Napkin Math

Profit and power in technology.

Apr 18, 2024

Don’t Dismiss the Apple Vision Pro

Apple has a hit on its hands. Will it seize the opportunity?

Apr 16, 2024

Distribution Is King

What video games can teach us about building billion-dollar companies

Apr 11, 2024

Can the Truly Moral Billionaire Please Stand Up?

My quest to find Jesus Christ with a Gulfstream

Apr 4, 2024

How I Use ChatGPT (As a Reasonable Person)

My AI awakening

Apr 3, 2024

The One-person Billion-dollar Company

Can AI agents make you a billionaire?

Mar 28, 2024

What Are AI Agents—And Who Profits From Them?

The newest wave of AI research is changing everything

Mar 26, 2024

How to Make Millions on Discord

A new distribution channel has opened

Mar 21, 2024

Why Polarity Pays

The complicated social and financial incentives at the heart of online publishing

Mar 7, 2024

Ads in the Age of AI

Weirder, different, and new

Mar 5, 2024

Claude 3 Is The Most Human AI Yet

But that doesn’t mean it's going to beat ChatGPT

Feb 29, 2024

Reddit: The Internet’s Bellwether

Is AI training a sustainable business model for the future?

Feb 27, 2024

What the Media Is Getting Wrong About AI

The future must be built on truth

Feb 22, 2024

AI and the Vision Pro Don’t Need a Killer App

Software that drives hardware adoption is rarer than you think

Feb 15, 2024

Autonomous Vehicles Have a Problem of Narrative

The tech industry needs to be honest about the trade-offs of risk

Feb 8, 2024

The One-person Billion-dollar Company

Can AI agents make you a billionaire?

Feb 6, 2024

Profit, Power, and the Vision Pro

Will Apple’s new headset change everything?

Feb 1, 2024

Crypto’s Prophet Speaks

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

Jan 25, 2024

The Zone of Deployment

How can you know when to invest?

Jan 11, 2024

The Books, Videos, Movies, and TV Shows That Changed Me Last Year

If you want to develop great taste, you must taste a lot of stuff

Dec 21, 2023

Should You Fire This Newsletter? 2023 Edition

2024 is the year I go big

Dec 14, 2023

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

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

Dec 7, 2023

The Impossibility of Being Charlie

RIP to nerd Jesus

Dec 5, 2023

Death of a Flywheel

Amazon and Berkshire Hathaway got really big. Here’s why it might kill them.

Nov 30, 2023

How I Use ChatGPT (As A Reasonable Person)

My AI awakening