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Evan Armstrong

@ItsUrBoyEvan

Reformed venture capitalist and strategist. Now slinging words for a living.

Napkin Math

How AI Changes the Media Business

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

64 Mar 23, 2023 by Evan Armstrong

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Technology Is Good Actually

Startups screw up sometimes, but making things cheaper is a moral necessity

70 Mar 16, 2023 by Evan Armstrong

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A Dearth of Secrets, an Excess of Capital: SVB’s Explosion

We may be entering a more ruthless era in tech

90 Mar 13, 2023 by Evan Armstrong

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Recommendation Algorithms Are a Necessary Evil (Sort Of)

AI is about to remake our information ecosystem and it is past time for us to prepare

49 Mar 9, 2023 by Evan Armstrong

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Should I Quit and Start a Franchise?

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

77 Mar 2, 2023 by Evan Armstrong

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When Content Creation Goes to Zero

AI is making a world where it costs nothing to produce anything. What happens next?

60 Feb 23, 2023 by Evan Armstrong

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Bada Bing: Why Microsoft Wants Google to Dance

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

96 Feb 16, 2023 by Evan Armstrong

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The Meditations of Vinyl Jesus

Music producer Rick Rubin explores the creative process

93 Feb 9, 2023 by Evan Armstrong

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AI Looks Like a Bubble

Investors need to take a cold shower

137 Feb 2, 2023 by Evan Armstrong

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How Technology Giants Die

GE, Amazon, and the flywheel of death

93 Jan 26, 2023 by Evan Armstrong

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In Defense of the Unoptimized Life

Give yourself the space to be inspired

321 Jan 12, 2023 by Evan Armstrong

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It Is Always Time to Build

Interest rates do not equal innovation rates

70 Jan 5, 2023 by Evan Armstrong

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Meditations on AI Mecca

A dispatch from a hacker conference in San Francisco

96 Dec 21, 2022 by Evan Armstrong

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Should You Fire This Newsletter?

In which I analyze whether I’m good at my job

98 Dec 15, 2022 by Evan Armstrong

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The Primary Trends I’m Investing In Next Year

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

39 Dec 8, 2022 by Evan Armstrong

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The House of the Bloody Mouse

Where does Disney go from here?

46 Dec 1, 2022 by Evan Armstrong

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6 New Theories About AI

Software with superpowers

94 Nov 22, 2022 by Evan Armstrong

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Pinterest Has a Chance

The first full-stack shopping platform

52 Nov 10, 2022 by Evan Armstrong

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How Elon Wins

Twitter needs to pursue the algorithmic feed

100 Nov 3, 2022 by Evan Armstrong

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Venture Capital Is Ripe for Disruption

A world where a billion is a drop in the bucket

103 Oct 27, 2022 by Evan Armstrong

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Who Wins the AI Value Chain?

It's A Brave New World

71 Oct 14, 2022 by Evan Armstrong

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The Face That AI Built

My explorations in image generation

34 Oct 6, 2022 by Evan Armstrong

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Why Culture Eats Strategy

The Search For the Winning Formula

89 Sep 29, 2022 by Evan Armstrong

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The AI Writer

How tech is changing what it means to be an author

53 🔒 Sep 22, 2022 by Evan Armstrong

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When Creation Goes To Zero

Skynet Who?

99 🔒 Sep 15, 2022 by Evan Armstrong