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How the Creator Economy Can Save the Hospitality Industry
New digital platforms enable hospitality entrepreneurs to build businesses that transcend the traditional restaurant. These "culinary creators" will…
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Back of the Napkin VC
Can DoorDash handle the heat in the kitchen? 🥃
The pandemic darling came under fire from a number of VCs and founders last week. We examine DoorDash's business equation, unit economics, and flywheels…
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Back of the Napkin VC
Why I'm Riding with Peloton - The Speakeasy 🥃
Hey friends and family, This is a rapid fire follow up to yesterday’s Back of the Napkin analysis of Peloton. Sometimes these mental models lead to…
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Back of the Napkin VC
Peloton: A Back of the Napkin Analysis 🥃
Hello readers, First of all, we’re really excited to be publishing the first issue of the Back of the Napkin newsletter, and even more so that you’re…
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Back of the Napkin VC
Back of the Napkin VC Weekly
Back of the Napkin VC Weekly
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Back of the Napkin VC Weekly

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