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 The Riff is a part of the Turpentine podcast network.
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E34: Chamath & Tinder, Threads API, and the Difficulties of Scaling AI Labs
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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.the…
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E33: AI Therapy, 4chan, and Why Conferences Are Like Cities
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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://hmplo…
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E32: Populism, Elites, and Preparing for AGI
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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://hmplogx…
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E31: Google API Documentation Leak, Apple's Plans for Siri, and Analyzing Texas Instruments
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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 Tu…
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E30: xAI Fundraising, Vivek's BuzzFeed Investment, and Ad-Based AI Monetization
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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://hmp…
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E29: Meme Stocks, Reserve Currencies, and the Case Against Home Ownership
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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…
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E28: Amazon’s Potential for an Airline, Hidden Economic Gains, and the Nature of Equities
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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/t…
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E27: Costco's Business Model, Martingale Strategies, and Usage-Based Lock-in for AI
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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 sh…
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E26: Stripe's Unbundling Strategy, What AI Means for Education, and 24-Hour Markets
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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, cov…
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E25: Lambda School Drama, Meta's Path to AI, and Why Hardware Constraints Protect Your Privacy
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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 podcas…
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E24: Why Acquisitions Fail, How to Write a Great Memo, and The Fate of ChatGPT Wrappers
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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 podca…
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E23: Hard Tech Pivots, Potato Investing, and When to Enforce the Law
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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 prod…
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E22: Corporate Espionage, Algorithmic Collusion, and Transitioning through AI
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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 e…
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E21: Austin Real Estate, Duolingo’s Bull Case, and Identifying Spurious Correlations
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On this week's episode of The Riff, Erik and Byrne discuss Austin real estate, why Duolingo has remained strong post-pandemic, and how to identify spurious correlations during data analysis. --- This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of…
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E20: Content Moderation, AI in Advertising, and the Future of Social Security
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In this episode, Byrne Hobart and Erik Torenberg discuss how technological changes influence markets and business adaptability. They explore the dynamics and challenges of e-commerce roll-ups, the unique economic incentives of large platforms like Facebook and Google, the complexities of content moderation on social media platforms, and social secu…
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E19: Hedging Against Life, Outage Economics, and Open Source vs Proprietary AI
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On today’s episode, Byrne Hobart delves into the intricacies of technology-induced market shifts, hedge fund dynamics, Byrne’s post on outage economics, and the evolving landscape of open source and proprietary AI models. --- This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and cultur…
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E18: Tiger Global, Selling Alpha, and Dating Apps
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On this week's episode of The Riff, Erik and Byrne discuss lessons about Tiger Global from Carrie Sun’s book Private Equity, the role of alternative data in investing, and why it’s hard to make a good dating app. --- The Riff is a part of the Turpentine podcast network. Learn more: turpentine.co --- Check out Erik's new showRequest for Startupsfeat…
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E17: How Quants See the World
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Byrne and Erik discuss company valuations, short selling, company earnings guidance, market predictions, and the behavior of companies and investors in financial markets. --- The Riff is a part of the Turpentine podcast network. Learn more: https://turpentine.co --- Check out Erik's new show Request for Startups featuring a rotating cast of founder…
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E16: The Fertility Crisis
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On this week's episode of The Riff, Erik and Byrne discuss the fertility crisis, how Walmart is a tool of upward mobility, AI as the last interface, and more. The Riff is sponsored by Brave. Head to https://brave.com/brave-ads/ and mention “MoZ” when signing up for a 25% discount on your first campaign. --- The Riff is a part of the Turpentine podc…
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E15: Understanding Real Estate with Brad Hargreaves
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On this week's episode of The Riff, Erik and Byrne sit down with Brad Hargreaves, founder of General Assembly and Common and editor at real estate publication Thesis Driven. They do a deep dive on everything real estate, from investing to housing policy to urbanism. The Riff is sponsored by Brave. Head to https://brave.com/brave-ads/ and mention “M…
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E14: How to Build a Media Empire
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On this week's episode of The Riff, Erik and Byrne do a deep dive on the history of media, how technology is impacting the media landscape, and how to build the next media empire. The Riff is sponsored by Shopify: https://shopify.com/momentofzen for a $1/month trial period. --- The Riff is a part of the Turpentine podcast network. Learn more: https…
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E13: Corporate Mortality, Momentum Investing, and Learning From Extreme Events
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On this week's episode of The Riff, Erik and Byrne discuss the mortality of corporations, why momentum investing works, and when to learn from extreme events. The Riff is sponsored by Shopify: https://shopify.com/momentofzen for a $1/month trial period. --- The Riff is a part of the Turpentine podcast network. Learn more: https://turpentine.co --- …
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E12: How Silicon Valley Became Financially Literate
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On this week's episode of The Riff, Erik and Byrne discuss factor netural hedge funds, the trend of Silicon Valley becoming more financially literate, the opportunity cost of features, and more. The Riff is sponsored by Shopify: https://shopify.com/momentofzen for a $1/month trial period. --- The Riff is a part of the Turpentine podcast network. Le…
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E11: What Byrne Hobart Thinks about Nearly Everything (Part Two)
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This week's episode is the second part of Erik's March 2020 interview with Byrne on Venture Stories from Village Global. Erik and Byrne about generalists vs specialists, how the work of Rene Girard can be used to understand financial bubbles, the role of pseudonyms, why duopolies exist, and more. The Riff is sponsored by Shopify: https://shopify.co…
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E10: Prediction markets are a trillion dollar opportunity. Why aren’t they working yet?
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This week on The Riff, Erik and Byrne talk about why you should ignore the 2024 presidential election news cycle, the barriers to the success of prediction markets, why the United States can't be a net exporter, and more. The Riff is sponsored by Shopify: https://shopify.com/momentofzen for a $1/month trial period. --- The Riff is a part of the Tur…
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E9: What Byrne Hobart Thinks About Nearly Everything
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Today's episode is a throwback to when Erik interviewed Byrne Hobart for the first time on the Venture Stories by Village Global podcast. Byrne and Erik go deep on technological change, debate centralization versus decentralization, discuss mental models for financial bubbles, and examine human nature from the lens of different thinkers. The Riff i…
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E8: Antitrust, the Future of Competition, and Higher Education
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This week, writer Byrne Hobart and investor Erik Torenberg discuss the failed acquisition of Figma by Adobe, a deep dive on antitrust, Byrne's take on higher education and viable alternatives, unions, and more. The Riff is sponsored by Shopify: https://shopify.com/momentofzen for a $1/month trial period. --- The Riff is a part of the Turpentine pod…
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E7: OpenAI updates, macro predictions, and why McDonald’s is a software company
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This week, writer Byrne Hobart and investor Erik Torenberg discuss new updatates from OpenAI, Byrne's macroeconomic predictions, the importance of software for Microsoft, and more. Moment of Zen is sponsored by Shopify: https://shopify.com/momentofzen for a $1/month trial period. --- The Riff is a part of the Turpentine podcast network. Learn more:…
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E6: How Charlie Munger and Warren Buffett beat the market
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This week, writer Byrne Hobart and investor Erik Torenberg discuss the lessons to be learned from the life of the late Charlie Munger. They explore what made Munger a great investor, how he was different from Warren Buffett, and where to find the next Munger today. --- The Riff is a part of the Turpentine podcast network. Learn more: turpentine.co …
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E5: Hedge Funds, VC, and Finding Alpha
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In our 5th episode of The Riff, writer Byrne Hobart and investor Erik Torenberg are joined by Thomas Li, the CEO of Daloopa for a deep dive into the world of hedge funds. They discuss what venture capitalists may not know about hedge funds, what most people get wrong, crowding, and risk management. The conversation also touches on the role of the y…
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E4: A Closer Look at Demographics, Dating, and Globalization
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In our 4th episode of The Riff, Byrne Hobart and Erik Torenberg discuss the complex interplay of technology, economic growth, demographics and investment decisions and the socio-technological implications of dating apps on society. They also debate the impact of political leaders' policies on capital markets, focusing specifically on the comparison…
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E3: Sam Altman, the Microsoft Bull Case, OpenAI and AI Live Players
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In our third episode of The Riff, Byrne Hobart and Erik Torenberg discuss the evolving story of Sam Altman’s ousting at OpenAI and new home at Microsoft, what OpenAI's next pivot could look like, the new competitive landscape for the big AI players, and Effective Altruism’s role in this drama. -- We're hiring across the board at Turpentine and for …
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E2: OpenAI, Investing Bets, and Social Media Paradigms
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In our second episode of The Riff, Byrne Hobart and Erik Torenberg discuss the role and influence of companies like OpenAI, AI investment opportunities, the whitespace in the future of social media models, and turning cloud networks into real communities. The Riff is a part of the Turpentine podcast network. Learn more: turpentine.co - We're hiring…
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E1: Psychoanalyzing SBF, Crypto Markets, and Byrne's Biggest Influences
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In our first episode of The Riff, Byrne Hobart and Erik Torenberg discuss Byrne's writing for his newsletter The DIff, his biggest influences, and the fall of Sam Bankman-Fried. The Riff is part of the Turpentine podcast network. Learn more: turpentine.co -- We're hiring across the board at Turpentine and for Erik's personal team on other projects …
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