If you want to win, you gotta spike
The future must be built on truth
Triller's S1 raises questions about its numbers
Book review of The End of Accounting: there are four problems with current financial statements and intangible assets are the biggest reason why.
How Amazon Marketplace works, how Thrasio built a unicorn, the platform risk associated with the strategy, and regulation concerns.
How the LTV/CAC ratio is manipulated to take advantage of retail investors
Amazon and Berkshire Hathaway got really big. Here’s why it might kill them.
After a short break, Napkin Math returns with a new writer
Some researchers are convinced that we are on the cusp of superintelligence. Are they right?
China, boring AI, vertical SaaS, and Apple's power
How governments and companies are engaged in mutual manipulation
Get in, loser—we’re disrupting Oracle
A Napkin Math and Trapital Production
Software that drives hardware adoption is rarer than you think
The politics of progress has a new manual
My explorations in image generation
The solution to the problem of social media is to build something better
A Review of An Ugly Truth
Maybe the new world is the same as the old
Make your spreadsheets shape strategy
An interview with Nir Eyal
The Weird Future Ahead
A three-sided marketplace to bring specialty retail to the internet
Is AI training a sustainable business model for the future?
