Evan is the lead writer at Every. He explores power and profit in technology in his twice-weekly Napkin Math column.
Give yourself the space to be inspired
The complicated social and financial incentives at the heart of online publishing
Apple has a hit on its hands. Will it seize the opportunity?
Finally, a clear explanation of bookings, billings and revenue
After a short break, Napkin Math returns with a new writer
An Intuitive Explainer for How To Lose Money and Win Anyway
Screenshots of my contract and the financial model I used to decide
How governments and companies are engaged in mutual manipulation
Net Income and the Refactoring of Our Financial Ideology
How Technology Enables Companies to Charge More
A Case Study on Market Structures and Harm
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
Twilio rode its API to a $66B valuation. Now it’s trying to become the Universal Switchboard for the internet.
A Review of An Ugly Truth
In Practice Beta V2
The market failures damning content to ever increasing sensationalism
How the LTV/CAC ratio is manipulated to take advantage of retail investors
Hints to why their shares popped 60% in their first day
A somewhat impartial review of current NFT business models
The impending doom of horizontal SaaS
Exploring the SPAC Frontier
An examination of the Twitch Hack data
Who has the brawn to capture creator’s profit?
It’s overrated—both financially and emotionally
