The Diff

Autor: 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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Robots Are Coming for Jobs That Don't Exist Yet – The Diff
Doing Business in the Dark Forest – The Diff
The Super-Rich as Financial Sin-Eaters – The Diff
Life with Nonzero Interest Rates – The Diff
How Far in the Future Should You Be Trying to Live? – The Diff
Forward Deployed – The Diff
The Economics and Politics of Pacing the Frontier – The Diff
Staying Calibrated – The Diff
The Surprisingly Weak IPO-Housing Effect – The Diff
Ad-Supported Platforms are a Unique Antitrust Problem – The Diff
Financial Entrepreneurship in the Indexing Era – The Diff
FP&A as the Telemetry and Counterespionage – The Diff
Who Hedges Where? – The Diff
What We Periodically Relearn About Rent Control – The Diff
The Lots-of-Low-Satiety-Calories Business Isn't What it Used to Be – The Diff
The Bad Apple Problem – The Diff
Cultural Stasis? Or Just Rising Budgets, a Limited Supply of Good Movie Release Dates, and the Kelly Criterion? – The Diff
The Mythical Agent-Minute – The Diff
Blind Extrapolation as a Powerful Force in Finance – The Diff
What Does it Mean to Have a Trillion Dollars? – The Diff
It's Maturity Transformation All The Way Down – The Diff
Using AI for Writing like a Responsible Adult – The Diff
The Rocketship – The Diff
What Can You Learn from a Deterministically Chaotic Market Simulation? – The Diff
Why does Resource Extraction Produce Such Concentrated Wealth? – The Diff
Dead Airlines – The Diff
Are the AI Labs Ready for the AI Backlash? – The Diff
Ad-Based Platforms Have Mostly Solved Optimal Taxation – The Diff
Ring, Cloudflare, and the Supply Chain of State Capacity – The Diff
Uncanny AI – The Diff