Evan Armstrong is the lead writer at Every. He explores profit and power in technology in his column, Napkin Math.
Why would Databricks spend $1.3B?
Notion: The Embattled Artist
The complicated business of selling social good
What video games can teach us about building billion-dollar companies
A Case Study on Market Structures and Harm
An intuitive explainer for how to lose money and win anyway
The Power Output Equation
Where does Disney go from here?
8 pieces of technology that have dramatically improved my life
TL;DRThis is the second post on a deep dive in GTM metrics with a focus today on Revenue RetentionSnowflake is a software Dracula. It latche
Will Apple’s new headset change everything?
If you want to win, you gotta spike
Half a century removed from its glory days, the Hollywood giant has a new rescue plan
The future must be built on truth
Triller's S1 raises questions about its numbers
Amazon and Berkshire Hathaway got really big. Here’s why it might kill them.
How the LTV/CAC ratio is manipulated to take advantage of retail investors
After a short break, Napkin Math returns with a new writer
Some researchers are convinced that we are on the cusp of superintelligence. Are they right?
China, boring AI, vertical SaaS, and Apple's power
How governments and companies are engaged in mutual manipulation
Get in, loser—we’re disrupting Oracle
Software that drives hardware adoption is rarer than you think
A Napkin Math and Trapital Production
