Evan Armstrong

@ItsUrBoyEvan

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

Napkin Math

Searching for Signal

When building a startup gets hard, where should we turn?

4 Jul 11, 2024 by Evan Armstrong

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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

1 Jul 9, 2024 by Evan Armstrong

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You Can’t Math Your Way to Success

Whether in art, startups, or parenting, you can only control so much

3 Jun 21, 2024 by Evan Armstrong

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The AGI-in-2027 Thesis

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

3 Jun 13, 2024 by Evan Armstrong

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

Maybe the new world is the same as the old

Jun 11, 2024 by Evan Armstrong

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AI Is Transforming the Nature of the Firm

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

Jun 4, 2024 by Evan Armstrong

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The Art of Scaling Taste

How MSCHF turns irreverent ideas into a real business

6 May 30, 2024 by Evan Armstrong

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Microsoft’s Boring but Profitable Future

The PC giant is making Windows exciting again

3 🔒 May 23, 2024 by Evan Armstrong

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Google Goes All In on AI

The company has every possible advantage, but can they use it?

🔒 May 15, 2024 by Evan Armstrong

Chain of Thought

GPT-4o and OpenAI’s Race to Win Consumers

Decoding what the AI leader’s latest release means for the future

🔒 May 14, 2024 by Dan Shipper and Evan Armstrong

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Patreon Should Buy Substack to Save Creators

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

7 May 9, 2024 by Evan Armstrong

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The Right Kind of Asshole

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

4 May 7, 2024 by Evan Armstrong

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The AI Hardware Dilemma

Why new devices are flopping—and how they might succeed

1 May 2, 2024 by Evan Armstrong

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The AI Wars Have Begun

OpenAI, Meta, and the $120 billion battle for the future of intelligence

🔒 Apr 30, 2024 by Evan Armstrong

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Some Things I Know (And Some Things I Don’t)

What have I learned from two years of writing?

🔒 Apr 23, 2024 by Evan Armstrong

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Don’t Dismiss the Apple Vision Pro

Apple has a hit on its hands. Will it seize the opportunity?

2 Apr 18, 2024 by Evan Armstrong

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Distribution Is King

What video games can teach us about building billion-dollar companies

3 Apr 16, 2024 by Evan Armstrong

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Can the Truly Moral Billionaire Please Stand Up?

My quest to find Jesus Christ with a Gulfstream

5 Apr 11, 2024 by Evan Armstrong

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How I Use ChatGPT (As A Reasonable Person)

My AI awakening

Apr 4, 2024 by Evan Armstrong

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The One-person Billion-dollar Company

Can AI agents make you a billionaire?

1 Apr 3, 2024 by Evan Armstrong

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What Are AI Agents—And Who Profits From Them?

The newest wave of AI research is changing everything

6 Mar 28, 2024 by Evan Armstrong

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How to Make Millions on Discord

A new distribution channel has opened

Mar 26, 2024 by Evan Armstrong

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Why Polarity Pays

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

5 Mar 21, 2024 by Evan Armstrong

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Ads in the Age of AI

Weirder, different, and new

7 Mar 7, 2024 by Evan Armstrong

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Claude 3 Is The Most Human AI Yet

But that doesn’t mean it's going to beat ChatGPT

5 Mar 5, 2024 by Evan Armstrong