Napkin Math

Profit and power in technology.

Jul 15, 2022

Has Venture Lost Its Soul?

A Book Review of The Power Law

Sep 7, 2023

You Need to Know What You Are Betting On

How to think about investing in a startup versus a public company

Jun 16, 2022

Selective Optimism

People who promise high returns forever are liars

Nov 10, 2022

Pinterest Has a Chance

The first full-stack shopping platform

Jul 27, 2023

Snap’s Probably Screwed (Again)

Maybe Elon should buy it

Apr 4, 2024

How I Use ChatGPT (As a Reasonable Person)

My AI awakening

Aug 4, 2022

The Meh-taverse

A Book Review

May 11, 2023

Why Are Republicans Better at Making Money on the Internet?

What consumer tech and media got wrong

Feb 15, 2024

Autonomous Vehicles Have a Problem of Narrative

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

Feb 1, 2024

Crypto’s Prophet Speaks

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

Jun 22, 2023

AI Can Construct a Trading Strategy Now

And it means there are big changes ahead for what software can do

Sep 22, 2022

The AI Writer

How tech is changing what it means to be an author

Dec 5, 2024

The Religion of Ramp

How the fintech became one of the fastest-growing startups—ever

Apr 8, 2022

The Futility of Utility

A personal essay

Dec 1, 2022

The House of the Bloody Mouse

Where does Disney go from here?

Aug 24, 2023

A TikTok Competitor Is About to IPO—And It’s Deeply Suspicious

Triller's S1 raises questions about its numbers

Sep 8, 2022

What I Learned From Being Cancer Free

Seven Years of Freedom

Apr 28, 2022

Cash—Kingmaker or Killer?

A examination of when cash can anoint a market winner

Aug 25, 2020

The Quest for Monopoly

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

Sep 14, 2023

Defense Tech Shouldn’t Be Sexy

Weapons are a necessary evil, not a hype-y consumer product

May 19, 2022

How Startups Can Survive the Creator Economy Winter

The Race for Revenue Share

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?

Mar 26, 2024

How to Make Millions on Discord

A new distribution channel has opened

Jul 21, 2022

Crypto Has A Use Case

How Braintrust Used Tokens to Kickstart a Market