Evan Armstrong

@ItsUrBoyEvan

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

Napkin Math

BIG announcement incoming

I'm going full time on Napkin Math

3 đź”’ Mar 23, 2022 by Evan Armstrong

Napkin Math

How To Get Leverage On Your Ideas

The Power Output Equation

Mar 10, 2022 by Evan Armstrong

Napkin Math

Joe Rogan: The Platform-Proof Creator

Spotify’s No-Win Predicament

2 Feb 25, 2022 by Evan Armstrong

Napkin Math

The Future of Netflix

When everyone’s a streamer, nobody is.

Feb 17, 2022 by Evan Armstrong

Napkin Math

Is YC the Monopoly It Thinks It Is?

The Pricing Power Flex

Feb 10, 2022 by Evan Armstrong

Napkin Math

Spotify’s Quest to Own Your Ear

A Napkin Math and Trapital Production

Jan 31, 2022 by Evan Armstrong

Napkin Math

Will Tokens Replace Equity?

The Weird Future Ahead

1 Jan 27, 2022 by Evan Armstrong

Napkin Math

3 Thoughts On Justworks

The newest SaaS company to hit the public markets

2 Jan 13, 2022 by Evan Armstrong

Napkin Math

What the hell is going on with Lambda School?

The complicated business of selling social good

2 Jan 6, 2022 by Evan Armstrong

Napkin Math

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

Napkin Math

Investing on Instinct

Why the best deals are done with no data at all

1 Dec 1, 2021 by Evan Armstrong

Napkin Math

How Do You Compete with Free?

Notion: The Embattled Artist

Nov 24, 2021 by Evan Armstrong

Napkin Math

iBuy, iRent, iLose My Investors Money

The Murky Future of American Housing

Nov 19, 2021 by Evan Armstrong

Napkin Math

Top 12 Creator Platforms—Ranked

Who has the brawn to capture creator’s profit?

1 Nov 13, 2021 by Evan Armstrong

Napkin Math

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

Napkin Math

Who is Making Money in Space?

Exploring the SPAC Frontier

Oct 14, 2021 by Evan Armstrong and Ryan Duffy

Napkin Math

The End of Software, Again

The impending doom of horizontal SaaS

Oct 7, 2021 by Evan Armstrong

Napkin Math

NFT Projects are just MLMs for Tech Elites

A somewhat impartial review of current NFT business models

4 Sep 30, 2021 by Evan Armstrong

Napkin Math

Toast—a Vision of Software’s Future

Hints to why their shares popped 60% in their first day

Sep 23, 2021 by Evan Armstrong

Napkin Math

Tech stocks’ favorite lie to investors

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

1 Sep 9, 2021 by Evan Armstrong

Napkin Math

Content Moderation Double-Bind Theory

The market failures damning content to ever increasing sensationalism

Sep 2, 2021 by Evan Armstrong

Napkin Math

How a Climate Tech Startup Closed 5+ Enterprise Deals Before Even Launching

Remora, The Bureaucracy Buster

Aug 20, 2021 by Evan Armstrong

Napkin Math

The Rise of the Content Capitalist

In Practice Beta V2

1 Aug 15, 2021 by Evan Armstrong

Napkin Math

Is Facebook Fixable

A Review of An Ugly Truth

3 Aug 13, 2021 by Evan Armstrong

Napkin Math

Twilio’s Second Act

Twilio rode its API to a $66B valuation. Now it’s trying to become the Universal Switchboard for the internet.

Jul 28, 2021 by Evan Armstrong