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A Review of An Ugly Truth
Twilio rode its API to a $66B valuation. Now it’s trying to become the Universal Switchboard for the internet.
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
A Case Study on Market Structures and Harm
How Technology Enables Companies to Charge More
Come take an early peak at the future
Net Income and the Refactoring of Our Financial Ideology
How a Scrappy Utah Software Company Ignored Every Silicon Valley Heuristic and Won Anyway
How governments and companies are engaged in mutual manipulation
It’s overrated—both financially and emotionally
Clarifying the murky middle ground between Gross Profits and Net Income
What America's Oldest Jeweler Can Teach Us About the Value of Bling
Screenshots of my contract and the financial model I used to decide
An Intuitive Explainer for How To Lose Money and Win Anyway
After a short break, Napkin Math returns with a new writer
Finally, a clear explanation of bookings, billings and revenue
How product, marketing, and cost innovations create a massive opportunity
Taking a look at the best companies deep dives of the past year, including posts on Fiverr/Upwork, Carta, Tyler Corporation, CostCo and more
In China, livestreaming has changed eCommerce. Learn about how it works, what the hosts do during the steam, and how it could impact American eCommerce.
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.
Evan Armstrong
Adam Keesling