Napkin Math

Profit and power in technology.

Mar 21, 2024

Why Polarity Pays

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

Aug 13, 2024

The Addiction Economy

Addicted, overwhelmed, oversubscribed: How technology hooked the world

Jun 22, 2022

Are We Really Addicted?

An interview with Nir Eyal

Jul 20, 2023

Of Course You Can Beat the Market

Free your mind from the Efficient Market Hypothesis

Apr 16, 2024

Distribution Is King

What video games can teach us about building billion-dollar companies

Sep 24, 2024

The One-person Billion-dollar Company

Can AI agents make you a billionaire?

Dec 7, 2023

The Impossibility of Being Charlie

RIP to nerd Jesus

Sep 2, 2021

Content Moderation Double-Bind Theory

The market failures damning content to ever increasing sensationalism

Aug 31, 2023

The Internet Demands Greatness

No one cares, so take more risks

Aug 18, 2022

What is an Asset?

Plus a new course from Napkin Math!

May 30, 2024

The Art of Scaling Taste

How MSCHF turns irreverent ideas into a real business

Sep 7, 2023

You Need to Know What You Are Betting On

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

Jul 13, 2023

OpenAI’s Code Interpreter Is About to Remake Finance

Get in, loser—we’re disrupting Oracle

Jan 16, 2025

God Is in the Bubbles

The politics of progress has a new manual

Nov 24, 2021

How Do You Compete with Free?

Notion: The Embattled Artist

May 2, 2024

The AI Hardware Dilemma

Why new devices are flopping—and how they might succeed

Dec 5, 2023

Death of a Flywheel

Amazon and Berkshire Hathaway got really big. Here’s why it might kill them.

Aug 13, 2021

Is Facebook Fixable

A Review of An Ugly Truth

Aug 25, 2022

Finance is Narrative Not Numbers

The Subtle Art of Manipulating CFOs

Jan 24, 2025

Why Is Jensen Huang $120 Billion Richer Than You?

Hint: Nvidia’s success is based on much more than chips

Aug 12, 2022

A Tale Of Two Acquisitions

The Unity Conundrum

Dec 1, 2021

Investing on Instinct

Why the best deals are done with no data at all

Oct 24, 2024

How to Win Arguments and Manipulate Managers

Make your spreadsheets shape strategy

Jun 11, 2024

Apple’s AI Evolution: Built-in AI, Supercharged Siri, and Ecosystem Lock-in

Maybe the new world is the same as the old