Evan Armstrong

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

Sep 28, 2023

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

If you want to win, you gotta spike

Dec 5, 2023

Death of a Flywheel

Amazon and Berkshire Hathaway got really big. Here’s why it might kill them.

Jan 31, 2022

Spotify’s Quest to Own Your Ear

A Napkin Math and Trapital Production

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

Feb 22, 2024

AI and the Vision Pro Don’t Need a Killer App

Software that drives hardware adoption is rarer than you think

May 28, 2021

ITDA: The Gamification of Financial Statements

How governments and companies are engaged in mutual manipulation

Jun 13, 2024

The AGI-in-2027 Thesis

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

May 7, 2024

The Right Kind of Asshole

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

Sep 12, 2024

The Button Problem of AI

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

Aug 25, 2022

Finance is Narrative Not Numbers

The Subtle Art of Manipulating CFOs

Feb 29, 2024

Reddit: The Internet’s Bellwether

Is AI training a sustainable business model for the future?

Jan 27, 2022

Will Tokens Replace Equity?

The Weird Future Ahead

Apr 13, 2021

Announcing Napkin Math Fiscal Year 2021

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

Sep 24, 2024

The One-person Billion-dollar Company

Can AI agents make you a billionaire?

Apr 21, 2022

Microsoft should buy Netflix

Netflix and Bill

Aug 18, 2022

What is an Asset?

Plus a new course from Napkin Math!

Jan 16, 2025

God Is in the Bubbles

The politics of progress has a new manual

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?

Jun 4, 2024

AI Is Transforming the Nature of the Firm

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

Oct 28, 2021

The Creator Power Scale: A Formula to Determine if Platforms are Ripping You Off

An examination of the Twitch Hack data

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

Oct 7, 2021

The End of Software, Again

The impending doom of horizontal SaaS

Oct 24, 2024

How to Win Arguments and Manipulate Managers

Make your spreadsheets shape strategy

Aug 22, 2024

Copy Rights and Wrongs

Who owns the output of AI—the machines or the creators?