Every

Apr 14, 2022

The Race for New Payment Rails

Who is building the next Visa?

Apr 21, 2022

Microsoft should buy Netflix

Netflix and Bill

Apr 28, 2022

Cash—Kingmaker or Killer?

A examination of when cash can anoint a market winner

May 5, 2022

The Empire Stripes Back

A $100B Bet on Two Brothers

May 12, 2022

Crypto’s Failed Promise

The problem with crypto-as-a-nation-state

May 19, 2022

How Startups Can Survive the Creator Economy Winter

The Race for Revenue Share

May 26, 2022

The Addiction Economy

Addicted, Overwhelmed, Oversubscribed: How Technology Hooked the World

Jun 2, 2022

The Inventor of the iPhone Has Some Thoughts

Build by Tony Fadell: A Review

Jun 10, 2022

Software is Eating the Individual

The Embedded Human

Jun 16, 2022

Selective Optimism

People who promise high returns forever are liars

Jun 22, 2022

Are We Really Addicted?

An interview with Nir Eyal

Jun 23, 2022

Facebook’s Capitulation

Abandoning a Trillion Dollar Advantage

Jun 30, 2022

Look On My Works, Ye Mighty, and Despair

I Have Some Thoughts To Share

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

Jul 28, 2022

Snapchat’s Probably Screwed

Apple's ATT Fallout Continues

Aug 4, 2022

The Meh-taverse

A Book Review

Aug 12, 2022

A Tale Of Two Acquisitions

The Unity Conundrum

Aug 18, 2022

What is an Asset?

Plus a new course from Napkin Math!

Aug 25, 2022

Finance is Narrative Not Numbers

The Subtle Art of Manipulating CFOs

Sep 8, 2022

What I Learned From Being Cancer Free

Seven Years of Freedom

Sep 15, 2022

When Creation Goes To Zero

Skynet Who?

Sep 22, 2022

The AI Writer

How tech is changing what it means to be an author

Sep 29, 2022

Why Culture Eats Strategy

The Search For the Winning Formula

Napkin Math

Profit and power in technology, every Tuesday and Thursday.