Arun Mathew
speaker
603 appearances
1 recordings
1 series
first heard Mar 2026
last heard 9 Mar
Arun Mathew’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.
Appearances
sometimes getting overly fixated on the financial metrics in this environment can leave you just like with an unsatisfying taste in your mouth.
Growth can obscure and blind you to a lot of underlying ills in the business.
I think you can actually be successful in this market investing in consensus.
Investing is an art and a science.
The science is understanding how to properly value a company and the art is understanding when to break the rules.
Focus on hitting singles and doubles and let the home runs take care of themselves.
Yeah, thanks for having me.
It's always fun being here.
I think in terms of evaluating these AI categories and companies, there's a pretty useful framework which is basically trying to understand a company's time to value and then the durability of that value.
So I think that a number of these companies sort of shine on different dimensions.
If I were to look at legal AI, accounting AI, a company like Basis that we just invested in, I actually think these companies don't have immediately quick time to value.
And so when you look at like the deployment cycle and getting lawyers and getting accountants sort of sold on the technology, that can take a little while.
But once it is hooked, the durability of that value is like transformational to these firms.
On the other end of the spectrum, I would take some of like the very early vibe coding companies, right?
Very quick time to value.
Like you start vibe coding, all of a sudden you have a weekend warrior pickleball app ready to go overnight.
You can start using something very quickly, but the bottom just fell out for a lot of these apps because there was no durability of value.
The reason that I think coding has become like the vertical in AI is because it shines on both dimensions.
like you can start using cursor in an afternoon and by that evening you're 10 times more productive the time to value is very short and then the durability of that value compounds that the team starts using it so cloud code cursor all of the great products out there like i think this is why coding has become the vertical that is the battleground in ai today jerry murdoch on the show said from insight the other day not me but like overheard from my portfolio
I think there's a couple of things at play.
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