Napkin Math

Spotify’s Quest to Own Your Ear

A Napkin Math and Trapital Production

30 🔒 Jan 31, 2022 by Evan Armstrong


Tokenomics 101: The Basics of Evaluating Cryptocurrencies

Supply, Demand, and Memes. Lots of Memes.

413 Dec 17, 2021 by Nat Eliason

How Resilient is the Internet?

Recent outages test the limits of a centralized internet

38 Dec 9, 2021 by Nikhil Mulani

Napkin Math

Should you invest in Wish? An S-1 Analysis

A look inside the S-1 of Wish. Included is the background of Wish, a look at their margins, how the universal postal union is changing their cost structure, how their CAC is rising and if they are viable long-term.

85 Dec 1, 2020 by Adam Keesling