Napkin Math

Profit and power in technology.

Jan 25, 2024

The Zone of Deployment

How can you know when to invest?

Mar 2, 2023

Should I Quit and Start a Franchise?

I’m wondering if I can deep-fry my way out of the apocalypse

Jun 10, 2022

Software is Eating the Individual

The Embedded Human

Jul 15, 2022

Has Venture Lost Its Soul?

A Book Review of The Power Law

Sep 7, 2023

You Need to Know What You Are Betting On

How to think about investing in a startup versus a public company

May 11, 2023

Why Are Republicans Better at Making Money on the Internet?

What consumer tech and media got wrong

Jul 27, 2023

Snap’s Probably Screwed (Again)

Maybe Elon should buy it

Jun 16, 2022

Selective Optimism

People who promise high returns forever are liars

Apr 28, 2022

Cash—Kingmaker or Killer?

A examination of when cash can anoint a market winner

Feb 1, 2024

Crypto’s Prophet Speaks

A16z’s Chris Dixon hasn’t abandoned the faith with his new book, 'Read Write Own'

Apr 4, 2024

How I Use ChatGPT (As a Reasonable Person)

My AI awakening

Feb 15, 2024

Autonomous Vehicles Have a Problem of Narrative

The tech industry needs to be honest about the trade-offs of risk

Aug 31, 2023

The Internet Demands Greatness

No one cares, so take more risks

Sep 22, 2022

The AI Writer

How tech is changing what it means to be an author

Jun 22, 2023

AI Can Construct a Trading Strategy Now

And it means there are big changes ahead for what software can do

Apr 8, 2022

The Futility of Utility

A personal essay

May 19, 2022

How Startups Can Survive the Creator Economy Winter

The Race for Revenue Share

Aug 25, 2020

The Quest for Monopoly

A history of stock market exchanges: from fragmentation to monopoly, monopoly to fragmentation and back again.

Sep 14, 2023

Defense Tech Shouldn’t Be Sexy

Weapons are a necessary evil, not a hype-y consumer product

Jul 18, 2024

A New Book of the Startup Bible

It’s the rare business book that you should actually read

Sep 4, 2020

The Investment Opportunity in School Bus Operators

Many schools have closed, representing a unique opportunity to buy school bus operators. With a strong moat, now might be the right time to buy.

Dec 1, 2022

The House of the Bloody Mouse

Where does Disney go from here?

Nov 9, 2023

We Should All Want to Be Mitt Romney

What is the point of F U money if you never say F U?

Sep 19, 2024

Live Fuller, Not Bigger

You must escape the shallow joy of more