Napkin Math

Business breakdowns, by the numbers.

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Napkin Math

Announcing Napkin Math Fiscal Year 2021

After a short break, Napkin Math returns with a new writer

15 🔒 Apr 13, 2021 by Evan Armstrong and Adam Keesling

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Crash: Pitch a Company, Get a Job

Candidates earn jobs by putting in more work than their competition

15 Jun 10, 2020 by Adam Keesling

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Toast—a Vision of Software’s Future

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

14 Sep 23, 2021 by Evan Armstrong

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Twilio’s Second Act

Twilio rode its API to a $66B valuation. Now it’s trying to become the Universal Switchboard for the internet.

14 🔒 Jul 28, 2021 by Evan Armstrong

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Pricing Strategy is Product Strategy

How Technology Enables Companies to Charge More

13 🔒 Jul 9, 2021 by Evan Armstrong

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3 Thoughts On Justworks

The newest SaaS company to hit the public markets

12 🔒 Jan 13, 2022 by Evan Armstrong

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Sometimes You’re The Datadog, Sometimes You’re The Hydrant

The history of cloud computing, how DevOps and Observability became so big, and the fate of Datadog

12 🔒 Aug 13, 2020 by Adam Keesling

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Your Uncle Is Still Your Uncle: Ant Pulls Its IPO

Ant's IPO has been taken down. What happened, what do you need to know and what should we expect to see next?

12 🔒 Nov 6, 2020 by Adam Keesling

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The Jet.com Obituary

The brand couldn’t compete against Amazon, but the acquihire was worth it for Walmart

11 May 29, 2020 by Adam Keesling

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Curated: Expert Shopping Advice, Online

A three-sided marketplace to bring specialty retail to the internet

10 Jun 3, 2020 by Adam Keesling

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New York Times: Investing In The Long Term

A review of the Q2 earnings: growth in digital subscriptions, a fall in advertising, and a decline in APRU due to long-term investing.

10 🔒 Aug 7, 2020 by Adam Keesling

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The Future of Netflix

When everyone’s a streamer, nobody is.

9 🔒 Feb 17, 2022 by Evan Armstrong

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A Local News Revival

How product, marketing, and cost innovations create a massive opportunity

8 🔒 Jan 30, 2021 by Adam Keesling

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A Tale Of Two Acquisitions

The Unity Conundrum

8 🔒 Aug 12, 2022 by Evan Armstrong

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The Rise of the Content Capitalist

In Practice Beta V2

8 🔒 Aug 15, 2021 by Evan Armstrong

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The End of Software, Again

The impending doom of horizontal SaaS

8 🔒 Oct 7, 2021 by Evan Armstrong

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Who is Making Money in Space?

Exploring the SPAC Frontier

7 🔒 Oct 14, 2021 by Evan Armstrong and Ryan Duffy

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Finance is Broken But Don’t Worry, This Has Happened Before

Net Income and the Refactoring of Our Financial Ideology

7 🔒 Jun 17, 2021 by Evan Armstrong

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Content Moderation Double-Bind Theory

The market failures damning content to ever increasing sensationalism

5 🔒 Sep 2, 2021 by Evan Armstrong

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Top 12 Creator Platforms—Ranked

Who has the brawn to capture creator’s profit?

5 🔒 Nov 13, 2021 by Evan Armstrong

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In Practice: My Newest Beta Product

Come take an early peak at the future

🔒 Jul 2, 2021 by Evan Armstrong