If you want to win, you gotta spike
After a short break, Napkin Math returns with a new writer
What our digital companions reveal about human loneliness
China, boring AI, vertical SaaS, and Apple's power
How governments and companies are engaged in mutual manipulation
Software that drives hardware adoption is rarer than you think
We may be entering a more ruthless era in tech
An Intuitive Explainer for How To Lose Money and Win Anyway
Surely nothing bad will happen with an AI hooked up to the internet
AI is making a world where it costs nothing to produce anything. What happens next?
A look inside the S-1 of Wish. Included is the background of Wish, a look at their margins, how the universal postal union is changing their cost structure, how their CAC is rising and if they are viable long-term.
This is the dumbest AI will ever be—and it’s still magic
Inflation, web3, embedded fintech, investing in people, and the newsletter winter that is coming
The largest IPO in history is happening in China with Ant Financial. In this post, we discuss all the services Ant Financial provides and what to expect in the future from Ant.
The Weird Future Ahead
The Rugged Landscape of Digital Advertising
It’s Musk's world and we’re just tweeting in it
The difference between a contractor and an employee, what Uber's existing business looks like and how AB5 will impact their financials.
A three-sided marketplace to bring specialty retail to the internet
I’m wondering if I can deep-fry my way out of the apocalypse
Startups screw up sometimes, but making things cheaper is a moral necessity
Whether in art, startups, or parenting, you can only control so much
By reducing transaction costs, AI will reshape how companies operate and interact
A Napkin Math and Trapital Production
