Evan Armstrong

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

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

Apr 3, 2024

The One-person Billion-dollar Company

Can AI agents make you a billionaire?

Aug 20, 2021

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

Remora, The Bureaucracy Buster

Jul 23, 2024

Vibes Are a Legitimate Economic Indicator

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

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

Apr 29, 2021

Gross Margin: An Indicator of Market Power

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

Feb 17, 2022

The Future of Netflix

When everyone’s a streamer, nobody is.

Jul 9, 2021

Pricing Strategy is Product Strategy

How Technology Enables Companies to Charge More

Sep 12, 2024

The Button Problem of AI

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

Apr 18, 2024

Don’t Dismiss the Apple Vision Pro

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

May 15, 2024

Google Goes All In on AI

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

Oct 28, 2021

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

An examination of the Twitch Hack data

Apr 11, 2024

Can the Truly Moral Billionaire Please Stand Up?

My quest to find Jesus Christ with a Gulfstream

Sep 2, 2021

Content Moderation Double-Bind Theory

The market failures damning content to ever increasing sensationalism

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

Oct 14, 2021

Who is Making Money in Space?

Exploring the SPAC Frontier

Apr 30, 2024

The AI Wars Have Begun

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

Nov 19, 2021

iBuy, iRent, iLose My Investors Money

The Murky Future of American Housing

Jan 13, 2022

3 Thoughts On Justworks

The newest SaaS company to hit the public markets

Sep 23, 2021

Toast—a Vision of Software’s Future

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

Aug 16, 2024

Feasting at the Trough of AI Slop

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

Aug 29, 2024

Welcome to the Era of the Gritty Startup

The age of glut is over. Here are three lessons to navigate through leaner times.