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.

Episodes · 25

Blind Extrapolation as a Powerful Force in Finance

Jun 22, 2026 · 14m

What Does it Mean to Have a Trillion Dollars?

Jun 15, 2026 · 17m

It's Maturity Transformation All The Way Down

Jun 8, 2026 · 11m

Using AI for Writing like a Responsible Adult

Jun 1, 2026 · 10m

The Rocketship

May 26, 2026 · 13m

What Can You Learn from a Deterministically Chaotic Market Simulation?

May 18, 2026 · 13m

Why does Resource Extraction Produce Such Concentrated Wealth?

May 11, 2026 · 13m

Dead Airlines

May 4, 2026 · 9m

Are the AI Labs Ready for the AI Backlash?

Apr 27, 2026 · 11m

Ad-Based Platforms Have Mostly Solved Optimal Taxation

Apr 20, 2026 · 13m

Ring, Cloudflare, and the Supply Chain of State Capacity

Apr 13, 2026 · 14m

Uncanny AI

Apr 6, 2026 · 10m

Handy Robots

Mar 30, 2026 · 15m

Apple, Occasionally a Commodities Trading House

Mar 23, 2026 · 13m

Are We Already Building a Piecemeal AI Data Royalty Model?

Mar 16, 2026 · 9m

America Has a Comparative Advantage in Handling Global Disorder

Mar 9, 2026 · 13m

The Year of Convergence

Oct 27, 2025 · 13m

Routers, Apps, AGI

Oct 20, 2025 · 27m

In Defense of Generative Video Accelerationism

Oct 13, 2025 · 20m

Technological Progress is a Stack of S-Curves; Diffusion is a Stack of J-Curves

Oct 6, 2025 · 15m

Media Gluts Happen at the Level of Distribution, not Content

Sep 29, 2025 · 14m

A Sense of History

Sep 22, 2025 · 19m

On Faking It 'Til You Make It

Sep 15, 2025 · 13m

The Autistic Half-Century

Sep 8, 2025 · 16m

Rumor Markets

Sep 2, 2025 · 14m