Evan Armstrong

Evan Armstrong was a lead writer at Every who explored profit and power in technology in Napkin Math.

Sep 29, 2022

Why Culture Eats Strategy

The Search For the Winning Formula

Jan 5, 2023

It Is Always Time to Build

Interest rates do not equal innovation rates

Dec 21, 2022

Meditations on AI Mecca

A dispatch from a hacker conference in San Francisco

Feb 16, 2023

Bada Bing: Why Microsoft Wants Google to Dance

Surely nothing bad will happen with an AI hooked up to the internet

Mar 23, 2023

How AI Changes the Media Business

Why community and social network effects will be key to winning the future

Apr 15, 2021

COGS: How I Bankrupted MoviePass

An Intuitive Explainer for How To Lose Money and Win Anyway

Dec 16, 2021

The primary trends I’m investing in next year

Inflation, web3, embedded fintech, investing in people, and the newsletter winter that is coming

Jun 6, 2023

The Bugman Cometh

My sick, unexplainable desire to buy a face computer

Aug 17, 2023

The Internet Is Still Early

Neither hellscape nor utopia—the internet makes society anew

Nov 10, 2022

Pinterest Has a Chance

The first full-stack shopping platform

Oct 5, 2023

Automate the Simple Stuff With Stupid Tools

This is the dumbest AI will ever be—and it’s still magic

Mar 30, 2022

Twitter’s Probably Screwed

The Rugged Landscape of Digital Advertising

Dec 21, 2023

Should You Fire This Newsletter? 2023 Edition

2024 is the year I go big

Aug 24, 2023

A TikTok Competitor Is About to IPO—And It’s Deeply Suspicious

Triller's S1 raises questions about its numbers

Aug 4, 2022

The Meh-taverse

A Book Review

Dec 5, 2024

The Religion of Ramp

How the fintech became one of the fastest-growing startups—ever

May 5, 2022

The Empire Stripes Back

A $100B Bet on Two Brothers

Jan 25, 2024

The Zone of Deployment

How can you know when to invest?

Mar 2, 2023

Should I Quit and Start a Franchise?

I’m wondering if I can deep-fry my way out of the apocalypse

Jun 10, 2022

Software is Eating the Individual

The Embedded Human

Jul 15, 2022

Has Venture Lost Its Soul?

A Book Review of The Power Law

Sep 7, 2023

You Need to Know What You Are Betting On

How to think about investing in a startup versus a public company

May 11, 2023

Why Are Republicans Better at Making Money on the Internet?

What consumer tech and media got wrong

Oct 3, 2024

OpenAI Launches a Document and Code Editor Integrated Into ChatGPT

Canvas is an Artifacts competitor aiming at the future of AI-human collaboration