Napkin Math

Profit and power in technology.

Aug 31, 2023

The Internet Demands Greatness

No one cares, so take more risks

Jun 10, 2022

Software is Eating the Individual

The Embedded Human

Aug 4, 2022

The Meh-taverse

A Book Review

Jan 5, 2023

It Is Always Time to Build

Interest rates do not equal innovation rates

Jun 22, 2023

AI Can Construct a Trading Strategy Now

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

Aug 18, 2022

What is an Asset?

Plus a new course from Napkin Math!

Apr 22, 2021

Am I getting ripped off writing at Every?

Screenshots of my contract and the financial model I used to decide

Sep 7, 2023

You Need to Know What You Are Betting On

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

Feb 10, 2022

Is YC the Monopoly It Thinks It Is?

The Pricing Power Flex

Apr 4, 2024

How I Use ChatGPT (As a Reasonable Person)

My AI awakening

Mar 9, 2023

Recommendation Algorithms Are a Necessary Evil (Sort Of)

AI is about to remake our information ecosystem and it is past time for us to prepare

Apr 8, 2022

The Futility of Utility

A personal essay

Jun 16, 2022

Selective Optimism

People who promise high returns forever are liars

Feb 15, 2024

Autonomous Vehicles Have a Problem of Narrative

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

Mar 23, 2023

How AI Changes the Media Business

Why community and social network effects will be key to winning the future

Mar 7, 2024

Ads in the Age of AI

Weirder, different, and new

Sep 8, 2022

What I Learned From Being Cancer Free

Seven Years of Freedom

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 23, 2022

BIG announcement incoming

I'm going full time on Napkin Math

May 19, 2022

How Startups Can Survive the Creator Economy Winter

The Race for Revenue Share

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

Nov 10, 2022

Pinterest Has a Chance

The first full-stack shopping platform

Apr 11, 2024

Can the Truly Moral Billionaire Please Stand Up?

My quest to find Jesus Christ with a Gulfstream

Mar 21, 2024

Why Polarity Pays

The complicated social and financial incentives at the heart of online publishing