Evan Armstrong was a lead writer at Every who explored profit and power in technology in Napkin Math.
Free your mind from the Efficient Market Hypothesis
The complicated social and financial incentives at the heart of online publishing
Notion: The Embattled Artist
Why the best deals are done with no data at all
Spotify’s No-Win Predicament
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
The complicated business of selling social good
A Review of An Ugly Truth
Why would Databricks spend $1.3B?
The future must be built on truth
The Power Output Equation
RIP to nerd Jesus
Half a century removed from its glory days, the Hollywood giant has a new rescue plan
Addicted, overwhelmed, oversubscribed: How technology hooked the world
Amazon and Berkshire Hathaway got really big. Here’s why it might kill them.
An intuitive explainer for how to lose money and win anyway
A Case Study on Market Structures and Harm
A Napkin Math and Trapital Production
How governments and companies are engaged in mutual manipulation
8 pieces of technology that have dramatically improved my life
How the LTV/CAC ratio is manipulated to take advantage of retail investors
China, boring AI, vertical SaaS, and Apple's power
Software that drives hardware adoption is rarer than you think
Some researchers are convinced that we are on the cusp of superintelligence. Are they right?