Napkin Math

Napkin Math

Meditations on AI Mecca

A dispatch from a hacker conference in San Francisco

♥ 84 Dec 21, 2022 by Evan Armstrong

Napkin Math

Twitter’s Probably Screwed

The Rugged Landscape of Digital Advertising

♥ 78 🔒 Mar 30, 2022 by Evan Armstrong

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Selective Optimism

People who promise high returns forever are liars

♥ 73 🔒 Jun 16, 2022 by Evan Armstrong

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The Futility of Utility

A personal essay

♥ 72 🔒 Apr 8, 2022 by Evan Armstrong

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It Is Always Time to Build

Interest rates do not equal innovation rates

♥ 70 Jan 5, 2023 by Evan Armstrong

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The Quest for Monopoly

A history of stock market exchanges: from fragmentation to monopoly, monopoly to fragmentation and back again.

♥ 69 Aug 25, 2020 by Adam Keesling

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Who Wins the AI Value Chain?

It's A Brave New World

♥ 66 Oct 14, 2022 by Evan Armstrong

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The Meh-taverse

A Book Review

♥ 66 Aug 4, 2022 by Evan Armstrong

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How Startups Can Survive the Creator Economy Winter

The Race for Revenue Share

♥ 64 May 19, 2022 by Evan Armstrong

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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.

♥ 64 Sep 18, 2020 by Adam Keesling

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What I Learned From Being Cancer Free

Seven Years of Freedom

♥ 61 🔒 Sep 8, 2022 by Evan Armstrong

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Has Venture Lost Its Soul?

A Book Review of The Power Law

♥ 60 Jul 15, 2022 by Evan Armstrong

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Software is Eating the Individual

The Embedded Human

♥ 58 🔒 Jun 10, 2022 by Evan Armstrong

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Joe Rogan: The Platform-Proof Creator

Spotify’s No-Win Predicament

♥ 54 🔒 Feb 25, 2022 by Evan Armstrong

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The AI Writer

How tech is changing what it means to be an author

♥ 53 🔒 Sep 22, 2022 by Evan Armstrong

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Pinterest Has a Chance

The first full-stack shopping platform

♥ 52 Nov 10, 2022 by Evan Armstrong

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NFT Projects are just MLMs for Tech Elites

A somewhat impartial review of current NFT business models

♥ 52 Sep 30, 2021 by Evan Armstrong

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Cash—Kingmaker or Killer?

A examination of when cash can anoint a market winner

♥ 52 Apr 28, 2022 by Kyle Harrison

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Investing on Instinct

Why the best deals are done with no data at all

♥ 51 🔒 Dec 1, 2021 by Evan Armstrong

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The Investment Opportunity in School Bus Operators

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.

♥ 50 Sep 4, 2020 by Adam Keesling

Napkin Math

Cash Conversion Cycle: Bridging the Gap Between Profitability & Cash Flow

What is the Cash Conversion Cycle and why is it useful? In this post, we discuss the Cash Conversion Cycle formula, an example calculation, and a comparison of public retailer IPOs.

♥ 49 🔒 Nov 12, 2020 by Adam Keesling