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Some charts you should really think hard about
What does all of this recent economic noise mean?
Apr 15
•
Patrick Mathieson
15
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Some charts you should really think hard about
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March 2025
We need pro-competence, pro-reform Democrats
First party to get a clue wins the White House.
Mar 19
•
Patrick Mathieson
3
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We need pro-competence, pro-reform Democrats
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Look at what's happening to public SaaS business efficiency
So it begins...
Mar 11
•
Patrick Mathieson
4
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Look at what's happening to public SaaS business efficiency
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Why lying matters
What would George Orwell think of the President's speech last night?
Mar 5
•
Patrick Mathieson
3
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Why lying matters
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February 2025
The antibody theory of Elon
Certain topics become big public controversies precisely because they have multiple reasonable, yet incompatible, explanations.
Feb 24
•
Patrick Mathieson
8
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The antibody theory of Elon
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5
AI haters are snobs
In which I briefly turn into a libertarian
Feb 21
•
Patrick Mathieson
8
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AI haters are snobs
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5
DOGE has a gigantic motte-and-bailey problem
The motte and the bailey are trillions of dollars apart.
Feb 12
•
Patrick Mathieson
5
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DOGE has a gigantic motte-and-bailey problem
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4
January 2025
Why product eats go-to-market for lunch
The most important thing I've learned about software investing.
Jan 24
•
Patrick Mathieson
7
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Why product eats go-to-market for lunch
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2
AI is like Free Trade
How should we "play AI"?
Jan 15
•
Patrick Mathieson
6
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AI is like Free Trade
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2
AI killed the cold e-mail
And a whole lot more.
Jan 9
•
Patrick Mathieson
5
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AI killed the cold e-mail
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1
December 2024
Wrap-up 2024
Annual predictions, best books, and housekeeping.
Dec 18, 2024
•
Patrick Mathieson
5
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Wrap-up 2024
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November 2024
Some thoughts on what the hell is going on in venture
Seven of them, in fact.
Nov 15, 2024
•
Patrick Mathieson
9
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Some thoughts on what the hell is going on in venture
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2
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