Every

Sep 9, 2021

Tech stocks’ favorite lie to investors

How the LTV/CAC ratio is manipulated to take advantage of retail investors

Sep 23, 2021

Toast—a Vision of Software’s Future

Hints to why their shares popped 60% in their first day

Sep 30, 2021

NFT Projects are just MLMs for Tech Elites

A somewhat impartial review of current NFT business models

Oct 7, 2021

The End of Software, Again

The impending doom of horizontal SaaS

Oct 14, 2021

Who is Making Money in Space?

Exploring the SPAC Frontier

Oct 28, 2021

The Creator Power Scale: A Formula to Determine if Platforms are Ripping You Off

An examination of the Twitch Hack data

Nov 13, 2021

Top 12 Creator Platforms—Ranked

Who has the brawn to capture creator’s profit?

Nov 19, 2021

iBuy, iRent, iLose My Investors Money

The Murky Future of American Housing

Nov 24, 2021

How Do You Compete with Free?

Notion: The Embattled Artist

Dec 1, 2021

Investing on Instinct

Why the best deals are done with no data at all

Dec 16, 2021

The primary trends I’m investing in next year

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

Jan 6, 2022

What the hell is going on with Lambda School?

The complicated business of selling social good

Jan 13, 2022

3 Thoughts On Justworks

The newest SaaS company to hit the public markets

Jan 27, 2022

Will Tokens Replace Equity?

The Weird Future Ahead

Jan 31, 2022

Spotify’s Quest to Own Your Ear

A Napkin Math and Trapital Production

Feb 10, 2022

Is YC the Monopoly It Thinks It Is?

The Pricing Power Flex

Feb 17, 2022

The Future of Netflix

When everyone’s a streamer, nobody is.

Feb 25, 2022

Joe Rogan: The Platform-Proof Creator

Spotify’s No-Win Predicament

Mar 10, 2022

How To Get Leverage On Your Ideas

The Power Output Equation

Mar 23, 2022

BIG announcement incoming

I'm going full time on Napkin Math

Mar 24, 2022

Planet of the Billion Dollar Bored Apes

Is Bored Ape Yacht Club a Decentralized Disney?

Mar 30, 2022

Twitter’s Probably Screwed

The Rugged Landscape of Digital Advertising

Apr 5, 2022

Twitter’s Shot at Becoming a Meme Stock

It’s Musk's world and we’re just tweeting in it

Apr 8, 2022

The Futility of Utility

A personal essay

Napkin Math

Profit and power in technology, every Tuesday and Thursday.