Hint: Nvidia’s success is based on much more than chips
The success of a dating app has huge implications for the U.S. economy
It’s Musk's world and we’re just tweeting in it
Who is building the next Visa?
What’s the real reason AI hasn’t yet delivered on its hype?
Why subscription hardware is better than hardware, the cross-selling opportunity, how Mirror could lead to a connected home, and why Mirror is a call option for Lululemon.
Abandoning a Trillion Dollar Advantage
Whether in art, startups, or parenting, you can only control so much
Is Bored Ape Yacht Club a Decentralized Disney?
If you want to develop great taste, you must taste a lot of stuff
By reducing transaction costs, AI will reshape how companies operate and interact
Netflix and Bill
A Napkin Math and Trapital Production
A new book on Bill Gates asks: How do you measure a billionaire’s net impact on the world?
A founder’s personality can differentiate them—or destroy them
I Have Some Thoughts To Share
What GPT-3 is, GPT-3's capabilities, if GPT-3 will replace jobs, and how it affects social media.
The Subtle Art of Manipulating CFOs
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.
Whoopsie, I may have gotten a little excited
Plus a new course from Napkin Math!
Screenshots of my contract and the financial model I used to decide
The Pricing Power Flex
The impending doom of horizontal SaaS
