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More from The Diff

Longreads + Open Thread

Data, Invisible Software, The Post, AI, Cheating, Control, Star Wars

3 weeks ago 12 votes
Who Else But Google?

Plus! Tariff Plays; Good Trades; Capital Structure; Moderation; Debt and the Dollar

3 weeks ago 10 votes
Expect More Politically Inscrutable Assassinations

Plus! Coasian Bargains; Movies; Currency; OpenAI; Tariffs

3 weeks ago 10 votes
Peak Berkshire (In a Good Way)

Plus! Diff Jobs; Decoupling; Who Trains the Model-Trainers; Cash Cycles; AI and ARR; Gating

4 weeks ago 10 votes

More in finance

OpenAI featured chatbot is pushing extreme surgeries to “subhuman” men

OpenAI's featured chatbot recommends $200,000 in surgeries while promoting incel ideology

2 days ago 6 votes
The Origin of the Tatas

How one of the oldest business empires on the subcontinent got started, and how one man’s values laid the foundation for five generations of business conduct.

a week ago 7 votes
April 2025 – balmy weather, barmy markets

Better late than never, I’m doing a quick update on April. More for the record than because anything particularly notable happened in the portfolio, ignoring the mid month gyrations. It was a lovely month, April. I did a bit of travelling, but the UK had generally lovely spring weather – as the photos illustrate. I… Continue reading April 2025 – balmy weather, barmy markets →

a week ago 8 votes
Claude 4 Has Arrived: Anthropic’s AI Agents Raise the Bar for Autonomous Intelligence

Anthropic has officially launched the Claude 4 model family, and with it, the frontier of artificial intelligence just shifted again.

a week ago 11 votes
Cases from The Heart of Innovation

Three cases from The Heart of Innovation, picked to demonstrate the ideas of Deliberate Innovation.

a week ago 9 votes