Napkin Math

Business breakdowns, by the numbers.

Subscribe
Napkin Math

Are We Really Addicted?

An interview with Nir Eyal

6 Jun 22, 2022 by Evan Armstrong

Napkin Math

Selective Optimism

People who promise high returns forever are liars

Jun 16, 2022 by Evan Armstrong

Napkin Math

Software is Eating the Individual

The Embedded Human

Jun 10, 2022 by Evan Armstrong

Napkin Math

The Inventor of the iPhone Has Some Thoughts

Build by Tony Fadell: A Review

1 Jun 2, 2022 by Evan Armstrong

Napkin Math

The Addiction Economy

Addicted, Overwhelmed, Oversubscribed: How Technology Hooked the World

May 26, 2022 by Evan Armstrong

Napkin Math

How Startups Can Survive the Creator Economy Winter

The Race for Revenue Share

May 19, 2022 by Evan Armstrong

Napkin Math

Crypto’s Failed Promise

The problem with crypto-as-a-nation-state

1 May 12, 2022 by Evan Armstrong

Napkin Math

The Empire Stripes Back

A $100B Bet on Two Brothers

May 5, 2022 by Evan Armstrong

Napkin Math

Cash—Kingmaker or Killer?

A examination of when cash can anoint a market winner

Apr 28, 2022 by Kyle Harrison

Napkin Math

Microsoft should buy Netflix

Netflix and Bill

1 Apr 21, 2022 by Evan Armstrong

Napkin Math

The Race for New Payment Rails

Who is building the next Visa?

Apr 14, 2022 by Reggie Young

Napkin Math

The Futility of Utility

A personal essay

Apr 8, 2022 by Evan Armstrong

Napkin Math

Twitter’s Shot at Becoming a Meme Stock

It’s Musk's world and we’re just tweeting in it

Apr 5, 2022 by Evan Armstrong

Napkin Math

Twitter’s Probably Screwed

The Rugged Landscape of Digital Advertising

1 Mar 30, 2022 by Evan Armstrong

Napkin Math

Planet of the Billion Dollar Bored Apes

Is Bored Ape Yacht Club a Decentralized Disney?

1 Mar 24, 2022 by Evan Armstrong

Napkin Math

BIG announcement incoming

I'm going full time on Napkin Math

3 🔒 Mar 23, 2022 by Evan Armstrong

Napkin Math

How To Get Leverage On Your Ideas

The Power Output Equation

Mar 10, 2022 by Evan Armstrong

Napkin Math

Joe Rogan: The Platform-Proof Creator

Spotify’s No-Win Predicament

2 Feb 25, 2022 by Evan Armstrong

Napkin Math

The Future of Netflix

When everyone’s a streamer, nobody is.

Feb 17, 2022 by Evan Armstrong

Napkin Math

Is YC the Monopoly It Thinks It Is?

The Pricing Power Flex

Feb 10, 2022 by Evan Armstrong

Napkin Math

Spotify’s Quest to Own Your Ear

A Napkin Math and Trapital Production

Jan 31, 2022 by Evan Armstrong

Napkin Math

Will Tokens Replace Equity?

The Weird Future Ahead

1 Jan 27, 2022 by Evan Armstrong

Napkin Math

3 Thoughts On Justworks

The newest SaaS company to hit the public markets

2 Jan 13, 2022 by Evan Armstrong

Napkin Math

What the hell is going on with Lambda School?

The complicated business of selling social good

2 Jan 6, 2022 by Evan Armstrong

Napkin Math

The primary trends I’m investing in next year

Inflation, web3, embedded fintech, investing in people, and the newsletter winter that is coming

Dec 16, 2021 by Evan Armstrong