After a short break, Napkin Math returns with a new writer
Is AI training a sustainable business model for the future?
The Weird Future Ahead
Netflix and Bill
Can AI agents make you a billionaire?
An examination of the Twitch Hack data
Maybe the new world is the same as the old
By reducing transaction costs, AI will reshape how companies operate and interact
The politics of progress has a new manual
A new book on Bill Gates asks: How do you measure a billionaire’s net impact on the world?
The impending doom of horizontal SaaS
Plus a new course from Napkin Math!
Make your spreadsheets shape strategy
In China, livestreaming has changed eCommerce. Learn about how it works, what the hosts do during the steam, and how it could impact American eCommerce.
Who owns the output of AI—the machines or the creators?
Abandoning a Trillion Dollar Advantage
The solution to the problem of social media is to build something better
The next big disruption in software is here, and it understands what you’re looking for better than you do
The Unity Conundrum
Twilio rode its API to a $66B valuation. Now it’s trying to become the Universal Switchboard for the internet.
Why subscription hardware is better than hardware, the cross-selling opportunity, how Mirror could lead to a connected home, and why Mirror is a call option for Lululemon.
Hint: Nvidia’s success is based on much more than chips
Nike just released their latest earnings report. We dive into their "Consumer Direct Offense" strategy, how they combined their brand marketing with technology.
Clarifying the murky middle ground between Gross Profits and Net Income
