Napkin Math

Profit and power in technology.

Jul 18, 2024

A New Book of the Startup Bible

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

Sep 14, 2023

Defense Tech Shouldn’t Be Sexy

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

Mar 26, 2024

How to Make Millions on Discord

A new distribution channel has opened

Sep 19, 2024

Live Fuller, Not Bigger

You must escape the shallow joy of more

Sep 22, 2022

The AI Writer

How tech is changing what it means to be an author

Nov 24, 2021

How Do You Compete with Free?

Notion: The Embattled Artist

Dec 7, 2023

The Impossibility of Being Charlie

RIP to nerd Jesus

Jul 15, 2022

Has Venture Lost Its Soul?

A Book Review of The Power Law

Jun 24, 2020

Why Software is More Profitable Than Content

Written by... a content company

Jun 27, 2023

Shopping for AI Shovels: The MosaicML Acquisition

Why would Databricks spend $1.3B?

Jul 20, 2023

Of Course You Can Beat the Market

Free your mind from the Efficient Market Hypothesis

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 5, 2024

The Religion of Ramp

How the fintech became one of the fastest-growing startups—ever

Dec 1, 2021

Investing on Instinct

Why the best deals are done with no data at all

Nov 16, 2023

COGS: How I Bankrupted MoviePass

An intuitive explainer for how to lose money and win anyway

Apr 16, 2024

Distribution Is King

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

Mar 10, 2022

How To Get Leverage On Your Ideas

The Power Output Equation

Jan 6, 2022

What the hell is going on with Lambda School?

The complicated business of selling social good

Jul 16, 2021

How Free to Play Video Games are Forced to Make Addicts

A Case Study on Market Structures and Harm

Dec 1, 2022

The House of the Bloody Mouse

Where does Disney go from here?

Feb 6, 2024

Profit, Power, and the Vision Pro

Will Apple’s new headset change everything?

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 22, 2021

Snowflake: How a Revenue Retention Behemoth was Built

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

Feb 27, 2024

What the Media Is Getting Wrong About AI

The future must be built on truth