Evan is the lead writer at Every. He explores power and profit in technology in his twice-weekly Napkin Math column.
China, boring AI, vertical SaaS, and Apple's power
It’s the rare business book that you should actually read
Half a century removed from its glory days, the Hollywood giant has a new rescue plan
What video games can teach us about building billion-dollar companies
After a short break, Napkin Math returns with a new writer
Triller's S1 raises questions about its numbers
If you want to win, you gotta spike
The complicated business of selling social good
How the LTV/CAC ratio is manipulated to take advantage of retail investors
A Case Study on Market Structures and Harm
Where does Disney go from here?
Amazon and Berkshire Hathaway got really big. Here’s why it might kill them.
My explorations in image generation
The future must be built on truth
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
Will Apple’s new headset change everything?
Get in, loser—we’re disrupting Oracle
A Review of An Ugly Truth
Some researchers are convinced that we are on the cusp of superintelligence. Are they right?
The Weird Future Ahead
Is AI training a sustainable business model for the future?
An interview with Nir Eyal
It’s Musk's world and we’re just tweeting in it
Abandoning a Trillion Dollar Advantage