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Evan Armstrong

@ItsUrBoyEvan

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

Napkin Math

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

If you want to win, you gotta spike

2 Sep 28, 2023 by Evan Armstrong

Napkin Math

Oh No, I Kinda Want to Work for Elon

An examination of the man-child who would be king

12 Sep 21, 2023 by Evan Armstrong

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Defense Tech Shouldn’t Be Sexy

Weapons are a necessary evil, not a hype-y consumer product

1 Sep 14, 2023 by Evan Armstrong

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You Need to Know What You Are Betting On

How to think about investing in a startup versus a public company

1 Sep 7, 2023 by Evan Armstrong

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The Internet Demands Greatness

No one cares, so take more risks

5 Aug 31, 2023 by Evan Armstrong

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A TikTok Competitor Is About to IPO—And It’s Deeply Suspicious

Triller's S1 raises questions about its numbers

2 Aug 24, 2023 by Evan Armstrong

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The Internet Is Still Early

Neither hellscape nor utopia—the internet makes society anew

2 Aug 17, 2023 by Evan Armstrong

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The Futility of Utility

Why do I choose to do things that aren't in my best interest?

1 Aug 10, 2023 by Evan Armstrong

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Devote Yourself to the Cause of Your Life

Your to-do list can wait

1 Aug 3, 2023 by Evan Armstrong

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Snap’s Probably Screwed (Again)

Maybe Elon should buy it

Jul 27, 2023 by Evan Armstrong

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Of Course You Can Beat the Market

Free your mind from the Efficient Market Hypothesis

1 Jul 20, 2023 by Evan Armstrong

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OpenAI’s Code Interpreter Is About to Remake Finance

Get in, loser—we’re disrupting Oracle

Jul 13, 2023 by Evan Armstrong

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What Happened to the Creator Economy?

The burden of missed expectations

2 Jun 29, 2023 by Evan Armstrong

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Shopping for AI Shovels: The MosaicML Acquisition

Why would Databricks spend $1.3B?

Jun 27, 2023 by Evan Armstrong

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AI Can Construct a Trading Strategy Now

And it means there are big changes ahead for what software can do

Jun 22, 2023 by Evan Armstrong

Every

Mistral AI Memo Review

New product from us!

🔒 Jun 22, 2023 by Evan Armstrong

Napkin Math

OpenAI’s Code Interpreter Is About to Remake Finance

Get in loser, we’re disrupting Oracle

Jun 15, 2023 by Evan Armstrong

Napkin Math

The Bugman Cometh

My sick, unexplainable desire to buy a face computer

1 Jun 6, 2023 by Evan Armstrong

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The Cost of Greatness

What will be the blood sacrifice on your altar of ambition?

2 Jun 1, 2023 by Evan Armstrong

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Dying Whales and Dying Billionaires

A note about power

May 25, 2023 by Evan Armstrong

Napkin Math

Meet Your New Finance Intern: GPT-4

How AI will reshape what finance professionals do

1 May 18, 2023 by Evan Armstrong

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Why Are Republicans Better at Making Money on the Internet?

What consumer tech and media got wrong

May 11, 2023 by Evan Armstrong

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7 Reasons Media Is a No-Good, Horrible, Rotten Business That I Love Anyways

Plus a few things that bring me hope

1 May 4, 2023 by Evan Armstrong

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Death of a Flywheel

How Amazon and Berkshire got too big

Apr 27, 2023 by Evan Armstrong

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You Probably Shouldn’t Work at a Startup

It’s overrated—both financially and emotionally

1 Apr 20, 2023 by Evan Armstrong