Evan Armstrong was a lead writer at Every who explored profit and power in technology in Napkin Math.
A personal essay
The Search For the Winning Formula
This is the dumbest AI will ever be—and it’s still magic
Inflation, web3, embedded fintech, investing in people, and the newsletter winter that is coming
Maybe Elon should buy it
Where does Disney go from here?
Weapons are a necessary evil, not a hype-y consumer product
What’s the real reason AI hasn’t yet delivered on its hype?
It’s Musk's world and we’re just tweeting in it
Plus a few things that bring me hope
A16z’s Chris Dixon hasn’t abandoned the faith with his new book, 'Read Write Own'
Netflix and Bill
How Braintrust Used Tokens to Kickstart a Market
Weirder, different, and new
Seven Years of Freedom
The Race for Revenue Share
Spotify’s No-Win Predicament
Addicted, overwhelmed, oversubscribed: How technology hooked the world
The Power Output Equation
And it means there are big changes ahead for what software can do
A new distribution channel has opened
The complicated social and financial incentives at the heart of online publishing
An interview with Nir Eyal
Can AI agents make you a billionaire?