Reformed venture capitalist and strategist. Now slinging words for a living.
The Power Output Equation
♥ 33 Mar 10, 2022 by Evan Armstrong
Spotify’s No-Win Predicament
♥ 54 🔒 Feb 25, 2022 by Evan Armstrong
When everyone’s a streamer, nobody is.
♥ 9 🔒 Feb 17, 2022 by Evan Armstrong
The Pricing Power Flex
♥ 18 🔒 Feb 10, 2022 by Evan Armstrong
A Napkin Math and Trapital Production
♥ 30 🔒 Jan 31, 2022 by Evan Armstrong
The Weird Future Ahead
♥ 32 🔒 Jan 27, 2022 by Evan Armstrong
The newest SaaS company to hit the public markets
♥ 12 🔒 Jan 13, 2022 by Evan Armstrong
The complicated business of selling social good
♥ 44 🔒 Jan 6, 2022 by Evan Armstrong
Inflation, web3, embedded fintech, investing in people, and the newsletter winter that is coming
♥ 101 Dec 16, 2021 by Evan Armstrong
Why the best deals are done with no data at all
♥ 51 🔒 Dec 1, 2021 by Evan Armstrong
Notion: The Embattled Artist
♥ 48 🔒 Nov 24, 2021 by Evan Armstrong
The Murky Future of American Housing
♥ 15 🔒 Nov 19, 2021 by Evan Armstrong
Who has the brawn to capture creator’s profit?
♥ 5 🔒 Nov 13, 2021 by Evan Armstrong
An examination of the Twitch Hack data
♥ 16 🔒 Oct 28, 2021 by Evan Armstrong
Exploring the SPAC Frontier
♥ 7 🔒 Oct 14, 2021 by Evan Armstrong and Ryan Duffy
The impending doom of horizontal SaaS
♥ 9 🔒 Oct 7, 2021 by Evan Armstrong
A somewhat impartial review of current NFT business models
♥ 52 Sep 30, 2021 by Evan Armstrong
Hints to why their shares popped 60% in their first day
♥ 14 Sep 23, 2021 by Evan Armstrong
How the LTV/CAC ratio is manipulated to take advantage of retail investors
♥ 41 🔒 Sep 9, 2021 by Evan Armstrong
The market failures damning content to ever increasing sensationalism
♥ 5 🔒 Sep 2, 2021 by Evan Armstrong
Remora, The Bureaucracy Buster
♥ 21 Aug 20, 2021 by Evan Armstrong
In Practice Beta V2
♥ 8 🔒 Aug 15, 2021 by Evan Armstrong
A Review of An Ugly Truth
♥ 23 Aug 13, 2021 by Evan Armstrong
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
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