Napkin Math

Profit and power in technology.

Mar 7, 2024

Ads in the Age of AI

Weirder, different, and new

Mar 21, 2024

Why Polarity Pays

The complicated social and financial incentives at the heart of online publishing

Mar 26, 2024

How to Make Millions on Discord

A new distribution channel has opened

Mar 28, 2024

What Are AI Agents—And Who Profits From Them?

The newest wave of AI research is changing everything

Apr 3, 2024

The One-person Billion-dollar Company

Can AI agents make you a billionaire?

Apr 4, 2024

How I Use ChatGPT (As a Reasonable Person)

My AI awakening

Apr 11, 2024

Can the Truly Moral Billionaire Please Stand Up?

My quest to find Jesus Christ with a Gulfstream

Apr 16, 2024

Distribution Is King

What video games can teach us about building billion-dollar companies

Apr 18, 2024

Don’t Dismiss the Apple Vision Pro

Apple has a hit on its hands. Will it seize the opportunity?

Apr 23, 2024

Some Things I Know (And Some Things I Don’t)

What have I learned from two years of writing?

Apr 30, 2024

The AI Wars Have Begun

OpenAI, Meta, and the $120 billion battle for the future of intelligence

May 2, 2024

The AI Hardware Dilemma

Why new devices are flopping—and how they might succeed

May 7, 2024

The Right Kind of Asshole

A founder’s personality can differentiate them—or destroy them

May 9, 2024

Patreon Should Buy Substack to Save Creators

The solution to the problem of social media is to build something better

May 15, 2024

Google Goes All In on AI

The company has every possible advantage, but can they use it?

May 23, 2024

Microsoft’s Boring but Profitable Future

The PC giant is making Windows exciting again

May 30, 2024

The Art of Scaling Taste

How MSCHF turns irreverent ideas into a real business

Jun 4, 2024

AI Is Transforming the Nature of the Firm

By reducing transaction costs, AI will reshape how companies operate and interact

Jun 11, 2024

Apple’s AI Evolution: Built-in AI, Supercharged Siri, and Ecosystem Lock-in

Maybe the new world is the same as the old

Jun 13, 2024

The AGI-in-2027 Thesis

Some researchers are convinced that we are on the cusp of superintelligence. Are they right?

Jun 21, 2024

You Can’t Math Your Way to Success

Whether in art, startups, or parenting, you can only control so much

Jul 9, 2024

Paramount’s Dilemma: Content Isn’t King—Distribution Is

Half a century removed from its glory days, the Hollywood giant has a new rescue plan

Jul 11, 2024

Searching for Signal

When building a startup gets hard, where should we turn?

Jul 16, 2024

What I Got Wrong About VR

Whoopsie, I may have gotten a little excited