Napkin Math

Profit and power in technology.

Jun 10, 2022

Software is Eating the Individual

The Embedded Human

Apr 4, 2024

How I Use ChatGPT (As a Reasonable Person)

My AI awakening

Aug 4, 2022

The Meh-taverse

A Book Review

Feb 1, 2024

Crypto’s Prophet Speaks

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

Jun 16, 2022

Selective Optimism

People who promise high returns forever are liars

Oct 1, 2024

Dad Mode

The secret to personal growth isn't in self-help books or ayahuasca trips. It's in a $1.99 pregnancy test from Target.

Apr 8, 2022

The Futility of Utility

A personal essay

Feb 15, 2024

Autonomous Vehicles Have a Problem of Narrative

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

May 11, 2023

Why Are Republicans Better at Making Money on the Internet?

What consumer tech and media got wrong

Aug 25, 2020

The Quest for Monopoly

A history of stock market exchanges: from fragmentation to monopoly, monopoly to fragmentation and back again.

Sep 8, 2022

What I Learned From Being Cancer Free

Seven Years of Freedom

Jul 15, 2022

Has Venture Lost Its Soul?

A Book Review of The Power Law

Jul 21, 2022

Crypto Has A Use Case

How Braintrust Used Tokens to Kickstart a Market

May 19, 2022

How Startups Can Survive the Creator Economy Winter

The Race for Revenue Share

Jul 27, 2023

Snap’s Probably Screwed (Again)

Maybe Elon should buy it

Nov 10, 2022

Pinterest Has a Chance

The first full-stack shopping platform

Mar 26, 2024

How to Make Millions on Discord

A new distribution channel has opened

Nov 9, 2023

We Should All Want to Be Mitt Romney

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

May 4, 2023

7 Reasons Media Is a No-Good, Horrible, Rotten Business That I Love Anyways

Plus a few things that bring me hope

Jul 18, 2024

A New Book of the Startup Bible

It’s the rare business book that you should actually read

Aug 5, 2020

Intangible Assets: The Invisible Value Driver

Book review of The End of Accounting: there are four problems with current financial statements and intangible assets are the biggest reason why.

Sep 30, 2021

NFT Projects are just MLMs for Tech Elites

A somewhat impartial review of current NFT business models

Nov 12, 2020

Cash Conversion Cycle: Bridging the Gap Between Profitability & Cash Flow

What is the Cash Conversion Cycle and why is it useful? In this post, we discuss the Cash Conversion Cycle formula, an example calculation, and a comparison of public retailer IPOs.

Sep 4, 2020

The Investment Opportunity in School Bus Operators

Many schools have closed, representing a unique opportunity to buy school bus operators. With a strong moat, now might be the right time to buy.