Napkin Math

Business breakdowns, by the numbers.

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Napkin Math

Sometimes You’re The Datadog, Sometimes You’re The Hydrant

The history of cloud computing, how DevOps and Observability became so big, and the fate of Datadog

Aug 13, 2020 by Adam Keesling

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New York Times: Investing In The Long Term

A review of the Q2 earnings: growth in digital subscriptions, a fall in advertising, and a decline in APRU due to long-term investing.

Aug 7, 2020 by Adam Keesling

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Intangible Assets: The Invisible Value Driver

Book review of The End of Accounting: there are four problems with current financial statements and intangible assets are the biggest reason why.

Aug 5, 2020 by Adam Keesling

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GPT-3 Will Accelerate The Privatization of Internet Communities

What GPT-3 is, GPT-3's capabilities, if GPT-3 will replace jobs, and how it affects social media.

Jul 30, 2020 by Adam Keesling

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Want to Become a Unicorn? Buy it, Don’t Build it

How Amazon Marketplace works, how Thrasio built a unicorn, the platform risk associated with the strategy, and regulation concerns.

Jul 23, 2020 by Adam Keesling

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How Costco Convinces Brands to Cannibalize Themselves

An unlikely marriage where both sides win

3 Jul 15, 2020 by Adam Keesling

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The Future of Fitness: lululemon Buys Mirror

Why subscription hardware is better than hardware, the cross-selling opportunity, how Mirror could lead to a connected home, and why Mirror is a call option for Lululemon.

Jul 8, 2020 by Adam Keesling

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Why MasterClass Isn’t Really About Mastery

And other lessons from a 9-figure edtech startup

Jul 1, 2020 by Adam Keesling

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Why Software is More Profitable Than Content

Written by... a content company

Jun 24, 2020 by Adam Keesling

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Explaining the Hertz Situation

A layman’s guide to bankruptcy

Jun 18, 2020 by Adam Keesling

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Crash: Pitch a Company, Get a Job

Candidates earn jobs by putting in more work than their competition

Jun 10, 2020 by Adam Keesling

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Curated: Expert Shopping Advice, Online

A three-sided marketplace to bring specialty retail to the internet

1 Jun 3, 2020 by Adam Keesling

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The Jet.com Obituary

The brand couldn’t compete against Amazon, but the acquihire was worth it for Walmart

May 29, 2020 by Adam Keesling