The Leverage

The Leverage

The Weekend Leverage

Dueling vehicles, dueling satellites.

Evan Armstrong's avatar
Evan Armstrong
Jun 29, 2025
∙ Paid

Combat is on my mind this week. Companies are battling over researchers, over GPUs, over market share. It is bracingly brazen and aggressive, but that is what a paradigm shift feels like. This week we will talk through some winners (and some losers who are lying about winning).

But first, this Weekend Leverage is brought to you by the always tasteful Not…

User's avatar

Continue reading this post for free, courtesy of Evan Armstrong.

Or purchase a paid subscription.
© 2026 Evan Armstrong · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture