Evan Armstrong

@ItsUrBoyEvan

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

Napkin Math

The Primary Trends I’m Investing In Next Year

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

40 Dec 8, 2022 by Evan Armstrong

Napkin Math

The House of the Bloody Mouse

Where does Disney go from here?

46 Dec 1, 2022 by Evan Armstrong

Napkin Math

6 New Theories About AI

Software with superpowers

96 Nov 22, 2022 by Evan Armstrong

Napkin Math

Pinterest Has a Chance

The first full-stack shopping platform

52 Nov 10, 2022 by Evan Armstrong

Napkin Math

How Elon Wins

Twitter needs to pursue the algorithmic feed

100 Nov 3, 2022 by Evan Armstrong

Napkin Math

Venture Capital Is Ripe for Disruption

A world where a billion is a drop in the bucket

103 Oct 27, 2022 by Evan Armstrong

Napkin Math

Who Wins the AI Value Chain?

It's A Brave New World

76 Oct 14, 2022 by Evan Armstrong

Napkin Math

The Face That AI Built

My explorations in image generation

34 Oct 6, 2022 by Evan Armstrong

Napkin Math

Why Culture Eats Strategy

The Search For the Winning Formula

89 Sep 29, 2022 by Evan Armstrong

Napkin Math

The AI Writer

How tech is changing what it means to be an author

53 Sep 22, 2022 by Evan Armstrong

Napkin Math

When Creation Goes To Zero

Skynet Who?

100 Sep 15, 2022 by Evan Armstrong

Napkin Math

What I Learned From Being Cancer Free

Seven Years of Freedom

62 Sep 8, 2022 by Evan Armstrong

Napkin Math

Finance is Narrative Not Numbers

The Subtle Art of Manipulating CFOs

22 Aug 25, 2022 by Evan Armstrong

Napkin Math

What is an Asset?

Plus a new course from Napkin Math!

22 Aug 18, 2022 by Evan Armstrong

Napkin Math

A Tale Of Two Acquisitions

The Unity Conundrum

8 Aug 12, 2022 by Evan Armstrong

Napkin Math

The Meh-taverse

A Book Review

66 Aug 4, 2022 by Evan Armstrong

Napkin Math

Snapchat’s Probably Screwed

Apple's ATT Fallout Continues

143 Jul 28, 2022 by Evan Armstrong

Napkin Math

Crypto Has A Use Case

How Braintrust Used Tokens to Kickstart a Market

47 Jul 21, 2022 by Evan Armstrong

Napkin Math

Has Venture Lost Its Soul?

A Book Review of The Power Law

60 Jul 15, 2022 by Evan Armstrong

Napkin Math

Look On My Works, Ye Mighty, and Despair

I Have Some Thoughts To Share

34 Jun 30, 2022 by Evan Armstrong

Napkin Math

Facebook’s Capitulation

Abandoning a Trillion Dollar Advantage

35 Jun 23, 2022 by Evan Armstrong

Napkin Math

Are We Really Addicted?

An interview with Nir Eyal

33 Jun 22, 2022 by Evan Armstrong

Napkin Math

Selective Optimism

People who promise high returns forever are liars

73 Jun 16, 2022 by Evan Armstrong

Napkin Math

Software is Eating the Individual

The Embedded Human

58 Jun 10, 2022 by Evan Armstrong

Napkin Math

The Inventor of the iPhone Has Some Thoughts

Build by Tony Fadell: A Review

94 Jun 2, 2022 by Evan Armstrong