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
OpenAI, Meta, and the $120 billion battle for the future of intelligence
Let’s talk about the tech world’s relationship with video games
A somewhat impartial review of current NFT business models
How the LTV/CAC ratio is manipulated to take advantage of retail investors
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
AI imagery is more popular, more powerful, and less harmful than you think
Is AI training a sustainable business model for the future?
What America's Oldest Jeweler Can Teach Us About the Value of Bling
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.
Remora, The Bureaucracy Buster
The history of cloud computing, how DevOps and Observability became so big, and the fate of Datadog
The company has every possible advantage, but can they use it?
After a short break, Napkin Math returns with a new writer
What have I learned from two years of writing?
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
Where you can find my analysis going forward
When everyone’s a streamer, nobody is.
