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AI imagery is more popular, more powerful, and less harmful than you think
Is AI training a sustainable business model for the future?
The company has every possible advantage, but can they use it?
What America's Oldest Jeweler Can Teach Us About the Value of Bling
After a short break, Napkin Math returns with a new writer
The history of cloud computing, how DevOps and Observability became so big, and the fate of Datadog
The Murky Future of American Housing
Can AI agents make you a billionaire?
What happens when our computers know us better than we know ourselves?
How Technology Enables Companies to Charge More
Where you can find my analysis going forward
Hints to why their shares popped 60% in their first day
When everyone’s a streamer, nobody is.
Content is cheaper than ever to produce. That will bring devastation—and a new wave of opportunity.
Many schools have closed, representing a unique opportunity to buy school bus operators. With a strong moat, now might be the right time to buy.
Net Income and the Refactoring of Our Financial Ideology
Only if buttressed with smart policy, Ezra Klein and Derek Thompson argue in their new book, 'Abundance'
Who wins in AI coding—and who loses?
Apple has a hit on its hands. Will it seize the opportunity?
How Amazon Marketplace works, how Thrasio built a unicorn, the platform risk associated with the strategy, and regulation concerns.
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Evan Armstrong
Adam Keesling
