Napkin Math

Profit and power in technology.

Oct 14, 2022

Who Wins the AI Value Chain?

It's A Brave New World

May 5, 2022

The Empire Stripes Back

A $100B Bet on Two Brothers

Dec 21, 2023

Should You Fire This Newsletter? 2023 Edition

2024 is the year I go big

Jun 6, 2023

The Bugman Cometh

My sick, unexplainable desire to buy a face computer

Sep 21, 2023

Oh No, I Kinda Want to Work for Elon

An examination of the man-child who would be king

Aug 17, 2023

The Internet Is Still Early

Neither hellscape nor utopia—the internet makes society anew

Jan 25, 2024

The Zone of Deployment

How can you know when to invest?

May 26, 2022

The Addiction Economy

Addicted, Overwhelmed, Oversubscribed: How Technology Hooked the World

Oct 26, 2023

Live Fuller, Not Bigger

You must escape the shallow joy of more

May 12, 2022

Crypto’s Failed Promise

The problem with crypto-as-a-nation-state

Sep 18, 2020

How Chegg Grew Their Share Price 20x In Four Years

Chegg grew their stock price from under $10 to over $85. They did it by changing their business model from the ground up and investing in digital media content.

May 11, 2023

Why Are Republicans Better at Making Money on the Internet?

What consumer tech and media got wrong

May 25, 2023

Dying Whales and Dying Billionaires

A note about power

Apr 13, 2023

Steve Jobs’ Legacy for Builders

A book that lit a fire in my soul

Feb 1, 2024

Crypto’s Prophet Speaks

A16z’s Chris Dixon hasn’t abandoned the faith with his new book, 'Read Write Own'

Nov 2, 2023

How to Win Arguments and Manipulate Managers

Make your spreadsheets shape strategy

Jul 28, 2022

Snapchat’s Probably Screwed

Apple's ATT Fallout Continues

Jun 15, 2023

OpenAI’s Code Interpreter Is About to Remake Finance

Get in loser, we’re disrupting Oracle

Apr 28, 2022

Cash—Kingmaker or Killer?

A examination of when cash can anoint a market winner

Sep 30, 2021

NFT Projects are just MLMs for Tech Elites

A somewhat impartial review of current NFT business models

Aug 10, 2023

The Futility of Utility

Why do I choose to do things that aren't in my best interest?

Mar 30, 2023

Tinder Is Way More Important Than You Think

Forget AI, the people want to bone

Oct 1, 2024

Dad Mode

The secret to personal growth isn't in self-help books or ayahuasca trips. It's in a $1.99 pregnancy test from Target.

Jul 27, 2023

Snap’s Probably Screwed (Again)

Maybe Elon should buy it