Napkin Math

Profit and power in technology.

Mar 26, 2024

How to Make Millions on Discord

A new distribution channel has opened

Jul 11, 2024

Searching for Signal

When building a startup gets hard, where should we turn?

Jul 13, 2023

OpenAI’s Code Interpreter Is About to Remake Finance

Get in, loser—we’re disrupting Oracle

Sep 8, 2022

What I Learned From Being Cancer Free

Seven Years of Freedom

Aug 5, 2020

Intangible Assets: The Invisible Value Driver

Book review of The End of Accounting: there are four problems with current financial statements and intangible assets are the biggest reason why.

May 4, 2023

7 Reasons Media Is a No-Good, Horrible, Rotten Business That I Love Anyways

Plus a few things that bring me hope

Sep 19, 2024

Live Fuller, Not Bigger

You must escape the shallow joy of more

Oct 6, 2022

The Face That AI Built

My explorations in image generation

Feb 6, 2024

Profit, Power, and the Vision Pro

Will Apple’s new headset change everything?

Apr 16, 2024

Distribution Is King

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

Sep 30, 2021

NFT Projects are just MLMs for Tech Elites

A somewhat impartial review of current NFT business models

Nov 24, 2021

How Do You Compete with Free?

Notion: The Embattled Artist

Jul 20, 2023

Of Course You Can Beat the Market

Free your mind from the Efficient Market Hypothesis

Nov 12, 2020

Cash Conversion Cycle: Bridging the Gap Between Profitability & Cash Flow

What is the Cash Conversion Cycle and why is it useful? In this post, we discuss the Cash Conversion Cycle formula, an example calculation, and a comparison of public retailer IPOs.

Dec 1, 2021

Investing on Instinct

Why the best deals are done with no data at all

Aug 13, 2021

Is Facebook Fixable

A Review of An Ugly Truth

Mar 21, 2024

Why Polarity Pays

The complicated social and financial incentives at the heart of online publishing

Mar 7, 2024

Ads in the Age of AI

Weirder, different, and new

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

Sep 2, 2021

Content Moderation Double-Bind Theory

The market failures damning content to ever increasing sensationalism

Jun 24, 2020

Why Software is More Profitable Than Content

Written by... a content company

Aug 13, 2024

The Addiction Economy

Addicted, overwhelmed, oversubscribed: How technology hooked the world

Mar 10, 2022

How To Get Leverage On Your Ideas

The Power Output Equation

Feb 25, 2022

Joe Rogan: The Platform-Proof Creator

Spotify’s No-Win Predicament