Evan Armstrong

@ItsUrBoyEvan

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

Napkin Math

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

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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

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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

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