The Leverage

Cadence

Weekly

Latest

2026-11-02

By

Evan Armstrong

Based on

12 recent issues

• Covers: Analysis of tech market shifts, AI business models, startup growth fundamentals, tech company valuations, and direct marketing strategies.
• For: Tech founders, executives, investors, and business strategists navigating artificial intelligence shifts.
• Best for: Professionals evaluating AI startup strategies, business defensibility, and tech industry dynamics.
• Skip if: Consumers seeking simple product reviews or developers looking for technical coding tutorials.

Start with

• Is Anthropic Worth $2 Trillion?: Evaluates market dynamics, model releases, and business fundamentals driving AI foundation lab valuations.
• Money Can’t Buy Aura: Critiques tech marketing doctrines and analyzes the real effectiveness of founder-led content strategies.
• The Mega-Million Dollar Customer: Examines sustainable business growth fundamentals versus temporary hype in the AI startup ecosystem.

Sponsors seen

• DeleteMeSponsor

  First though, this piece is brought to you by DeleteMe.

  Labor Replacement Is AI’s Small Prize · 2026-10-25
• LovableSponsor

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  Can You Even Be Authentic On The Internet Anymore? · 2026-10-18
• NotionSponsor

  this newsletter is brought to you by Notion .

  The Four Godfathers of AI Have Agreed On Something · 2026-09-13
• LovableSponsor

  First though, this newsletter is brought to you by Lovable . Last week I built an app for my daughter’s care team without opening Lovable’s editor

  Against the Personal Agents Theory of Everything · 2026-10-04
• DeleteMeSponsor

  this essay is brought to you by one of my new favorite services, DeleteMe

  Money Can’t Buy Aura · 2026-10-11
• SpanSponsor

  Today’s bet is brought to you by Span , which tracks engineering effort and AI spending and connects them to software outcomes.

  What’s the Bet: Span · 2026-09-17
• LovableSponsor

  In this series, companies pay me to analyze their bet and explain it to you. I retain complete editorial independence. Today’s bet is brought to you by Lovable

  What’s the Bet: Lovable · 2026-11-02
• TownSponsor

  First, this newsletter is brought to you by Town . Our daughter arrives in 2 weeks, and we are scrambling to get ready.

  Astra Should Make You Excited (And Worried) · 2026-09-06
• TownSponsor

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  The Mega-Million Dollar Customer · 2026-09-20
• LovableSponsor

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  What the heck is Wonder? · 2026-09-27

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