Byrne Hobart
2021
https://diff.substack.com/p/discourses-on-big-tech
https://diff.substack.com/p/globalized-talent-and-the-brand-grab
sept 2021 Identity and the Login: Who Owns "Who's That?" Byrne Hobart
optionality
The Startling Convexity of Expertise
Sin, Secret, Series A
Optionality is for Innumerate Cowards... and pdf
Bundling, Distribution, The convexity of knowledge
https://diff.substack.com/p/your-life-is-almost-a-call-option
finance
https://marker.medium.com/why-its-hard-to-kill-the-bloomberg-terminal-61073482e496
https://future.a16z.com/well-behaved-bubbles-history-innovation/
https://diff.substack.com/p/the-gamerarbitrageur-to-generalist
software
Cloudflare's Intelligent Design Byrne Hobart
https://diff.substack.com/p/surviving-a-combinatorial-explosion
Hardware-as-a-Service by Byrne Hobart from The Diff
Paul Graham points out something Fitbit, GoPro, and Sonos investors have also observed: hardware is hard.
https://diff.substack.com/p/the-alternative-data-primer-part
Long read
https://kulesa.substack.com/p/tyler-cowen-is-the-best-curator-of
https://constructionphysics.substack.com/p/building-complexity-and-the-construction