Clarifying the murky middle ground between Gross Profits and Net Income
If you want to develop great taste, you must taste a lot of stuff
The solution to the problem of social media is to build something better
OpenAI, Meta, and the $120 billion battle for the future of intelligence
How the LTV/CAC ratio is manipulated to take advantage of retail investors
A somewhat impartial review of current NFT business models
Let’s talk about the tech world’s relationship with video games
Software that drives hardware adoption is rarer than you think
What is the Cash Conversion Cycle and why is it useful? In this post, we discuss the Cash Conversion Cycle formula, an example calculation, and a comparison of public retailer IPOs.
Remora, The Bureaucracy Buster
What have I learned from two years of writing?
A look inside the S-1 of Wish. Included is the background of Wish, a look at their margins, how the universal postal union is changing their cost structure, how their CAC is rising and if they are viable long-term.
Is AI training a sustainable business model for the future?
AI imagery is more popular, more powerful, and less harmful than you think
The company has every possible advantage, but can they use it?
What America's Oldest Jeweler Can Teach Us About the Value of Bling
After a short break, Napkin Math returns with a new writer
The history of cloud computing, how DevOps and Observability became so big, and the fate of Datadog
The Murky Future of American Housing
What happens when our computers know us better than we know ourselves?
Can AI agents make you a billionaire?
How Technology Enables Companies to Charge More
Hints to why their shares popped 60% in their first day
When everyone’s a streamer, nobody is.
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