Napkin Math

Business breakdowns, by the numbers.

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Napkin Math

What Happened to the Creator Economy?

The burden of missed expectations

2 Jun 29, 2023 by Evan Armstrong

Napkin Math

Shopping for AI Shovels: The MosaicML Acquisition

Why would Databricks spend $1.3B?

Jun 27, 2023 by Evan Armstrong

Napkin Math

AI Can Construct a Trading Strategy Now

And it means there are big changes ahead for what software can do

Jun 22, 2023 by Evan Armstrong

Napkin Math

OpenAI’s Code Interpreter Is About to Remake Finance

Get in loser, we’re disrupting Oracle

Jun 15, 2023 by Evan Armstrong

Napkin Math

The Bugman Cometh

My sick, unexplainable desire to buy a face computer

1 Jun 6, 2023 by Evan Armstrong

Napkin Math

The Cost of Greatness

What will be the blood sacrifice on your altar of ambition?

2 Jun 1, 2023 by Evan Armstrong

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Dying Whales and Dying Billionaires

A note about power

May 25, 2023 by Evan Armstrong

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Meet Your New Finance Intern: GPT-4

How AI will reshape what finance professionals do

1 May 18, 2023 by Evan Armstrong

Napkin Math

Why Are Republicans Better at Making Money on the Internet?

What consumer tech and media got wrong

May 11, 2023 by Evan Armstrong

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7 Reasons Media Is a No-Good, Horrible, Rotten Business That I Love Anyways

Plus a few things that bring me hope

1 May 4, 2023 by Evan Armstrong

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Death of a Flywheel

How Amazon and Berkshire got too big

Apr 27, 2023 by Evan Armstrong

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You Probably Shouldn’t Work at a Startup

It’s overrated—both financially and emotionally

1 Apr 20, 2023 by Evan Armstrong

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Steve Jobs’ Legacy for Builders

A book that lit a fire in my soul

3 Apr 13, 2023 by Evan Armstrong

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We Don’t Know Enough About the Pornhub Acquisition

One of the world’s most important websites was sold and nobody cares

2 Apr 6, 2023 by Evan Armstrong

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Tinder Is Way More Important Than You Think

Forget AI, the people want to bone

Mar 30, 2023 by Evan Armstrong

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How AI Changes the Media Business

Why community and social network effects will be key to winning the future

6 Mar 23, 2023 by Evan Armstrong

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Technology Is Good Actually

Startups screw up sometimes, but making things cheaper is a moral necessity

Mar 16, 2023 by Evan Armstrong

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A Dearth of Secrets, an Excess of Capital: SVB’s Explosion

We may be entering a more ruthless era in tech

Mar 13, 2023 by Evan Armstrong

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Recommendation Algorithms Are a Necessary Evil (Sort Of)

AI is about to remake our information ecosystem and it is past time for us to prepare

Mar 9, 2023 by Evan Armstrong

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Should I Quit and Start a Franchise?

I’m wondering if I can deep-fry my way out of the apocalypse

4 Mar 2, 2023 by Evan Armstrong

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When Content Creation Goes to Zero

AI is making a world where it costs nothing to produce anything. What happens next?

Feb 23, 2023 by Evan Armstrong

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Bada Bing: Why Microsoft Wants Google to Dance

Surely nothing bad will happen with an AI hooked up to the internet

Feb 16, 2023 by Evan Armstrong

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The Meditations of Vinyl Jesus

Music producer Rick Rubin explores the creative process

Feb 9, 2023 by Evan Armstrong

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AI Looks Like a Bubble

Investors need to take a cold shower

1 Feb 2, 2023 by Evan Armstrong

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How Technology Giants Die

GE, Amazon, and the flywheel of death

4 Jan 26, 2023 by Evan Armstrong