The solution to the problem of social media is to build something better
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
A somewhat impartial review of current NFT business models
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
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
What have I learned from two years of writing?
Is AI training a sustainable business model for the future?
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.
AI imagery is more popular, more powerful, and less harmful than you think
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
What America's Oldest Jeweler Can Teach Us About the Value of Bling
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
Net Income and the Refactoring of Our Financial Ideology
Where you can find my analysis going forward
