Evan Armstrong

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

Dec 1, 2021

Investing on Instinct

Why the best deals are done with no data at all

Jul 20, 2023

Of Course You Can Beat the Market

Free your mind from the Efficient Market Hypothesis

Nov 24, 2021

How Do You Compete with Free?

Notion: The Embattled Artist

Aug 13, 2021

Is Facebook Fixable

A Review of An Ugly Truth

Mar 7, 2024

Ads in the Age of AI

Weirder, different, and new

Mar 21, 2024

Why Polarity Pays

The complicated social and financial incentives at the heart of online publishing

Sep 2, 2021

Content Moderation Double-Bind Theory

The market failures damning content to ever increasing sensationalism

Jan 6, 2022

What the hell is going on with Lambda School?

The complicated business of selling social good

Jul 22, 2021

Snowflake: How a Revenue Retention Behemoth was Built

TL;DRThis is the second post on a deep dive in GTM metrics with a focus today on Revenue RetentionSnowflake is a software Dracula. It latche

Feb 25, 2022

Joe Rogan: The Platform-Proof Creator

Spotify’s No-Win Predicament

Jul 13, 2023

OpenAI’s Code Interpreter Is About to Remake Finance

Get in, loser—we’re disrupting Oracle

Jun 27, 2023

Shopping for AI Shovels: The MosaicML Acquisition

Why would Databricks spend $1.3B?

Dec 8, 2022

The Primary Trends I’m Investing In Next Year

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

Mar 10, 2022

How To Get Leverage On Your Ideas

The Power Output Equation

Aug 13, 2024

The Addiction Economy

Addicted, overwhelmed, oversubscribed: How technology hooked the world

Jul 9, 2024

Paramount’s Dilemma: Content Isn’t King—Distribution Is

Half a century removed from its glory days, the Hollywood giant has a new rescue plan

Jul 16, 2021

How Free to Play Video Games are Forced to Make Addicts

A Case Study on Market Structures and Harm

Jun 22, 2022

Are We Really Addicted?

An interview with Nir Eyal

Apr 5, 2022

Twitter’s Shot at Becoming a Meme Stock

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

Feb 27, 2024

What the Media Is Getting Wrong About AI

The future must be built on truth

Dec 7, 2023

The Impossibility of Being Charlie

RIP to nerd Jesus

Nov 16, 2023

COGS: How I Bankrupted MoviePass

An intuitive explainer for how to lose money and win anyway

Jan 9, 2025

More Output, Less Effort

8 pieces of technology that have dramatically improved my life

Sep 9, 2021

Tech stocks’ favorite lie to investors

How the LTV/CAC ratio is manipulated to take advantage of retail investors