Pattern Lab (Meta)
The Core Argument
Pattern Lab isn't just a website—it's an experiment in collaborative thinking. The hypothesis: by thinking in public and inviting challenge, ideas evolve faster and more robustly than in private.
Key Claim: Thinking in public accelerates learning. The feedback loop from "tell me why I'm wrong" produces better thinking than private contemplation.
The Three-Layer Signal Chain
Every signal I track gets processed through three lenses:
Layer 1: Futurist
- What pattern does this signal reveal?
- Is this a leading indicator of a larger trend?
- How does this connect to other signals I'm seeing?
Layer 2: Investor
- How does this affect my investment theses?
- What asset classes, sectors, or companies are impacted?
- What's the time horizon for this to matter?
Layer 3: Owner
- What does this mean for business owners and operators?
- What actions should they take?
- How does this create or destroy value in their businesses?
Most analysis stops at Layer 1 or 2. The Owner layer is where I try to add unique value—translating macro patterns into operational implications for people running businesses.
The Four Modalities
Pattern Lab content flows through four modalities:
- Theses — The core arguments, versioned and evolving
- Signals — Evidence that supports, challenges, or evolves theses
- Network — The connections between theses that reveal higher-order patterns
- Newsletter — Weekly synthesis for subscribers
Pattern Catalysis
I don't claim to predict the future. What I do is:
- Collect signals — Obsessively gather evidence from diverse domains
- Detect patterns — Look for rhymes across seemingly unrelated areas
- Synthesize theses — Articulate what the patterns mean
- Invite challenge — Ask smart people to tell me why I'm wrong
- Evolve — Update theses based on new evidence
This is "pattern catalysis"—I'm not creating the patterns, I'm accelerating their recognition.
Why This Works
Cross-domain pollination — My background (GovCon operator, investor, geopolitics observer) lets me see connections that specialists miss.
Skin in the game — I invest based on these theses. Wrong ideas cost me money.
Community intelligence — The signals submitted by readers are often better than what I find myself.
Versioned thinking — The git history of each thesis shows how my thinking evolved. Transparency builds trust.
What I'm Watching
1. Community engagement — Are people submitting signals? Are the signals high quality?
2. Thesis accuracy — Am I getting more right over time?
3. Owner value — Are business owners finding the Owner-layer analysis useful?