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The Leverage

Evan Armstrong
Hundreds of paid subscribers

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
Issues151Foundeda year agoLast Issue5 days ago
Active

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Latest Issues

Has Nvidia Gone Full Dot-Com Bubble?

My apologies for the late newsletter delivery and for the lack of an essay this week! After the Leverage Launch on Thursday, I got very, very ill. There is even an essay that is 90% of the way there, but alas, I finished the funny tasting b...

5 days ago
38

If You’re Not Paying For The Tokens, You Are The Tokens.

This is the most concerned about AI safety I have ever been. In case you missed it, a few weeks ago OpenAI announced that one of the new models they were training had broken containment and hacked the startup HuggingFace. This is bad! But a...

12 days ago
33
1

BREAKING: Bending Spoons is Buying Airtable

The once SaaS darling cries uncle—and keeps its newest AI bet out of the deal.

At its peak, Airtable was known as a SaaS company that was doing “everything right.” I had multiple conversations with founders, talking about how the business...

17 days ago
38
1
Paid

What’s the Bet: Town

Author’s note: This is the latest in my “What’s the Bet” series. AI has the potential to change everything, and founders have to make company-defining choices in response. That is not easy. In this series, companies pay me to analyze their...

18 days ago
41
4

Come Build With Me in SF

Friends, last week I announced The Leverage Launch—a one night build devoted to making beautiful, weird websites. I’m excited to announce we have secured Cursor as the presenting sponsor for the event. They were really excited about my visi...

19 days ago
19

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  • Evan Armstrong

    Founder of The Leverage. Writer and Investor.

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