Napkin Math

Business breakdowns, by the numbers.

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Napkin Math

Snapchat’s Probably Screwed

Apple's ATT Fallout Continues

Jul 28, 2022 by Evan Armstrong

Napkin Math

OpenAI’s Code Interpreter Is About to Remake Finance

Get in loser, we’re disrupting Oracle

Jun 15, 2023 by Evan Armstrong

Napkin Math

Tinder Is Way More Important Than You Think

Forget AI, the people want to bone

Mar 30, 2023 by Evan Armstrong

Napkin Math

The Futility of Utility

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

1 Aug 10, 2023 by Evan Armstrong

Napkin Math

You Probably Shouldn’t Work at a Startup

It’s overrated—both financially and emotionally

1 Apr 20, 2023 by Evan Armstrong

Napkin Math

Venture Capital Is Ripe for Disruption

A world where a billion is a drop in the bucket

Oct 27, 2022 by Evan Armstrong

Napkin Math

Every Software Business Has the Same Playbook

The strange contradiction at the heart of B2B SaaS

Oct 19, 2023 by Evan Armstrong

Napkin Math

Should You Fire This Newsletter?

In which I analyze whether I’m good at my job

Dec 15, 2022 by Evan Armstrong

Napkin Math

Death of a Flywheel

How Amazon and Berkshire got too big

Apr 27, 2023 by Evan Armstrong

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When Creation Goes To Zero

Skynet Who?

Sep 15, 2022 by Evan Armstrong

Napkin Math

Meet Your New Finance Intern: GPT-4

How AI will reshape what finance professionals do

1 May 18, 2023 by Evan Armstrong

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Meditations on AI Mecca

A dispatch from a hacker conference in San Francisco

Dec 21, 2022 by Evan Armstrong

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6 New Theories About AI

Software with superpowers

Nov 22, 2022 by Evan Armstrong

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The Meditations of Vinyl Jesus

Music producer Rick Rubin explores the creative process

Feb 9, 2023 by Evan Armstrong

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How Elon Wins

Twitter needs to pursue the algorithmic feed

1 Nov 3, 2022 by Evan Armstrong

Napkin Math

How Technology Giants Die

GE, Amazon, and the flywheel of death

4 Jan 26, 2023 by Evan Armstrong

Napkin Math

The Inventor of the iPhone Has Some Thoughts

Build by Tony Fadell: A Review

1 Jun 2, 2022 by Evan Armstrong

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Bada Bing: Why Microsoft Wants Google to Dance

Surely nothing bad will happen with an AI hooked up to the internet

Feb 16, 2023 by Evan Armstrong

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The primary trends I’m investing in next year

Inflation, web3, embedded fintech, investing in people, and the newsletter winter that is coming

Dec 16, 2021 by Evan Armstrong

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A Dearth of Secrets, an Excess of Capital: SVB’s Explosion

We may be entering a more ruthless era in tech

Mar 13, 2023 by Evan Armstrong

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COGS: How I Bankrupted MoviePass

An Intuitive Explainer for How To Lose Money and Win Anyway

9 Apr 15, 2021 by Evan Armstrong

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Want to Build? Technical Excellence Won’t Be Enough.

This new era of startups requires a founder baptized in the humanities

5 Dec 14, 2023 by Evan Armstrong

Napkin Math

Twitter’s Probably Screwed

The Rugged Landscape of Digital Advertising

1 Mar 30, 2022 by Evan Armstrong

Napkin Math

Should You Fire This Newsletter? 2023 Edition

2024 is the year I go big

11 Dec 21, 2023 by Evan Armstrong

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Why Culture Eats Strategy

The Search For the Winning Formula

Sep 29, 2022 by Evan Armstrong