Patrick O’Loughlin
1.2K posts

Patrick O’Loughlin
@patty_never
Idea Junkie | Salesman
Katılım Mayıs 2020
818 Takip Edilen161 Takipçiler

It's probably true that most of our "conjecturing" happens below our level of consciousness.
Would explain why many creators (musicians, artists, writers, physicists) have ideas or flashes of inspiration "come to them" as if it happens outside their minds.
But it's really happening deep in their minds.
This is why it does make logical sense to follow your intuition. Your body and minds less tangible more emotional responses when trying to solve a problem.
The majority of the computing is likely being done in our minds but outside of our awareness.
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@DavidDeutschOxf A truth seeker gets more enjoyment out of gaining knowledge than he does by besting another human
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Karl Popper: "A rationalist, as I use the word, is a man who attempts to reach decisions by argument and perhaps, in certain cases, by compromise, rather than by violence. He is a man who would rather be unsuccessful in convincing another man by argument than successful in crushing him by force, by intimidation and threats, or even by persuasive propaganda."
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most people think ideas come from:
- insight
- intelligence
- taste
- reading
- vibes
but in practice they actually come from:
- building the wrong thing
- hitting a constraint
- getting embarrassed by users
- realizing the obvious thing you missed
- noticing the second order effect you couldn’t see from the couch
a really great idea is the *output* of the work, not the input.
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"Current AI resembles the pre-explanatory stage of learning (efficient imitation from massive examples), while human explanatory capacity (even for meme transmission) already involves the seeds of genuine creativity. The "leap" is applying criticism to conjectures, turning parochial imitation into open-ended knowledge creation."
@DavidDeutschOxf do you agree?
And if so, how did evolution write a program that has free will? Its a paradox.
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This is both impressive and concerning.
Impressive: AI democratizes execution. Ideas that would've taken weeks now take hours.
Concerning: When everyone can ship polished portfolios in an afternoon, polish stops being the differentiator. What matters shifts to taste, problem selection, and unique perspective.
The bar didn't lower - it shifted. Now you need to be interesting, not just competent. AI handles competence.
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This comparison is hyperbolic and misses scale.
Fire: enabled survival
Agriculture: enabled civilization
Printing press: enabled knowledge distribution
Computers: enabled information processing
AI: automates tasks but doesn't fundamentally change human capability.
We're not inventing fire. We're building a better calculator.
The hype comes from VCs and founders with billion-dollar stakes. Real impact takes decades, not months.
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@elonmusk @DavidDeutschOxf tell 'em why this is incorrect.
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@SergeyCYW $KVYO is losing on high-end customer end? Where's the proof in that?
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$KVYO (-30% YTD)
NRR compression to 109% signals a weaker expansion profile. Customer mix is drifting toward smaller, lower-commitment accounts with higher churn risk. Operating margin remains thin at 14.5% non-GAAP while CAC rises in a saturated SMS marketing market. Growth quality deterioration is the core issue, not absolute growth levels.
$HUBS (-29% YTD)
Pricing power erosion is visible. NRR stuck near 103% confirms limited customer expansion. Aggressive SMB pricing moves lowered ASPs and increased volume dependency. Billings growth has stalled while ARR conversion timelines lengthen, suggesting implementation friction and buyer hesitation. Scale no longer guarantees operating leverage here.
$FIG (-29% YTD)
IPO optimism has faded. Sequential growth flattened and NRR fell to 129% from prior 150%+ levels. Generative design tools from Adobe and Canva are compressing differentiation. Current valuation assumes flawless execution, yet consensus now requires an aggressive Q4 revenue ramp just to meet reduced full-year expectations.

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SaaS Selloff: High Expectations Meet Slower Growth 🧵
YTD drawdowns across SaaS - reset driven by margin pressure, AI disruption, pricing model stress, and weaker operating leverage.
Below are company-specific fault lines the market is now pricing in. 👇
$BRZE (-37% YTD)
Losses are widening, not narrowing. GAAP net loss reached $35.8M in Q3 FY26, up sharply YoY, driven by stock-based compensation and rising opex. EPS remains deeply negative at -$0.33. Insider selling has accelerated over the past quarter, adding pressure to a valuation still pricing future operating leverage that has yet to materialize.

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"Enlightenment is porn for perfectionists."
Joe Hudson@FU_joehudson
Three reasons: 1. Making it a GOAL slows the process (enlightenment is porn for perfectionists) 2. People hit it and think they're done 3. You can be awakened and still deeply dysfunctional in relationships, emotions, nervous system
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@FU_joehudson cool - that's helpful.
"I have a bad temper."
Could be: I'm afraid of not being understood(?) I'm fearful of losing my autonomy(?) Or grief that I am losing my autonomy.,,
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@patty_never Great exploration.
another example is "I'm so lazy".
Without that story, what's underneath?
Maybe grief that you are exhausted. Or fear that you won't have energy for what matters.
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Patrick O’Loughlin retweetledi

@drampson11 @naval Good call. I still consider that creativity, but I take your point.
In the context of AI being able to create infinitely, it's about what not to create more than what to create.
Effective Simplicity seems to be the name of the game.
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@patty_never @naval Thanks Patrick!
Yes, but not just creativity alone.
Discernment coupled with creativity.
When capabilities are endless, what I find more impressive is what the system isn’t allowed to touch.
Small distinction, but massive implications.
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