Napkin Math

Profit and power in technology, every Tuesday and Thursday.

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

Jun 10, 2022

Software is Eating the Individual

The Embedded Human

Jun 2, 2022

The Inventor of the iPhone Has Some Thoughts

Build by Tony Fadell: A Review

May 26, 2022

The Addiction Economy

Addicted, Overwhelmed, Oversubscribed: How Technology Hooked the World

May 19, 2022

How Startups Can Survive the Creator Economy Winter

The Race for Revenue Share

May 12, 2022

Crypto’s Failed Promise

The problem with crypto-as-a-nation-state

May 5, 2022

The Empire Stripes Back

A $100B Bet on Two Brothers

Apr 28, 2022

Cash—Kingmaker or Killer?

A examination of when cash can anoint a market winner

Apr 21, 2022

Microsoft should buy Netflix

Netflix and Bill

Apr 14, 2022

The Race for New Payment Rails

Who is building the next Visa?

Apr 8, 2022

The Futility of Utility

A personal essay

Apr 5, 2022

Twitter’s Shot at Becoming a Meme Stock

It’s Musk's world and we’re just tweeting in it

Mar 30, 2022

Twitter’s Probably Screwed

The Rugged Landscape of Digital Advertising

Mar 24, 2022

Planet of the Billion Dollar Bored Apes

Is Bored Ape Yacht Club a Decentralized Disney?

Mar 23, 2022

BIG announcement incoming

I'm going full time on Napkin Math

Mar 10, 2022

How To Get Leverage On Your Ideas

The Power Output Equation

Feb 25, 2022

Joe Rogan: The Platform-Proof Creator

Spotify’s No-Win Predicament