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…
Byrne Hobart's newsletter edition, 'Legislating from in Front of the Bench,' published on 27th August 2026, discusses the interplay between AI regulation and technological development, highlighting ac…
Byrne Hobart's August 25, 2026 edition of 'Data Flow' covers microcaps, AI safety with 'Muskian characteristics,' invisible infrastructure, bonds, and stability, highlighting the intersection of techn…
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…
Byrne Hobart explores the concept of AI functioning as a 'conscientiousness prosthetic,' enhancing human productivity and decision-making. The article also covers topics such as payments, value captur…
Apple filed a lawsuit on Friday accusing multiple former employees of leaking trade secrets to OpenAI, alleging that one ex-employee exploited a rare authentication bug to access Apple's network after…
Byrne Hobart's newsletter explores whether AI art has been attempted, alongside topics like pricing, rewrites, distribution, and managed markets, in the July 10, 2026 edition.…
Byrne Hobart predicts that AI labs will briefly operate as neoclouds, offering compute capacity to outsiders before pivoting, in a 2026 essay that also covers FDE crunch, Fable, egg futures, IBM's evo…
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…
Byrne Hobart questions the reliability of Hacker News commenters in his latest edition, also covering threshold effects, the open-face AI sandwich, legal DDOS, arms races, and sales funnels.…
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…
Byrne Hobart's newsletter 'N > 1' discusses AI's inevitable integration with advertising, market momentum, volatility, OpenAI developments, and media ecosystems in its June 16, 2026 edition.…
Elon Musk's net worth has crossed the trillion-dollar threshold, sparking debate about the meaning and implications of such extreme wealth. Critics argue that wealth equals power, but the author conte…
Bending Spoons has built a business model around acquiring and revitalizing aging mobile apps, generating high returns by leveraging user nostalgia and efficient operational improvements. The company'…
The rapid expansion of AI hardware manufacturing is creating economic distortions reminiscent of Dutch disease, where a booming sector drives up costs and draws resources away from other industries. T…