unit-economics
(3)
At One Ventures
At One Ventures is betting that climate technology wins when it is cheaper, better and difficult for incumbents to ignore. Its $525 million experiment stretches from honeybee vaccines to underground ammonia reactors.
Vantage
Vantage is a New York-based cloud cost management platform that helps engineering and finance teams analyze, report on, and reduce their cloud, SaaS, and AI spend. Founded in 2020 by former DigitalOcean and AWS product leaders, Vantage consolidates billing data from AWS, Azure, Google Cloud, Kubernetes, and 20+ providers - including OpenAI and Anthropic - into a single self-service interface built for developers, not just FinOps specialists.
Evan Armstrong
Evan Armstrong writes about profit and power in technology. He spent four years as lead writer at Every, where his column Napkin Math turned finance terms like revenue, COGS, and net income into deeply reported, deeply funny explainers for an audience of more than 100,000. In April 2026 he walked away to launch The Leverage, a solo publication promising rigorous, actionable, beautiful analysis of tech markets for founders, investors, and senior operators. He had never been paid to write before joining Every, and went on to publish almost 500,000 words there.