Napkin Math

Business breakdowns, by the numbers.

Subscribe
Napkin Math

The Case Against Sam Altman

The board is bad at their job, but they may not be crazy

2 Nov 21, 2023 by Evan Armstrong

Napkin Math

COGS: How I Bankrupted MoviePass

An intuitive explainer for how to lose money and win anyway

4 Nov 16, 2023 by Evan Armstrong

Napkin Math

We Should All Want to Be Mitt Romney

What is the point of F U money if you never say F U?

3 Nov 9, 2023 by Evan Armstrong

Napkin Math

How to Win Arguments and Manipulate Managers

Make your spreadsheets shape strategy

7 Nov 2, 2023 by Evan Armstrong

Napkin Math

Live Fuller, Not Bigger

You must escape the shallow joy of more

10 Oct 26, 2023 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

Falling Out of Love With Michael Lewis

The complicated demands of business writing

17 Oct 11, 2023 by Evan Armstrong

Napkin Math

Automate the Simple Stuff With Stupid Tools

This is the dumbest AI will ever be—and it’s still magic

7 Oct 5, 2023 by Evan Armstrong

Napkin Math

The Double Bind Theory—Or Why Sensationalism (Unfortunately) Works

If you want to win, you gotta spike

4 Sep 28, 2023 by Evan Armstrong

Napkin Math

Oh No, I Kinda Want to Work for Elon

An examination of the man-child who would be king

12 Sep 21, 2023 by Evan Armstrong

Napkin Math

Defense Tech Shouldn’t Be Sexy

Weapons are a necessary evil, not a hype-y consumer product

1 Sep 14, 2023 by Evan Armstrong

Napkin Math

You Need to Know What You Are Betting On

How to think about investing in a startup versus a public company

1 Sep 7, 2023 by Evan Armstrong

Napkin Math

The Internet Demands Greatness

No one cares, so take more risks

5 Aug 31, 2023 by Evan Armstrong

Napkin Math

A TikTok Competitor Is About to IPO—And It’s Deeply Suspicious

Triller's S1 raises questions about its numbers

3 Aug 24, 2023 by Evan Armstrong

Napkin Math

The Internet Is Still Early

Neither hellscape nor utopia—the internet makes society anew

2 Aug 17, 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

Devote Yourself to the Cause of Your Life

Your to-do list can wait

1 Aug 3, 2023 by Evan Armstrong

Napkin Math

Snap’s Probably Screwed (Again)

Maybe Elon should buy it

Jul 27, 2023 by Evan Armstrong

Napkin Math

Of Course You Can Beat the Market

Free your mind from the Efficient Market Hypothesis

1 Jul 20, 2023 by Evan Armstrong

Napkin Math

OpenAI’s Code Interpreter Is About to Remake Finance

Get in, loser—we’re disrupting Oracle

Jul 13, 2023 by Evan Armstrong

Napkin Math

What Happened to the Creator Economy?

The burden of missed expectations

2 Jun 29, 2023 by Evan Armstrong

Napkin Math

Shopping for AI Shovels: The MosaicML Acquisition

Why would Databricks spend $1.3B?

Jun 27, 2023 by Evan Armstrong

Napkin Math

AI Can Construct a Trading Strategy Now

And it means there are big changes ahead for what software can do

Jun 22, 2023 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

The Bugman Cometh

My sick, unexplainable desire to buy a face computer

1 Jun 6, 2023 by Evan Armstrong