Napkin Math

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Napkin Math

Snowflake: How a Revenue Retention Behemoth was Built

TL;DRThis is the second post on a deep dive in GTM metrics with a focus today on Revenue RetentionSnowflake is a software Dracula. It latche

1 Jul 22, 2021 by Evan Armstrong

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Microsoft should buy Netflix

Netflix and Bill

1 Apr 21, 2022 by Evan Armstrong

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

Maybe the new world is the same as the old

Jun 11, 2024 by Evan Armstrong

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Is Facebook Fixable

A Review of An Ugly Truth

3 Aug 13, 2021 by Evan Armstrong

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Curated: Expert Shopping Advice, Online

A three-sided marketplace to bring specialty retail to the internet

1 Jun 3, 2020 by Adam Keesling

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Look On My Works, Ye Mighty, and Despair

I Have Some Thoughts To Share

1 Jun 30, 2022 by Evan Armstrong

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Profit, Power, and the Vision Pro

Will Apple’s new headset change everything?

5 Feb 6, 2024 by Evan Armstrong

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Facebook’s Capitulation

Abandoning a Trillion Dollar Advantage

Jun 23, 2022 by Evan Armstrong

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Will Tokens Replace Equity?

The Weird Future Ahead

1 Jan 27, 2022 by Evan Armstrong

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BIG announcement incoming

I'm going full time on Napkin Math

3 🔒 Mar 23, 2022 by Evan Armstrong

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How Free to Play Video Games are Forced to Make Addicts

A Case Study on Market Structures and Harm

Jul 16, 2021 by Evan Armstrong

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The Right Kind of Asshole

A founder’s personality can differentiate them—or destroy them

4 May 7, 2024 by Evan Armstrong

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ITDA: The Gamification of Financial Statements

How governments and companies are engaged in mutual manipulation

1 May 28, 2021 by Evan Armstrong

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The AGI-in-2027 Thesis

Some researchers are convinced that we are on the cusp of superintelligence. Are they right?

2 Jun 13, 2024 by Evan Armstrong

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What is an Asset?

Plus a new course from Napkin Math!

Aug 18, 2022 by Evan Armstrong

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How Live-streaming Ecommerce Works in China

In China, livestreaming has changed eCommerce. Learn about how it works, what the hosts do during the steam, and how it could impact American eCommerce.

Dec 8, 2020 by Adam Keesling

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Spotify’s Quest to Own Your Ear

A Napkin Math and Trapital Production

Jan 31, 2022 by Evan Armstrong

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Planet of the Billion Dollar Bored Apes

Is Bored Ape Yacht Club a Decentralized Disney?

1 Mar 24, 2022 by Evan Armstrong

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Am I getting ripped off writing at Every?

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

Apr 22, 2021 by Evan Armstrong

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The Books, Videos, Movies, and TV Shows That Changed Me Last Year

If you want to develop great taste, you must taste a lot of stuff

2 Jan 11, 2024 by Evan Armstrong

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Patreon Should Buy Substack to Save Creators

The solution to the problem of social media is to build something better

7 May 9, 2024 by Evan Armstrong

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GPT-3 Will Accelerate The Privatization of Internet Communities

What GPT-3 is, GPT-3's capabilities, if GPT-3 will replace jobs, and how it affects social media.

Jul 30, 2020 by Adam Keesling

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AI Is Transforming the Nature of the Firm

By reducing transaction costs, AI will reshape how companies operate and interact

Jun 4, 2024 by Evan Armstrong

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Nike: Direct Relationships & Digital Penetration

Nike just released their latest earnings report. We dive into their "Consumer Direct Offense" strategy, how they combined their brand marketing with technology.

Oct 8, 2020 by Adam Keesling

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Uber and Lyft Live Once Again

What drivers think of AB 5, why it was written, and the pricing differences between services

Aug 28, 2020 by Adam Keesling