Evan Armstrong

@ItsUrBoyEvan

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

Napkin Math

Look On My Works, Ye Mighty, and Despair

I Have Some Thoughts To Share

1 Jun 30, 2022 by Evan Armstrong

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Facebook’s Capitulation

Abandoning a Trillion Dollar Advantage

Jun 23, 2022 by Evan Armstrong

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Are We Really Addicted?

An interview with Nir Eyal

6 Jun 22, 2022 by Evan Armstrong

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Selective Optimism

People who promise high returns forever are liars

Jun 16, 2022 by Evan Armstrong

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Software is Eating the Individual

The Embedded Human

Jun 10, 2022 by Evan Armstrong

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The Inventor of the iPhone Has Some Thoughts

Build by Tony Fadell: A Review

1 Jun 2, 2022 by Evan Armstrong

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The Addiction Economy

Addicted, Overwhelmed, Oversubscribed: How Technology Hooked the World

May 26, 2022 by Evan Armstrong

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How Startups Can Survive the Creator Economy Winter

The Race for Revenue Share

May 19, 2022 by Evan Armstrong

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Crypto’s Failed Promise

The problem with crypto-as-a-nation-state

1 May 12, 2022 by Evan Armstrong

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The Empire Stripes Back

A $100B Bet on Two Brothers

May 5, 2022 by Evan Armstrong

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Microsoft should buy Netflix

Netflix and Bill

1 Apr 21, 2022 by Evan Armstrong

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The Futility of Utility

A personal essay

Apr 8, 2022 by Evan Armstrong

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Twitter’s Shot at Becoming a Meme Stock

It’s Musk's world and we’re just tweeting in it

Apr 5, 2022 by Evan Armstrong

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Twitter’s Probably Screwed

The Rugged Landscape of Digital Advertising

1 Mar 30, 2022 by Evan Armstrong

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Planet of the Billion Dollar Bored Apes

Is Bored Ape Yacht Club a Decentralized Disney?

1 Mar 24, 2022 by Evan Armstrong

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BIG announcement incoming

I'm going full time on Napkin Math

3 🔒 Mar 23, 2022 by Evan Armstrong

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How To Get Leverage On Your Ideas

The Power Output Equation

Mar 10, 2022 by Evan Armstrong

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Joe Rogan: The Platform-Proof Creator

Spotify’s No-Win Predicament

2 Feb 25, 2022 by Evan Armstrong

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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

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Spotify’s Quest to Own Your Ear

A Napkin Math and Trapital Production

Jan 31, 2022 by Evan Armstrong

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Will Tokens Replace Equity?

The Weird Future Ahead

1 Jan 27, 2022 by Evan Armstrong

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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