Napkin Math

Business breakdowns, by the numbers.

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Napkin Math

AI Looks Like a Bubble

Investors need to take a cold shower

111 Feb 2, 2023 by Evan Armstrong

Napkin Math

How Technology Giants Die

GE, Amazon, and the flywheel of death

88 Jan 26, 2023 by Evan Armstrong

Napkin Math

In Defense of the Unoptimized Life

Give yourself the space to be inspired

254 Jan 12, 2023 by Evan Armstrong

Napkin Math

It Is Always Time to Build

Interest rates do not equal innovation rates

70 Jan 5, 2023 by Evan Armstrong

Napkin Math

Meditations on AI Mecca

A dispatch from a hacker conference in San Francisco

84 Dec 21, 2022 by Evan Armstrong

Napkin Math

Should You Fire This Newsletter?

In which I analyze whether I’m good at my job

91 Dec 15, 2022 by Evan Armstrong

Napkin Math

The Primary Trends I’m Investing In Next Year

China, boring AI, vertical SaaS, and Apple's power

38 Dec 8, 2022 by Evan Armstrong

Napkin Math

The House of the Bloody Mouse

Where does Disney go from here?

46 Dec 1, 2022 by Evan Armstrong

Napkin Math

6 New Theories About AI

Software with superpowers

89 Nov 22, 2022 by Evan Armstrong

Napkin Math

Pinterest Has a Chance

The first full-stack shopping platform

52 Nov 10, 2022 by Evan Armstrong

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How Elon Wins

Twitter needs to pursue the algorithmic feed

100 Nov 3, 2022 by Evan Armstrong

Napkin Math

Venture Capital Is Ripe for Disruption

A world where a billion is a drop in the bucket

101 Oct 27, 2022 by Evan Armstrong

Napkin Math

Who Wins the AI Value Chain?

It's A Brave New World

66 Oct 14, 2022 by Evan Armstrong

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The Face That AI Built

My explorations in image generation

34 Oct 6, 2022 by Evan Armstrong

Napkin Math

Why Culture Eats Strategy

The Search For the Winning Formula

89 Sep 29, 2022 by Evan Armstrong

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The AI Writer

How tech is changing what it means to be an author

53 🔒 Sep 22, 2022 by Evan Armstrong

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When Creation Goes To Zero

Skynet Who?

99 🔒 Sep 15, 2022 by Evan Armstrong

Napkin Math

What I Learned From Being Cancer Free

Seven Years of Freedom

61 🔒 Sep 8, 2022 by Evan Armstrong

Napkin Math

Finance is Narrative Not Numbers

The Subtle Art of Manipulating CFOs

22 Aug 25, 2022 by Evan Armstrong

Napkin Math

What is an Asset?

Plus a new course from Napkin Math!

22 🔒 Aug 18, 2022 by Evan Armstrong

Napkin Math

A Tale Of Two Acquisitions

The Unity Conundrum

8 🔒 Aug 12, 2022 by Evan Armstrong

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The Meh-taverse

A Book Review

66 Aug 4, 2022 by Evan Armstrong

Napkin Math

Snapchat’s Probably Screwed

Apple's ATT Fallout Continues

142 🔒 Jul 28, 2022 by Evan Armstrong

Napkin Math

Crypto Has A Use Case

How Braintrust Used Tokens to Kickstart a Market

47 🔒 Jul 21, 2022 by Evan Armstrong

Napkin Math

Has Venture Lost Its Soul?

A Book Review of The Power Law

60 Jul 15, 2022 by Evan Armstrong