Napkin Math

Profit and power in technology, every Tuesday and Thursday.

Jun 30, 2022

Look On My Works, Ye Mighty, and Despair

I Have Some Thoughts To Share

Jul 15, 2022

Has Venture Lost Its Soul?

A Book Review of The Power Law

Jun 2, 2022

The Inventor of the iPhone Has Some Thoughts

Build by Tony Fadell: A Review

Jul 28, 2022

Snapchat’s Probably Screwed

Apple's ATT Fallout Continues

Aug 4, 2022

The Meh-taverse

A Book Review

Aug 12, 2022

A Tale Of Two Acquisitions

The Unity Conundrum

May 26, 2022

The Addiction Economy

Addicted, Overwhelmed, Oversubscribed: How Technology Hooked the World

Aug 25, 2022

Finance is Narrative Not Numbers

The Subtle Art of Manipulating CFOs

May 19, 2022

How Startups Can Survive the Creator Economy Winter

The Race for Revenue Share

Sep 22, 2022

The AI Writer

How tech is changing what it means to be an author

Jan 30, 2021

A Local News Revival

How product, marketing, and cost innovations create a massive opportunity

Oct 14, 2022

Who Wins the AI Value Chain?

It's A Brave New World

Oct 27, 2022

Venture Capital Is Ripe for Disruption

A world where a billion is a drop in the bucket

Nov 3, 2022

How Elon Wins

Twitter needs to pursue the algorithmic feed

May 12, 2022

Crypto’s Failed Promise

The problem with crypto-as-a-nation-state

Nov 22, 2022

6 New Theories About AI

Software with superpowers

May 5, 2022

The Empire Stripes Back

A $100B Bet on Two Brothers

Dec 8, 2022

The Primary Trends I’m Investing In Next Year

China, boring AI, vertical SaaS, and Apple's power

Apr 28, 2022

Cash—Kingmaker or Killer?

A examination of when cash can anoint a market winner

Jan 5, 2023

It Is Always Time to Build

Interest rates do not equal innovation rates

Jan 12, 2023

In Defense of the Unoptimized Life

Give yourself the space to be inspired

Jan 26, 2023

How Technology Giants Die

GE, Amazon, and the flywheel of death

Apr 8, 2022

The Futility of Utility

A personal essay

Jul 27, 2023

Snap’s Probably Screwed (Again)

Maybe Elon should buy it