Napkin Math

Business breakdowns, by the numbers.

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Napkin Math

Distribution Is King

What video games can teach us about building billion-dollar companies

3 Apr 16, 2024 by Evan Armstrong

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Don’t Dismiss the Apple Vision Pro

Apple has a hit on its hands. Will it seize the opportunity?

2 Apr 18, 2024 by Evan Armstrong

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Some Things I Know (And Some Things I Don’t)

What have I learned from two years of writing?

🔒 Apr 23, 2024 by Evan Armstrong

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The AI Wars Have Begun

OpenAI, Meta, and the $120 billion battle for the future of intelligence

🔒 Apr 30, 2024 by Evan Armstrong

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The AI Hardware Dilemma

Why new devices are flopping—and how they might succeed

1 May 2, 2024 by Evan Armstrong

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The Right Kind of Asshole

A founder’s personality can differentiate them—or destroy them

4 May 7, 2024 by Evan Armstrong

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Patreon Should Buy Substack to Save Creators

The solution to the problem of social media is to build something better

7 May 9, 2024 by Evan Armstrong

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Google Goes All In on AI

The company has every possible advantage, but can they use it?

🔒 May 15, 2024 by Evan Armstrong