Napkin Math

Business breakdowns, by the numbers.

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Napkin Math

Pinterest Has a Chance

The first full-stack shopping platform

52 Nov 10, 2022 by Evan Armstrong

Napkin Math

6 New Theories About AI

Software with superpowers

87 Nov 22, 2022 by Evan Armstrong

Napkin Math

The House of the Bloody Mouse

Where does Disney go from here?

46 Dec 1, 2022 by Evan Armstrong

Napkin Math

The Primary Trends I’m Investing In Next Year

China, boring AI, vertical SaaS, and Apple's power

38 Dec 8, 2022 by Evan Armstrong

Napkin Math

Should You Fire This Newsletter?

In which I analyze whether I’m good at my job

91 Dec 15, 2022 by Evan Armstrong

Napkin Math

Meditations on AI Mecca

A dispatch from a hacker conference in San Francisco

81 Dec 21, 2022 by Evan Armstrong

Napkin Math

It Is Always Time to Build

Interest rates do not equal innovation rates

70 Jan 5, 2023 by Evan Armstrong

Napkin Math

In Defense of the Unoptimized Life

Give yourself the space to be inspired

237 Jan 12, 2023 by Evan Armstrong

Napkin Math

How Technology Giants Die

GE, Amazon, and the flywheel of death

69 Jan 26, 2023 by Evan Armstrong