Palantir, founded 23 years ago, is positioned as a data-integration company whose founding insight—that the operational knowledge of institutions running the world remains API-incomplete—has become ne…
Anthropic CEO Dario Amodei called for slowing the pace of AI development to a rate where "Progress will still seem fast," a position endorsed by OpenAI CEO Sam Altman, Google DeepMind CEO Demis Hassab…
Anthropic reported financial results indicating it is not spending as fast as expected, according to The Diff's latest newsletter. The newsletter also discusses the role of financial entrepreneurship …
The Diff's newsletter argues that financial planning and analysis (FP&A) is most valuable for companies where granular unit economics—customer acquisition costs, lifetime value, and margin evolution—d…
Byrne Hobart's August 6, 2026 edition of The Diff examines the political dynamics of visible versus invisible AI, arguing that the most consequential AI systems operate behind the scenes, shaping deci…
A new analysis from The Diff examines how wealthy tech investors are using AI-focused funds as hedges against both business disruption and existential risks, noting that tail-risk hedging strategies m…
Byrne Hobart's July 30, 2026 edition of 'The Diff' introduces a 'Natty-or-not' framework for evaluating everything, covering topics including liability, drones, prediction markets with CCP characteris…
The newsletter discusses the challenges of measuring developer productivity and predicting timelines, drawing parallels between Fred Brooks' 'The Mythical Man-Month' and modern AI agentic software dev…
A new market simulation by Victor Haghani and Rich Dewey shows that blind extrapolation—investors naively assuming recent returns will continue—produces realistic market phenomena like excess volatili…