The Diff

Byrne Hobart

The Diff is a newsletter exploring the technologies, companies, and trends that are making the future high-variance. Posts range from in-depth company profiles, applied financial theory, strategy breakdowns and macroeconomics.

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  1. Understanding Anthropic 21:58
  2. Doing Business in the Dark Forest 13:13
  3. The Super-Rich as Financial Sin-Eaters 12:04
  4. Life with Nonzero Interest Rates 9:34
  5. Forward Deployed 43:26
  6. Staying Calibrated 13:10
  7. The Surprisingly Weak IPO-Housing Effect 10:54
  8. FP&A as the Telemetry and Counterespionage 15:18
  9. Who Hedges Where? 12:19
  10. The Bad Apple Problem 10:02
  11. The Mythical Agent-Minute 12:13
  12. What Does it Mean to Have a Trillion Dollars? 17:18
  13. It's Maturity Transformation All The Way Down 11:46
  14. Using AI for Writing like a Responsible Adult 10:06
  15. The Rocketship 13:05
  16. Dead Airlines 9:54
  17. Are the AI Labs Ready for the AI Backlash? 11:55
  18. Uncanny AI 10:09
  19. Handy Robots 15:02
  20. The Year of Convergence 13:36
  21. Routers, Apps, AGI 27:35
  22. A Sense of History 19:21
  23. On Faking It 'Til You Make It 13:19
  24. The Autistic Half-Century 16:55
  25. Rumor Markets 14:50
  26. Figure and the Crypto Mullet Strategy 14:02
  27. Corporate Populism 8:24
  28. Concentrate 14:05
  29. Strip-Mining the Maybesphere 14:32
  30. The Finance of Alchemy 12:43