Evan Armstrong

Evan Armstrong was a lead writer at Every who explored profit and power in technology in Napkin Math.

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Mar 21, 2024

Why Polarity Pays

The complicated social and financial incentives at the heart of online publishing

Mar 26, 2024

How to Make Millions on Discord

A new distribution channel has opened

May 2, 2024

The AI Hardware Dilemma

Why new devices are flopping—and how they might succeed

Dec 7, 2023

The Impossibility of Being Charlie

RIP to nerd Jesus

Apr 16, 2024

Distribution Is King

What video games can teach us about building billion-dollar companies

May 30, 2024

The Art of Scaling Taste

How MSCHF turns irreverent ideas into a real business

Jul 13, 2023

OpenAI’s Code Interpreter Is About to Remake Finance

Get in, loser—we’re disrupting Oracle

Aug 18, 2022

What is an Asset?

Plus a new course from Napkin Math!

Sep 7, 2023

You Need to Know What You Are Betting On

How to think about investing in a startup versus a public company

Sep 2, 2021

Content Moderation Double-Bind Theory

The market failures damning content to ever increasing sensationalism

Jan 16, 2025

God Is in the Bubbles

The politics of progress has a new manual

Jan 24, 2025

Why Is Jensen Huang $120 Billion Richer Than You?

Hint: Nvidia’s success is based on much more than chips

Jun 30, 2022

Look On My Works, Ye Mighty, and Despair

I Have Some Thoughts To Share

Aug 13, 2021

Is Facebook Fixable

A Review of An Ugly Truth

Aug 25, 2022

Finance is Narrative Not Numbers

The Subtle Art of Manipulating CFOs

Nov 24, 2021

How Do You Compete with Free?

Notion: The Embattled Artist

Dec 4, 2023

Death of a Flywheel

Amazon and Berkshire Hathaway got really big. Here’s why it might kill them.

Aug 12, 2022

A Tale Of Two Acquisitions

The Unity Conundrum

Oct 24, 2024

How to Win Arguments and Manipulate Managers

Make your spreadsheets shape strategy

Jun 13, 2024

The AGI-in-2027 Thesis

Some researchers are convinced that we are on the cusp of superintelligence. Are they right?

Jun 10, 2024

Apple’s AI Evolution: Built-in AI, Supercharged Siri, and Ecosystem Lock-in

Maybe the new world is the same as the old

Jun 3, 2024

AI Is Transforming the Nature of the Firm

By reducing transaction costs, AI will reshape how companies operate and interact

Nov 30, 2021

Investing on Instinct

Why the best deals are done with no data at all

Sep 4, 2024

Vibes-based Search

The next big disruption in software is here, and it understands what you’re looking for better than you do