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Evan Armstrong

@ItsUrBoyEvan

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

Napkin Math

Planet of the Billion Dollar Bored Apes

Is Bored Ape Yacht Club a Decentralized Disney?

1 Mar 24, 2022 by Evan Armstrong

Napkin Math

BIG announcement incoming

I'm going full time on Napkin Math

3 đź”’ Mar 23, 2022 by Evan Armstrong

Napkin Math

How To Get Leverage On Your Ideas

The Power Output Equation

Mar 10, 2022 by Evan Armstrong

Napkin Math

Joe Rogan: The Platform-Proof Creator

Spotify’s No-Win Predicament

2 Feb 25, 2022 by Evan Armstrong

Napkin Math

The Future of Netflix

When everyone’s a streamer, nobody is.

Feb 17, 2022 by Evan Armstrong

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Is YC the Monopoly It Thinks It Is?

The Pricing Power Flex

Feb 10, 2022 by Evan Armstrong

Napkin Math

Spotify’s Quest to Own Your Ear

A Napkin Math and Trapital Production

Jan 31, 2022 by Evan Armstrong

Napkin Math

Will Tokens Replace Equity?

The Weird Future Ahead

1 Jan 27, 2022 by Evan Armstrong

Napkin Math

3 Thoughts On Justworks

The newest SaaS company to hit the public markets

2 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

2 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

Dec 16, 2021 by Evan Armstrong

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Investing on Instinct

Why the best deals are done with no data at all

1 Dec 1, 2021 by Evan Armstrong

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How Do You Compete with Free?

Notion: The Embattled Artist

Nov 24, 2021 by Evan Armstrong

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iBuy, iRent, iLose My Investors Money

The Murky Future of American Housing

Nov 19, 2021 by Evan Armstrong

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Top 12 Creator Platforms—Ranked

Who has the brawn to capture creator’s profit?

1 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

2 Oct 28, 2021 by Evan Armstrong

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Who is Making Money in Space?

Exploring the SPAC Frontier

Oct 14, 2021 by Evan Armstrong and Ryan Duffy

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The End of Software, Again

The impending doom of horizontal SaaS

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

4 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

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

1 Sep 9, 2021 by Evan Armstrong

Napkin Math

Content Moderation Double-Bind Theory

The market failures damning content to ever increasing sensationalism

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

Aug 20, 2021 by Evan Armstrong

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The Rise of the Content Capitalist

In Practice Beta V2

1 Aug 15, 2021 by Evan Armstrong

Napkin Math

Is Facebook Fixable

A Review of An Ugly Truth

3 Aug 13, 2021 by Evan Armstrong