Netflix and Bill
A Napkin Math and Trapital Production
A founder’s personality can differentiate them—or destroy them
If you want to develop great taste, you must taste a lot of stuff
How governments and companies are engaged in mutual manipulation
What GPT-3 is, GPT-3's capabilities, if GPT-3 will replace jobs, and how it affects social media.
Whether in art, startups, or parenting, you can only control so much
By reducing transaction costs, AI will reshape how companies operate and interact
What’s the real reason AI hasn’t yet delivered on its hype?
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.
The success of a dating app has huge implications for the U.S. economy
A new book on Bill Gates asks: How do you measure a billionaire’s net impact on the world?
Nike just released their latest earnings report. We dive into their "Consumer Direct Offense" strategy, how they combined their brand marketing with technology.
I Have Some Thoughts To Share
Plus a new course from Napkin Math!
Screenshots of my contract and the financial model I used to decide
The history of cloud computing, how DevOps and Observability became so big, and the fate of Datadog
Who owns the output of AI—the machines or the creators?
I'm going full time on Napkin Math
Whoopsie, I may have gotten a little excited
In her debut book, Kyla Scanlon makes the case for feeling the numbers
Is Bored Ape Yacht Club a Decentralized Disney?
The impending doom of horizontal SaaS
Clarifying the murky middle ground between Gross Profits and Net Income