https://diff.substack.com/
## 2021
https://diff.substack.com/p/discourses-on-big-tech
- [Yandex: Google Through the Looking Glass](https://diff.substack.com/p/yandex-google-through-the-looking?token=eyJ1c2VyX2lkIjoxMjA3OTgxNywicG9zdF9pZCI6NDE0NTQxNzQsIl8iOiJaSkdBRyIsImlhdCI6MTYzMTg5MTA5OCwiZXhwIjoxNjMxODk0Njk4LCJpc3MiOiJwdWItMTk0MzAiLCJzdWIiOiJwb3N0LXJlYWN0aW9uIn0.wrU7ATK5OoUZualscl6ohBXCy7NXdmNLp1qAn3-cShM)
https://www.scientificamerican.com/article/simple-mathematical-law-predicts-movement-in-cities-around-the-world/
- https://diff.substack.com/p/globalized-talent-and-the-brand-grab
- sept 2021 [Identity and the Login: Who Owns "Who's That?"](https://diff.substack.com/p/identity-and-the-login-who-owns-whos?token=eyJ1c2VyX2lkIjoxMjA3OTgxNywicG9zdF9pZCI6NDE3NTI4NTcsIl8iOiJaSkdBRyIsImlhdCI6MTYzMjQ4OTkwNCwiZXhwIjoxNjMyNDkzNTA0LCJpc3MiOiJwdWItMTk0MzAiLCJzdWIiOiJwb3N0LXJlYWN0aW9uIn0.IuGjMixWFjO2EYOXn7GRfYXIa2um-uUQdxW5aVz8HTc) Byrne Hobart
## optionality
[The Startling Convexity of Expertise](https://medium.com/@byrnehobart/the-startling-convexity-of-expertise-5058e90a6c19)
[Sin, Secret, Series A](https://medium.com/@byrnehobart/sin-secret-series-a-4046aedf8e75)
[Optionality is for Innumerate Cowards](https://medium.com/@byrnehobart/optionality-is-for-innumerate-cowards-f2c5a759b607)... [and pdf](https://knowen-production.s3.amazonaws.com/uploads/attachment/file/4617/Optionality%2Bis%2Bfor%2BInnumerate%2BCowards%2B-%2BByrne%2BHobart%2B-%2BMedium.pdf)
[Bundling, Distribution, The convexity of knowledge](https://diff.substack.com/p/newsletters-and-new-media-economics)
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](https://diff.substack.com/p/cloudflares-intelligent-design) Byrne Hobart
https://diff.substack.com/p/surviving-a-combinatorial-explosion
[Hardware-as-a-Service](https://diff.substack.com/p/hardware-as-a-service?token=eyJ1c2VyX2lkIjoxMjA3OTgxNywicG9zdF9pZCI6MTYxNTc5NzQsIl8iOiJaSkdBRyIsImlhdCI6MTYwNDA3NTgxNywiZXhwIjoxNjA0MDc5NDE3LCJpc3MiOiJwdWItMTk0MzAiLCJzdWIiOiJwb3N0LXJlYWN0aW9uIn0.J0TBzTy6xj5t47pKdE-x5uCqrW-tX4TQCLJDwVwrJ1w) 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