Evan Armstrong

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

Sep 29, 2021

NFT Projects are just MLMs for Tech Elites

A somewhat impartial review of current NFT business models

Jul 19, 2023

Of Course You Can Beat the Market

Free your mind from the Efficient Market Hypothesis

Nov 23, 2021

How Do You Compete with Free?

Notion: The Embattled Artist

Dec 1, 2021

Investing on Instinct

Why the best deals are done with no data at all

Aug 12, 2021

Is Facebook Fixable

A Review of An Ugly Truth

Mar 20, 2024

Why Polarity Pays

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

Mar 6, 2024

Ads in the Age of AI

Weirder, different, and new

Sep 1, 2021

Content Moderation Double-Bind Theory

The market failures damning content to ever increasing sensationalism

Jul 21, 2021

Snowflake: How a Revenue Retention Behemoth was Built

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

Aug 12, 2024

The Addiction Economy

Addicted, overwhelmed, oversubscribed: How technology hooked the world

Mar 9, 2022

How To Get Leverage On Your Ideas

The Power Output Equation

Feb 24, 2022

Joe Rogan: The Platform-Proof Creator

Spotify’s No-Win Predicament

Jul 15, 2021

How Free to Play Video Games are Forced to Make Addicts

A Case Study on Market Structures and Harm

Jan 5, 2022

What the hell is going on with Lambda School?

The complicated business of selling social good

Jul 8, 2024

Paramount’s Dilemma: Content Isn’t King—Distribution Is

Half a century removed from its glory days, the Hollywood giant has a new rescue plan

Jun 26, 2023

Shopping for AI Shovels: The MosaicML Acquisition

Why would Databricks spend $1.3B?

Dec 7, 2022

The Primary Trends I’m Investing In Next Year

China, boring AI, vertical SaaS, and Apple's power

Apr 4, 2022

Twitter’s Shot at Becoming a Meme Stock

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

Sep 11, 2024

The Button Problem of AI

What’s the real reason AI hasn’t yet delivered on its hype?

Jun 21, 2022

Are We Really Addicted?

An interview with Nir Eyal

Sep 8, 2021

Tech stocks’ favorite lie to investors

How the LTV/CAC ratio is manipulated to take advantage of retail investors

Dec 6, 2023

The Impossibility of Being Charlie

RIP to nerd Jesus

Feb 26, 2024

What the Media Is Getting Wrong About AI

The future must be built on truth

Nov 15, 2023

COGS: How I Bankrupted MoviePass

An intuitive explainer for how to lose money and win anyway