Exploring the SPAC Frontier
16 Oct 14, 2021 by Evan Armstrong and Ryan Duffy
The impending doom of horizontal SaaS
21 Oct 7, 2021 by Evan Armstrong
A somewhat impartial review of current NFT business models
58 4 Sep 30, 2021 by Evan Armstrong
Hints to why their shares popped 60% in their first day
18 Sep 23, 2021 by Evan Armstrong
How the LTV/CAC ratio is manipulated to take advantage of retail investors
46 1 Sep 9, 2021 by Evan Armstrong
The market failures damning content to ever increasing sensationalism
14 Sep 2, 2021 by Evan Armstrong
Remora, The Bureaucracy Buster
22 Aug 20, 2021 by Evan Armstrong
In Practice Beta V2
8 1 Aug 15, 2021 by Evan Armstrong
A Review of An Ugly Truth
40 3 Aug 13, 2021 by Evan Armstrong
Twilio rode its API to a $66B valuation. Now it’s trying to become the Universal Switchboard for the internet.
23 Jul 28, 2021 by Evan Armstrong
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
37 1 Jul 22, 2021 by Evan Armstrong
A Case Study on Market Structures and Harm
30 Jul 16, 2021 by Evan Armstrong
How Technology Enables Companies to Charge More
17 Jul 9, 2021 by Evan Armstrong
Come take an early peak at the future
Jul 2, 2021 by Evan Armstrong
Net Income and the Refactoring of Our Financial Ideology
12 Jun 17, 2021 by Evan Armstrong
How a Scrappy Utah Software Company Ignored Every Silicon Valley Heuristic and Won Anyway
244 3 Jun 3, 2021 by Evan Armstrong
How governments and companies are engaged in mutual manipulation
33 1 May 28, 2021 by Evan Armstrong
It’s overrated—both financially and emotionally
236 4 May 20, 2021 by Evan Armstrong
Clarifying the murky middle ground between Gross Profits and Net Income
26 1 May 13, 2021 by Evan Armstrong
What America's Oldest Jeweler Can Teach Us About the Value of Bling
25 1 Apr 29, 2021 by Evan Armstrong
Screenshots of my contract and the financial model I used to decide
32 Apr 22, 2021 by Evan Armstrong
An Intuitive Explainer for How To Lose Money and Win Anyway
101 9 Apr 15, 2021 by Evan Armstrong
After a short break, Napkin Math returns with a new writer
58 🔒 Apr 13, 2021 by Evan Armstrong and Adam Keesling
Finally, a clear explanation of bookings, billings and revenue
174 5 Feb 5, 2021 by Evan Armstrong
How product, marketing, and cost innovations create a massive opportunity
10 Jan 30, 2021 by Adam Keesling