Napkin Math

Profit and power in technology.

Dec 15, 2022

Should You Fire This Newsletter?

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

Dec 8, 2022

The Primary Trends I’m Investing In Next Year

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

Dec 1, 2022

The House of the Bloody Mouse

Where does Disney go from here?

Nov 22, 2022

6 New Theories About AI

Software with superpowers

Nov 10, 2022

Pinterest Has a Chance

The first full-stack shopping platform

Nov 3, 2022

How Elon Wins

Twitter needs to pursue the algorithmic feed

Oct 27, 2022

Venture Capital Is Ripe for Disruption

A world where a billion is a drop in the bucket

Oct 14, 2022

Who Wins the AI Value Chain?

It's A Brave New World

Oct 6, 2022

The Face That AI Built

My explorations in image generation

Sep 29, 2022

Why Culture Eats Strategy

The Search For the Winning Formula

Sep 22, 2022

The AI Writer

How tech is changing what it means to be an author

Sep 15, 2022

When Creation Goes To Zero

Skynet Who?

Sep 8, 2022

What I Learned From Being Cancer Free

Seven Years of Freedom

Aug 25, 2022

Finance is Narrative Not Numbers

The Subtle Art of Manipulating CFOs

Aug 18, 2022

What is an Asset?

Plus a new course from Napkin Math!

Aug 12, 2022

A Tale Of Two Acquisitions

The Unity Conundrum

Aug 4, 2022

The Meh-taverse

A Book Review

Jul 28, 2022

Snapchat’s Probably Screwed

Apple's ATT Fallout Continues

Jul 21, 2022

Crypto Has A Use Case

How Braintrust Used Tokens to Kickstart a Market

Jul 15, 2022

Has Venture Lost Its Soul?

A Book Review of The Power Law

Jun 30, 2022

Look On My Works, Ye Mighty, and Despair

I Have Some Thoughts To Share

Jun 23, 2022

Facebook’s Capitulation

Abandoning a Trillion Dollar Advantage

Jun 22, 2022

Are We Really Addicted?

An interview with Nir Eyal

Jun 16, 2022

Selective Optimism

People who promise high returns forever are liars