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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
Issues131Foundeda year agoLast Issue7 days ago
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Latest Issues

Where I Went

Last Thursday my daughter was sitting in my wife’s lap when she suddenly started to have violent, full body convulsions. In the other room, I was speaking in a meeting about “brand narratives” when I heard my wife cry out my name. My body s...

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SpaceX is Asking for $1.75 Trillion

Should you give it to them?

SpaceX the company will go down as one of the most important companies in human history. It’ll have reignited humanity’s multi-planetary ambitions, making us a spacefaring species.

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Announcing The Leverage Live NYC

For the last six months, I’ve been trying to answer the most important question in tech: what is an AI native company? These mythological firms are growing to $100M in ARR 6 months after starting—their smoke too tuff, their swag too differe...

17 days ago
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These Layoffs Are Bumming Me Out Man

[An earlier edition of this newsletter had an incorrect link—that is addressed in this email. My apologies!]

I spent Wednesday watching Cloudflare’s stock drop 24% on a record-revenue quarter and trying to figure out what to do with that....

21 days ago
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In Defense of AI Slop

How can we reckon with the usefulness of LLMs?

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  • Evan Armstrong

    Founder of The Leverage. Writer and Investor.

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