The Diff | Byrne Hobart | Substack

Plus! Sanctions; Ads, Everywhere; Newsletters!; Value; VC Markdown Game Theory

New Top Community

Plus! The China AI Stack; Closing the Loop; Ads and Addiction; The Second-Order Costs of Inflation; Fraud and Transaction Costs

Aug 8

Retail, Sybil Attacks, Discoveries, Roditi, Chongqing, Moderna

Aug 6

Plus! Apple and Ads; MetaBonds!; Capex; Distribution; Expensive Executive Assistants

Aug 5

Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software

Aug 4

Plus! Volatility; Celebrity Endorsements; Carbon Unit Economics; Inflation Narratives; Faster!

Aug 2

Plus! Pensions; Customer-Facing; Use Cases; Making a Market; Reflexive Energy Politics; Diff Jobs

Aug 1

Russia, Taiwan, Blogs, Nixon, McDonald's, D'Annunzio

Jul 30

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