Back of the Envelope

Market sizing anything and everything
Created 22 May 2021
  • What are Central Bank Digital Currencies (CBDCs)?
    04 Oct 2021 • 6 min read
    The goal of this article is to provide an introduction to CBDCs: what they are, how they could offer new policy tools, and what we’ve seen so far in terms of countries’ progress on CBDCs. But first, i...
  • Is There a Dunbar's Number for Crypto Communities?
    27 Sep 2021 • 5 min read
    Communities are one of the major backbones of web3. We’re starting to see this really take full effect: Twitter communities, Discord channels, and niche subreddits dedicated to web3 topics are often s...
  • Axie Infinity as a Mechanism for Wealth Transfers
    29 Aug 2021 • 4 min read
    Over the past few months, I’ve become more and more convinced that Axie Infinity is a wealth transfer from people in richer countries to players in poorer countries. Hear me out. Because each Axie is ...
  • Is Test Prep Ripe for Disruption?
    01 Jul 2021 • 4 min read
    This week’s Back of the Envelope considers: If an industry hasn’t changed much throughout the last several decades, there’s a good chance one of two things has happened: either the way things have bee...
  • The Expanding Markets Enabled By Remote Work
    18 Jun 2021 • 5 min read
    Welcome to Back of the Envelope 📩, Thanks for following along on this journey. If you’re new here, join other market sizing enthusiasts by subscribing here: Subscribe now Today’s Back of the Envelope...
  • Why Market Sizing
    24 May 2021 • 1 min read
    One of the most valuable skills in the world is being able to size a market. It’s useful for investing, building a business, making strategic decisions, and more. Elad Gil @eladgil Eventually, TAM is ...
  • A Newsletter Dedicated to Market Sizing
    22 May 2021 • < 1 min read
    Welcome to Back of the Envelope by me, Alana. Sign up now so you don’t miss the first issue. Subscribe now In the meantime, tell your friends!
  • View More on Substack »