Evan Armstrong

@ItsUrBoyEvan

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

Napkin Math

How To Get Leverage On Your Ideas

The Power Output Equation

33 Mar 10, 2022 by Evan Armstrong

Napkin Math

Joe Rogan: The Platform-Proof Creator

Spotify’s No-Win Predicament

54 🔒 Feb 25, 2022 by Evan Armstrong

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The Future of Netflix

When everyone’s a streamer, nobody is.

9 🔒 Feb 17, 2022 by Evan Armstrong

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Is YC the Monopoly It Thinks It Is?

The Pricing Power Flex

18 🔒 Feb 10, 2022 by Evan Armstrong

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Spotify’s Quest to Own Your Ear

A Napkin Math and Trapital Production

30 🔒 Jan 31, 2022 by Evan Armstrong

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Will Tokens Replace Equity?

The Weird Future Ahead

32 🔒 Jan 27, 2022 by Evan Armstrong

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3 Thoughts On Justworks

The newest SaaS company to hit the public markets

12 🔒 Jan 13, 2022 by Evan Armstrong

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What the hell is going on with Lambda School?

The complicated business of selling social good

44 🔒 Jan 6, 2022 by Evan Armstrong

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The primary trends I’m investing in next year

Inflation, web3, embedded fintech, investing in people, and the newsletter winter that is coming

101 Dec 16, 2021 by Evan Armstrong

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Investing on Instinct

Why the best deals are done with no data at all

51 🔒 Dec 1, 2021 by Evan Armstrong

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How Do You Compete with Free?

Notion: The Embattled Artist

48 🔒 Nov 24, 2021 by Evan Armstrong

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iBuy, iRent, iLose My Investors Money

The Murky Future of American Housing

15 🔒 Nov 19, 2021 by Evan Armstrong

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Top 12 Creator Platforms—Ranked

Who has the brawn to capture creator’s profit?

5 🔒 Nov 13, 2021 by Evan Armstrong

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The Creator Power Scale: A Formula to Determine if Platforms are Ripping You Off

An examination of the Twitch Hack data

16 🔒 Oct 28, 2021 by Evan Armstrong

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Who is Making Money in Space?

Exploring the SPAC Frontier

7 🔒 Oct 14, 2021 by Evan Armstrong and Ryan Duffy

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The End of Software, Again

The impending doom of horizontal SaaS

9 🔒 Oct 7, 2021 by Evan Armstrong

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NFT Projects are just MLMs for Tech Elites

A somewhat impartial review of current NFT business models

52 Sep 30, 2021 by Evan Armstrong

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Toast—a Vision of Software’s Future

Hints to why their shares popped 60% in their first day

14 Sep 23, 2021 by Evan Armstrong

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Tech stocks’ favorite lie to investors

How the LTV/CAC ratio is manipulated to take advantage of retail investors

41 🔒 Sep 9, 2021 by Evan Armstrong

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Content Moderation Double-Bind Theory

The market failures damning content to ever increasing sensationalism

5 🔒 Sep 2, 2021 by Evan Armstrong

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How a Climate Tech Startup Closed 5+ Enterprise Deals Before Even Launching

Remora, The Bureaucracy Buster

21 Aug 20, 2021 by Evan Armstrong

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The Rise of the Content Capitalist

In Practice Beta V2

8 🔒 Aug 15, 2021 by Evan Armstrong

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Is Facebook Fixable

A Review of An Ugly Truth

23 Aug 13, 2021 by Evan Armstrong

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Twilio’s Second Act

Twilio rode its API to a $66B valuation. Now it’s trying to become the Universal Switchboard for the internet.

14 🔒 Jul 28, 2021 by Evan Armstrong

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Snowflake: How a Revenue Retention Behemoth was Built

TL;DRThis is the second post on a deep dive in GTM metrics with a focus today on Revenue RetentionSnowflake is a software Dracula. It latche

30 Jul 22, 2021 by Evan Armstrong