Evan Armstrong is the lead writer at Every. He explores profit and power in technology in his column, Napkin Math.
How the fintech became one of the fastest-growing startups—ever
Why the best deals are done with no data at all
The Power Output Equation
What video games can teach us about building billion-dollar companies
An intuitive explainer for how to lose money and win anyway
The complicated business of selling social good
A Case Study on Market Structures and Harm
Where does Disney go from here?
Will Apple’s new headset change everything?
Half a century removed from its glory days, the Hollywood giant has a new rescue plan
The future must be built on truth
8 pieces of technology that have dramatically improved my life
TL;DRThis is the second post on a deep dive in GTM metrics with a focus today on Revenue RetentionSnowflake is a software Dracula. It latche
Triller's S1 raises questions about its numbers
Amazon and Berkshire Hathaway got really big. Here’s why it might kill them.
How the LTV/CAC ratio is manipulated to take advantage of retail investors
If you want to win, you gotta spike
After a short break, Napkin Math returns with a new writer
China, boring AI, vertical SaaS, and Apple's power
Some researchers are convinced that we are on the cusp of superintelligence. Are they right?
Software that drives hardware adoption is rarer than you think
How governments and companies are engaged in mutual manipulation
The politics of progress has a new manual
My explorations in image generation
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