The Embedded Human
Build by Tony Fadell: A Review
Addicted, Overwhelmed, Oversubscribed: How Technology Hooked the World
The Race for Revenue Share
The problem with crypto-as-a-nation-state
A $100B Bet on Two Brothers
A examination of when cash can anoint a market winner
Netflix and Bill
Who is building the next Visa?
A personal essay
It’s Musk's world and we’re just tweeting in it
The Rugged Landscape of Digital Advertising
Is Bored Ape Yacht Club a Decentralized Disney?
I'm going full time on Napkin Math
The Power Output Equation
Spotify’s No-Win Predicament
When everyone’s a streamer, nobody is.
The Pricing Power Flex
A Napkin Math and Trapital Production
The Weird Future Ahead
The newest SaaS company to hit the public markets
The complicated business of selling social good
Inflation, web3, embedded fintech, investing in people, and the newsletter winter that is coming
Why the best deals are done with no data at all
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