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The Leverage

Evan Armstrong, Kristen Hawley, Kyle Harrison
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
Issues164Founded2 years agoLast Issue7 days ago
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Latest Issues

What the heck is Wonder?

Wonder is a company that has baffled me for years. They have bought a variety of failing food “tech” businesses (Blue Apron, Grubhub, etc.) added in some original recipes, and somehow turned this island of misfit toys into one of the fastes...

7 days ago
20
1

The Mega-Million Dollar Customer

Whenever the technology paradigm changes—like when we figure out how to make GPUs write code—we have to figure out which rules of building a good business still apply. AI companies are growing at absurd speeds. But how much of that growth w...

14 days ago
31
2

What’s the Bet: Span

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...

17 days ago
29

The Four Godfathers of AI Have Agreed On Something

There is a comically long list of lawsuits, grudges, equity positions, and grumpy tweets that have bounced between these men, but despite that animosity, Elon Musk, Sam Altman, Anthropic CEO Dario Amodei, and Google DeepMind cofounder Demis...

21 days ago
24
2

Whatever Compute Can Check, the Labs Can Conquer

Lessons from the Navier–Stokes proof.

On September 1, a rumor reached OpenAI that a rival lab had solved two of the Millennium Prize Problems. This is a company that can smell a marketing opportunity at 500 miles, like a shark with the blo...

24 days ago
18
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Authors

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  • Evan Armstrong

    Founder of The Leverage. Writer and Investor.

  • Kristen Hawley

    Journalist covering restaurant technology and the future of hospitality.

  • Kyle Harrison

    General Partner @ Contrary // Former Index, Coatue, TCV // Husband, Father, Christian

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