The solution to the problem of social media is to build something better
The PC giant is making Windows exciting again
Book review of The End of Accounting: there are four problems with current financial statements and intangible assets are the biggest reason why.
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
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.
Software that drives hardware adoption is rarer than you think
Remora, The Bureaucracy Buster
AI imagery is more popular, more powerful, and less harmful than you think
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.
What America's Oldest Jeweler Can Teach Us About the Value of Bling
Is AI training a sustainable business model for the future?
The company has every possible advantage, but can they use it?
The history of cloud computing, how DevOps and Observability became so big, and the fate of Datadog
After a short break, Napkin Math returns with a new writer
The Murky Future of American Housing
Can AI agents make you a billionaire?
What happens when our computers know us better than we know ourselves?
How Technology Enables Companies to Charge More
Hints to why their shares popped 60% in their first day
Where you can find my analysis going forward
