Evan Armstrong

Evan is the lead writer at Every. He explores power and profit in technology in his twice-weekly Napkin Math column.

Mar 24, 2022

Planet of the Billion Dollar Bored Apes

Is Bored Ape Yacht Club a Decentralized Disney?

Jul 23, 2024

Vibes Are a Legitimate Economic Indicator

In her debut book, Kyla Scanlon makes the case for feeling the numbers

Oct 7, 2021

The End of Software, Again

The impending doom of horizontal SaaS

May 13, 2021

In Defense of WeWork’s Community-Adjusted EBITDA

Clarifying the murky middle ground between Gross Profits and Net Income

Aug 25, 2022

Finance is Narrative Not Numbers

The Subtle Art of Manipulating CFOs

Apr 3, 2024

The One-person Billion-dollar Company

Can AI agents make you a billionaire?

Feb 10, 2022

Is YC the Monopoly It Thinks It Is?

The Pricing Power Flex

Sep 24, 2024

The One-person Billion-dollar Company

Can AI agents make you a billionaire?

Sep 5, 2024

Vibes-based Search

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

Jul 28, 2021

Twilio’s Second Act

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

Apr 18, 2024

Don’t Dismiss the Apple Vision Pro

Apple has a hit on its hands. Will it seize the opportunity?

Aug 20, 2021

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

Remora, The Bureaucracy Buster

Apr 29, 2021

Gross Margin: An Indicator of Market Power

What America's Oldest Jeweler Can Teach Us About the Value of Bling

Apr 11, 2024

Can the Truly Moral Billionaire Please Stand Up?

My quest to find Jesus Christ with a Gulfstream

Feb 17, 2022

The Future of Netflix

When everyone’s a streamer, nobody is.

Sep 23, 2024

What Are AI Agents—And Who Profits From Them?

The newest wave of AI research is changing everything

Oct 28, 2021

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

An examination of the Twitch Hack data

Jul 9, 2021

Pricing Strategy is Product Strategy

How Technology Enables Companies to Charge More

May 15, 2024

Google Goes All In on AI

The company has every possible advantage, but can they use it?

Aug 12, 2022

A Tale Of Two Acquisitions

The Unity Conundrum

Aug 6, 2024

Here’s a Million-dollar Software Idea

Welcoming the dawn of a new era in computing

Aug 16, 2024

Feasting at the Trough of AI Slop

AI imagery is more popular, more powerful, and less harmful than you think

Sep 2, 2021

Content Moderation Double-Bind Theory

The market failures damning content to ever increasing sensationalism

Apr 30, 2024

The AI Wars Have Begun

OpenAI, Meta, and the $120 billion battle for the future of intelligence