Byrne Hobart
Writes The Diff, a newsletter on inflections in finance and tech read by hedge fund managers, founders and VCs. Previously worked in finance at SAC Capital/Point72.
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Where they publish
Newsletter The Diff Daily-ish essays on finance and tech inflections. Has a feed.
Company profiles, applied financial theory and strategy breakdowns, read by hedge fund managers, tech founders and VCs. Over 50,000 subscribers.
Recent
- Staying Calibrated 8 Sept 2026 Plus! Diff Jobs; Transparency; Disclosure; Credit Ratings; AI Jobs; Branding Inference
- Longreads + Open Thread 5 Sept 2026 Loans, Aztecs, Robotics, Research Fraud, Moritz, Resorts International, The AI Trade, Cohn
- Deflating Trust 4 Sept 2026 Plus! The Subscription Stabilizer; Externalities; Schelling Points Very Different from Ours; In-kind Payments; Fractal Media
Show 12 more
- AI Doom as an Accounting Problem 3 Sept 2026 Plus! AI Spend; Cheap Tokens; Alternative Assets; Strategic Acquisitions; Sum-of-the-Parts
- Imperfectly Enforced Rules Create Bad Local Maxima 1 Sept 2026 Plus! Ads; Marketing; Pricing; Take Rates; SPVs
- The Surprisingly Weak IPO-Housing Effect 31 Aug 2026 Plus! Diff Jobs; Bottlenecks; More Bottlenecks; Disjoint Models; Aligning Incentives; Momentum
- Longreads + Open Thread 29 Aug 2026 SPR, Speed, Driving, Learning, USV, Diversification, Financial Engineering, Rickover
- The HuggingFace Post-Mortem: Entomological Agents 28 Aug 2026 Plus! Rates; Coopetition; Supply Chains; Pivots; Liquidity
- Legislating from in Front of the Bench 27 Aug 2026 Plus! Accidental AI Plays; Overhangs; Safety/Privacy Tradeoffs; Complements; Scraping
- Data Flow 25 Aug 2026 Plus! Microcaps; AI Safety with Muskian Characteristics; Invisible Infrastructure; Bonds; Stability
- Ad-Supported Platforms are a Unique Antitrust Problem 24 Aug 2026 Plus! Diff Jobs; Brittle Buyers; Rates; Substitution Effects; Demand; Trades
- Longreads + Open Thread 22 Aug 2026 Ice, Bankruptcy, Collateral, Craziness, Venture, Investing, Overvaluation, Drexel
- Bootstrapping Humanoid Bots 21 Aug 2026 Plus! Frictional Costs; Bonds; IPOs; Thematic Investing; Catch-up Growth
- Does Nvidia Want to Own Some Mercor or Subsidize It? 20 Aug 2026 Plus! Positioning; Drones; Corporate Governance; Loyalty; The Pause
- Data Scarcity 18 Aug 2026 Plus! Defense; Points of Failure; Elasticity; DDOS; Liquidation
Link verified 8 Sept 2026. Recent items update automatically from the channel.