THE DIFFLongreads + Open Thread
Editors, POWs, Posner, Tao, Dollars, Smart Contracts, Subsidies, Evolution
The archive
The Backlog
Company profiles, markets, strategy, and the connections between them.
All issues
Newest first- Read this article
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Our Posnerian Near Future
Plus! Zoom; Succession; Outages; Advisors; Verification
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The Economics of Ads for Agents
Plus! Currency; Moving Up the Funnel; Circular Financing; L'Affairs Jensen; Assistants
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What Acquirers See
Plus! Models; Benchmarks; $1.4tr; Text; Ads
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IRR, Dollars of Alpha, or Dollars of Fees
Plus! Diff Jobs; Intelligence; Nearly-Public; Insiders; The Micropolitics of AI; Factors of Production
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Longreads + Open Thread
D. E. Shaw, Nostromo, Coins, Dario, Celebrities, News, IPOs, Signal Processing
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So, What Does a Pod Shop Unwind Look Like?
Plus! The Buildout; Capital Allocation; Retention; Retention, Again; Governance
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There are at Least Fifty Datacenter Debates
Plus! Tying; Licensing; Agents; Rewriting; Scale and Distribution
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Don't Forget the Deficit
Plus! Valuations; FOGO; Supply Chains; Crowding; Paywalls
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Understanding Anthropic
Plus! Pulled IPOs; Non-Fungibility; The News Business; Opt-Outs; Writing
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Longreads + Open Thread
Caro, Iron, Civilization, Books, AI, Tranches
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Argumentum ad LLM
Plus! Walled Gardens; Property Rights; Liquidity; Product Convergence; Fungi-Buildout