological Revolutions
This week, Byrne Hobart and Erik Torenberg discuss cult stocks like Tesla and Palantir, debate whether AI or globalization will impact jobs more, explore the energy transition's unexpected reversal, analyze Forbes' content s…
Sept. 19, 2024
E46: Degrowth, Private Equity, and the EU Tech Industry
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.
Sept. 12, 2024
E45: Efficient Market Hypothesis, Missing Billionaires, and Digital Currencies
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.
Sept. 6, 2024
E44: Founder Mode, Uber’s Self-Driving Strategy, and Big Tech Skepticism
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.
Aug. 29, 2024
E43: The Silicon Valley Canon, Smart Contracts, and the Yen Carry Trade
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.
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