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The Leverage

Evan Armstrong

Read the future first: Clear-eyed analysis of tech market shifts. Beauty, craft, and moderately funny jokes included at no extra charge.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues113SubscribersRead gettheleverage.com

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#101
#71

Latest Issues

Recent posts by this newsletter. Browse the email archive.

Uber’s Math Doesn’t Math

This week I got nerdsniped by Uber’s CFO claiming they’ll have the largest autonomous vehicle fleet on Earth by 2029. So I pulled the partnership announcements, the capital deployment schedules, and the SEC filings, and I ran the numbers my...

3 days ago
22
0

AI Native or Death. Choose.

A working definition for the most overused phrase in tech.

4 days ago
21
0
Paid

Meta’s Massive Layoffs

This was one of those weeks where the sheer velocity of AI’s impact on business became impossible to ignore. Meta is weighing its largest layoff ever. Anthropic is winning seven out of ten first-time corporate buyers over OpenAI. And when r...

10 days ago
47
8

What the Hell is a Zero-Employee Business?

When you ask little boys and girls what they want to be when they grow up, they all answer the same way, “I want to spend my one wild and precious life increasing shareholder value.” The hallways of our schools are replete with posters of W...

11 days ago
42
4

Authors

The writers behind this newsletter.

  • Evan Armstrong

    Founder of The Leverage. Writer and Investor.

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