Evan Armstrong

Evan Armstrong is the lead writer at Every. He explores profit and power in technology in his column, Napkin Math.

Sep 28, 2023

The Double Bind Theory—Or Why Sensationalism (Unfortunately) Works

If you want to win, you gotta spike

Jul 13, 2023

OpenAI’s Code Interpreter Is About to Remake Finance

Get in, loser—we’re disrupting Oracle

Dec 8, 2022

The Primary Trends I’m Investing In Next Year

China, boring AI, vertical SaaS, and Apple's power

Jun 13, 2024

The AGI-in-2027 Thesis

Some researchers are convinced that we are on the cusp of superintelligence. Are they right?

Apr 13, 2021

Announcing Napkin Math Fiscal Year 2021

After a short break, Napkin Math returns with a new writer

May 7, 2024

The Right Kind of Asshole

A founder’s personality can differentiate them—or destroy them

Jan 27, 2022

Will Tokens Replace Equity?

The Weird Future Ahead

Jul 30, 2024

Tinder Is Way More Important Than You Think

The success of a dating app has huge implications for the U.S. economy

Jun 11, 2024

Apple’s AI Evolution: Built-in AI, Supercharged Siri, and Ecosystem Lock-in

Maybe the new world is the same as the old

Feb 29, 2024

Reddit: The Internet’s Bellwether

Is AI training a sustainable business model for the future?

Aug 25, 2022

Finance is Narrative Not Numbers

The Subtle Art of Manipulating CFOs

Oct 24, 2024

How to Win Arguments and Manipulate Managers

Make your spreadsheets shape strategy

Jan 16, 2025

God Is in the Bubbles

The politics of progress has a new manual

Sep 12, 2024

The Button Problem of AI

What’s the real reason AI hasn’t yet delivered on its hype?

Jun 4, 2024

AI Is Transforming the Nature of the Firm

By reducing transaction costs, AI will reshape how companies operate and interact

Apr 5, 2022

Twitter’s Shot at Becoming a Meme Stock

It’s Musk's world and we’re just tweeting in it

May 9, 2024

Patreon Should Buy Substack to Save Creators

The solution to the problem of social media is to build something better

Jan 28, 2025

What Actually Matters (And What Doesn’t) For DeepSeek

Allow us to explain why your 401k is down

Jun 23, 2022

Facebook’s Capitulation

Abandoning a Trillion Dollar Advantage

Apr 21, 2022

Microsoft should buy Netflix

Netflix and Bill

Jan 24, 2025

Why Is Jensen Huang $120 Billion Richer Than You?

Hint: Nvidia’s success is based on much more than chips

Aug 27, 2024

Benevolent Billionaire or Despot—Or Both?

A new book on Bill Gates asks: How do you measure a billionaire’s net impact on the world?

Oct 7, 2021

The End of Software, Again

The impending doom of horizontal SaaS

Sep 5, 2024

Vibes-based Search

The next big disruption in software is here, and it understands what you’re looking for better than you do