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Episodes

May 3, 2024

What AI Means for Education, Stripe's Unbundling Strategy, and 24-Hou…

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 me...

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April 25, 2024

E25: Lambda School Drama, Meta's Path to AI, and Why Hardware Constra…

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/harmonic...

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April 25, 2024

E25: Lambda School Drama, Meta's Path to AI, and Why Hardware Constra…

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.

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April 18, 2024

E24: Why Acquisitions Fail, How to Write a Great Memo, and The Fate o…

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

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April 18, 2024

E24: Why Acquisitions Fail, How to Write a Great Memo, and The Fate o…

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/harmoni...

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April 11, 2024

E23: Hard Tech Pivots, Potato Investing, and When to Enforce the Law

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.

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April 11, 2024

E23: Hard Tech Pivots, Potato Investing, and When to Enforce the Law

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 vide...

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April 4, 2024

E22: Corporate Espionage, Algorithmic Collusion, and Transitioning th…

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.

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April 4, 2024

E22: Corporate Espionage, Algorithmic Collusion, and Transitioning th…

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 podc...

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March 28, 2024

E21: Austin Real Estate, Duolingo’s Bull Case, and Identifying Spurio…

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.

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March 28, 2024

E21: Austin Real Estate, Duolingo’s Bull Case, and Identifying Spurio…

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 Turpe...

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March 21, 2024

E20: Content Moderation, AI in Advertising, and the Future of Social …

In this episode, Byrne Hobart and Erik Torenberg discuss how technological changes influence markets and business adaptability.

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March 21, 2024

Content Moderation, AI in Advertising, and the Future of Social Secur…

In this episode Byrne Hobart and Erik Torenbrg 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 ...

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March 14, 2024

E19: Hedging against Life, Outage Economics, and Open Source vs Propr…

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.

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March 14, 2024

E19: Hedging against Life, Outage Economics, and Open Source vs Propr…

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. ---...

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March 7, 2024

E18: Tiger Global, Selling Alpha, and Dating Apps

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.

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March 7, 2024

E18: Tiger Global, Selling Alpha, and Dating Apps

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...

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Feb. 29, 2024

E17: How Quants See the World

Byrne and Erik discuss company valuations, short selling, company earnings guidance, market predictions, and the behavior of companies and investors in financial markets.

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Feb. 29, 2024

E17: How Quants See the World

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. ...

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Feb. 22, 2024

E16: The Fertility Crisis

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.

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Feb. 22, 2024

E16: The Fertility Crisis

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-ad...

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Feb. 15, 2024

E15: Understanding Real Estate with Brad Hargreaves

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.

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Feb. 15, 2024

E15: Understanding Real Estate with Brad Hargreaves

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, fro...

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Feb. 8, 2024

E14: How to Build a Media Empire

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.

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