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9/28/2024
16 : 4
Longreads + Open Thread
Foresight, Meta, Money Laundering, UK, Lego, Treasury Bonds, Cult Stocks, Fake Money Longreads + Open Thread By Byrne Hobart • 28 Sept 2024 View in browser View in browser Today's issue of The Diff
9/23/2024
14 : 44
Look for Boring First
Plus! Moderation; ex-SBC; Platform Risk; Strategic Resources; Meta and AI Look for Boring First By Byrne Hobart • 23 Sept 2024 View in browser View in browser In this issue: Look for Boring First—
9/21/2024
16 : 14
Longreads + Open Thread
Shopify, Spam, Fintech, Oil, China, Revenue, Degrowth, Books Longreads + Open Thread By Byrne Hobart • 21 Sept 2024 View in browser View in browser Today's issue of The Diff is brought to you by
9/16/2024
13 : 54
Will The EU Choose to Compete?
Plus! Unit Economics; CoreWeave and Capital Structure Arbitrage; AI and the Distribution Problem; Markets and Narratives; Convergence; Diff Jobs Will The EU Choose to Compete? By Byrne Hobart • 16 Sept
9/14/2024
16 : 4
Longreads + Open Thread
Comp, Asness, Cleo, Whistleblowers, Stagnation, EMH, The Great Depression Longreads + Open Thread By Byrne Hobart • 14 Sept 2024 View in browser View in browser Today's issue of The Diff is brought
9/9/2024
14 : 24
On Currencies
Plus! Taiwan and the US; Massaging the Numbers; First Loss; Pods; Fake Offers; Diff Jobs On Currencies By Byrne Hobart • 9 Sept 2024 View in browser View in browser In this issue: On Currencies—
9/7/2024
16 : 14
Longreads + Open Thread
Efficiency, Diversification, Scrolls, Klein, FedEx, Regulations, Capital Gains Longreads + Open Thread By Byrne Hobart • 7 Sept 2024 View in browser View in browser This issue of The Diff is brought to
9/3/2024
13 : 54
What, Exactly are we Trying to Tax?
Plus! Correlations; Reorganization; Dating Copilots; Thematic Investing; Bid Density What, Exactly are we Trying to Tax? By Byrne Hobart • 3 Sept 2024 View in browser View in browser In this issue:
8/31/2024
16 : 4
Longreads + Open Thread
GLP-1s, Privacy, Seeing Like a State, Security, Pseudonymity, The Canon, Buybacks, RJR Longreads + Open Thread By Byrne Hobart • 31 Aug 2024 View in browser View in browser Today's issue of The
8/26/2024
14 : 44
Mission and Variance
Plus! Transitory, After All; The Amazon Model; Contextual Ads; The PE and Sports Transition; Credit and Insurance; Diff Jobs Mission and Variance By Byrne Hobart • 26 Aug 2024 View in browser View in
8/24/2024
16 : 4
Longreads + Open Thread
Costco, Wolfe, Silvers, the Tech Canon, Price Targets, Distribution, Antitrust, AI Longreads + Open Thread By Byrne Hobart • 24 Aug 2024 View in browser View in browser Today's issue of The Diff
8/20/2024
2 : 24
Longreads + Open Thread
Luckey, Nietzsche, Data, Rewards, Germany, Elasticity, Open Source, Activism Longreads + Open Thread By Byrne Hobart • 17 Aug 2024 View in browser View in browser This issue of The Diff is brought to
8/20/2024
2 : 12
Building the Oracles
Plus! Price Discrimination in Media; AI-Generated Propaganda; War Economies, Redux; Unbundling and Rebundling; Attrition Building the Oracles By Byrne Hobart • 19 Aug 2024 View in browser View in
8/12/2024
14 : 54
Our Surprisingly Capital-Abundant World
Plus! Audience Capture at Two Levels; Does Crypto Add Value to Financial Markets?; Continuation Funds, Club Deals, and the New Equity Market; Implementation Details; Anti-Goldilocks Economy for Junk
8/10/2024
16 : 14
Longreads + Open Thread
Memoirs, Travel, Slop, California, Languages, Carry, AI Longreads + Open Thread By Byrne Hobart • 10 Aug 2024 View in browser View in browser Today's issue of The Diff brought to you by our sponsor
8/5/2024
15 : 4
P&L Beta: How Much You Keep out of How Much You Make
Plus! Narratives and Volatility; The New Acqui-hire Model; A Good Trade; Terms; Celebrity AI Economics P&L Beta: How Much You Keep out of How Much You Make By Byrne Hobart • 5 Aug 2024 View in
8/3/2024
16 : 4
Longreads + Open Thread
This issue of The Diff is brought to you by our sponsors, Brex [https://www.brex.com/product/business-account?ref_code=bmk_dp_startupsq324_dif_new_bo1&ref=thediff.co]. Longreads * In Bloomberg,
7/29/2024
14 : 34
Meta's Open-Source AI Economics, Re-Revisited
Plus! The Quantum Gambit; Monetizing Volatility; Banking and Credit; How Long is the Long Game?; Sticky Expectations; Diff Jobs Meta's Open-Source AI Economics, Re-Revisited By Byrne Hobart • 29
7/27/2024
16 : 4
Longreads + Open Thread
Crypto, North Korea, Healthcare, Parties, Monopolies, Lifetime Value, Prediction Markets, The Good Life Longreads + Open Thread By Byrne Hobart • 27 Jul 2024 View in browser View in browser This issue
7/22/2024
14 : 24
Software is the new Hardware
Plus! Diff Jobs; Vendor Risk; Hardware and Software; Compounding; AI as an Interface; Rotation Software is the new Hardware By Byrne Hobart • 22 Jul 2024 View in browser View in browser In this issue: