Evan Armstrong

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

Feb 26, 2024

What the Media Is Getting Wrong About AI

The future must be built on truth

Sep 27, 2023

The Double Bind Theory—Or Why Sensationalism (Unfortunately) Works

If you want to win, you gotta spike

May 27, 2021

ITDA: The Gamification of Financial Statements

How governments and companies are engaged in mutual manipulation

Dec 4, 2023

Death of a Flywheel

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

Jul 29, 2024

Tinder Is Way More Important Than You Think

The success of a dating app has huge implications for the U.S. economy

Jan 30, 2022

Spotify’s Quest to Own Your Ear

A Napkin Math and Trapital Production

Jun 12, 2024

The AGI-in-2027 Thesis

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

Feb 21, 2024

AI and the Vision Pro Don’t Need a Killer App

Software that drives hardware adoption is rarer than you think

Feb 28, 2024

Reddit: The Internet’s Bellwether

Is AI training a sustainable business model for the future?

May 6, 2024

The Right Kind of Asshole

A founder’s personality can differentiate them—or destroy them

Aug 24, 2022

Finance is Narrative Not Numbers

The Subtle Art of Manipulating CFOs

Apr 12, 2021

Announcing Napkin Math Fiscal Year 2021

After a short break, Napkin Math returns with a new writer

Jan 26, 2022

Will Tokens Replace Equity?

The Weird Future Ahead

Apr 20, 2022

Microsoft should buy Netflix

Netflix and Bill

Sep 23, 2024

The One-person Billion-dollar Company

Can AI agents make you a billionaire?

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

Oct 27, 2021

The Creator Power Scale: A Formula to Determine if Platforms are Ripping You Off

An examination of the Twitch Hack data

Jan 15, 2025

God Is in the Bubbles

The politics of progress has a new manual

Aug 17, 2022

What is an Asset?

Plus a new course from Napkin Math!

Jun 3, 2024

AI Is Transforming the Nature of the Firm

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

Aug 26, 2024

Benevolent Billionaire or Despot—Or Both?

A new book on Bill Gates asks: How do you measure a billionaire’s net impact on the world?

Oct 6, 2021

The End of Software, Again

The impending doom of horizontal SaaS

Oct 23, 2024

How to Win Arguments and Manipulate Managers

Make your spreadsheets shape strategy

May 8, 2024

Patreon Should Buy Substack to Save Creators

The solution to the problem of social media is to build something better