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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

Napkin Math

The Future of Netflix

When everyone’s a streamer, nobody is.

9 🔒 Feb 17, 2022 by Evan Armstrong

Napkin Math

Is YC the Monopoly It Thinks It Is?

The Pricing Power Flex

18 🔒 Feb 10, 2022 by Evan Armstrong

Napkin Math

Spotify’s Quest to Own Your Ear

A Napkin Math and Trapital Production

30 🔒 Jan 31, 2022 by Evan Armstrong

Napkin Math

Will Tokens Replace Equity?

The Weird Future Ahead

32 🔒 Jan 27, 2022 by Evan Armstrong

Napkin Math

3 Thoughts On Justworks

The newest SaaS company to hit the public markets

12 🔒 Jan 13, 2022 by Evan Armstrong

Napkin Math

What the hell is going on with Lambda School?

The complicated business of selling social good

44 🔒 Jan 6, 2022 by Evan Armstrong

Napkin Math

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

Napkin Math

Investing on Instinct

Why the best deals are done with no data at all

51 🔒 Dec 1, 2021 by Evan Armstrong

Napkin Math

How Do You Compete with Free?

Notion: The Embattled Artist

48 🔒 Nov 24, 2021 by Evan Armstrong

Napkin Math

iBuy, iRent, iLose My Investors Money

The Murky Future of American Housing

15 🔒 Nov 19, 2021 by Evan Armstrong

Napkin Math

Top 12 Creator Platforms—Ranked

Who has the brawn to capture creator’s profit?

5 🔒 Nov 13, 2021 by Evan Armstrong

Napkin Math

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

Napkin Math

Who is Making Money in Space?

Exploring the SPAC Frontier

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

Napkin Math

The End of Software, Again

The impending doom of horizontal SaaS

9 🔒 Oct 7, 2021 by Evan Armstrong

Napkin Math

NFT Projects are just MLMs for Tech Elites

A somewhat impartial review of current NFT business models

52 Sep 30, 2021 by Evan Armstrong

Napkin Math

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

Napkin Math

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

Napkin Math

Content Moderation Double-Bind Theory

The market failures damning content to ever increasing sensationalism

5 🔒 Sep 2, 2021 by Evan Armstrong

Napkin Math

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

Remora, The Bureaucracy Buster

21 Aug 20, 2021 by Evan Armstrong

Napkin Math

The Rise of the Content Capitalist

In Practice Beta V2

8 🔒 Aug 15, 2021 by Evan Armstrong

Napkin Math

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

Napkin Math

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