Evan Armstrong

@ItsUrBoyEvan

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

Napkin Math

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

We may be entering a more ruthless era in tech

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

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

4 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?

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

Feb 16, 2023 by Evan Armstrong

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The Meditations of Vinyl Jesus

Music producer Rick Rubin explores the creative process

Feb 9, 2023 by Evan Armstrong

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AI Looks Like a Bubble

Investors need to take a cold shower

1 Feb 2, 2023 by Evan Armstrong

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How Technology Giants Die

GE, Amazon, and the flywheel of death

3 Jan 26, 2023 by Evan Armstrong

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In Defense of the Unoptimized Life

Give yourself the space to be inspired

3 Jan 12, 2023 by Evan Armstrong

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It Is Always Time to Build

Interest rates do not equal innovation rates

Jan 5, 2023 by Evan Armstrong

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Meditations on AI Mecca

A dispatch from a hacker conference in San Francisco

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

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

Dec 8, 2022 by Evan Armstrong

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The House of the Bloody Mouse

Where does Disney go from here?

Dec 1, 2022 by Evan Armstrong

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6 New Theories About AI

Software with superpowers

Nov 22, 2022 by Evan Armstrong

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Pinterest Has a Chance

The first full-stack shopping platform

Nov 10, 2022 by Evan Armstrong

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How Elon Wins

Twitter needs to pursue the algorithmic feed

1 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

Oct 27, 2022 by Evan Armstrong

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Who Wins the AI Value Chain?

It's A Brave New World

Oct 14, 2022 by Evan Armstrong

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The Face That AI Built

My explorations in image generation

Oct 6, 2022 by Evan Armstrong

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Why Culture Eats Strategy

The Search For the Winning Formula

Sep 29, 2022 by Evan Armstrong

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The AI Writer

How tech is changing what it means to be an author

Sep 22, 2022 by Evan Armstrong

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When Creation Goes To Zero

Skynet Who?

Sep 15, 2022 by Evan Armstrong

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What I Learned From Being Cancer Free

Seven Years of Freedom

Sep 8, 2022 by Evan Armstrong

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Finance is Narrative Not Numbers

The Subtle Art of Manipulating CFOs

2 Aug 25, 2022 by Evan Armstrong