Napkin Math

Business breakdowns, by the numbers.

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Napkin Math

In Defense of the Unoptimized Life

Give yourself the space to be inspired

4 Jan 12, 2023 by Evan Armstrong

Napkin Math

It Is Always Time to Build

Interest rates do not equal innovation rates

Jan 5, 2023 by Evan Armstrong

Napkin Math

Meditations on AI Mecca

A dispatch from a hacker conference in San Francisco

Dec 21, 2022 by Evan Armstrong

Napkin Math

Should You Fire This Newsletter?

In which I analyze whether I’m good at my job

Dec 15, 2022 by Evan Armstrong

Napkin Math

The Primary Trends I’m Investing In Next Year

China, boring AI, vertical SaaS, and Apple's power

Dec 8, 2022 by Evan Armstrong

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The House of the Bloody Mouse

Where does Disney go from here?

Dec 1, 2022 by Evan Armstrong

Napkin Math

6 New Theories About AI

Software with superpowers

Nov 22, 2022 by Evan Armstrong

Napkin Math

Pinterest Has a Chance

The first full-stack shopping platform

Nov 10, 2022 by Evan Armstrong

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How Elon Wins

Twitter needs to pursue the algorithmic feed

1 Nov 3, 2022 by Evan Armstrong

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Venture Capital Is Ripe for Disruption

A world where a billion is a drop in the bucket

Oct 27, 2022 by Evan Armstrong

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Who Wins the AI Value Chain?

It's A Brave New World

Oct 14, 2022 by Evan Armstrong

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The Face That AI Built

My explorations in image generation

Oct 6, 2022 by Evan Armstrong

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Why Culture Eats Strategy

The Search For the Winning Formula

Sep 29, 2022 by Evan Armstrong

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The AI Writer

How tech is changing what it means to be an author

Sep 22, 2022 by Evan Armstrong

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When Creation Goes To Zero

Skynet Who?

Sep 15, 2022 by Evan Armstrong

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What I Learned From Being Cancer Free

Seven Years of Freedom

Sep 8, 2022 by Evan Armstrong

Napkin Math

Finance is Narrative Not Numbers

The Subtle Art of Manipulating CFOs

3 Aug 25, 2022 by Evan Armstrong

Napkin Math

What is an Asset?

Plus a new course from Napkin Math!

Aug 18, 2022 by Evan Armstrong

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A Tale Of Two Acquisitions

The Unity Conundrum

Aug 12, 2022 by Evan Armstrong

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The Meh-taverse

A Book Review

1 Aug 4, 2022 by Evan Armstrong

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Snapchat’s Probably Screwed

Apple's ATT Fallout Continues

Jul 28, 2022 by Evan Armstrong

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Crypto Has A Use Case

How Braintrust Used Tokens to Kickstart a Market

Jul 21, 2022 by Evan Armstrong

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Has Venture Lost Its Soul?

A Book Review of The Power Law

Jul 15, 2022 by Evan Armstrong

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Look On My Works, Ye Mighty, and Despair

I Have Some Thoughts To Share

1 Jun 30, 2022 by Evan Armstrong

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Facebook’s Capitulation

Abandoning a Trillion Dollar Advantage

Jun 23, 2022 by Evan Armstrong