matt roberts @mattroberts
I wear hats newsletter.mattroberts.com 🇨🇦 (and often 🇦🇪) Joined November 2006-
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matt roberts retweeted
You’re almost there buddy! Keep thinking this through!!
You’re almost there buddy! Keep thinking this through!!
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matt roberts retweeted
The federal government is forcing Canadian automakers to purchase hundreds of millions $ of electric vehicle credits from a foreign competitor with no manufacturing capabilities in Canada. Canadians deserve to know how much this policy has cost the Canadian auto sector.…
I should not have left the tree planting business when I was 14. It was my true calling and today people make millions doing it for a living. My boss told me I was the best he’d ever seen - but instead I went into Venture Capital. #LifeRegrets
matt roberts retweeted
matt roberts retweeted
You've probably seen the posts about how AI is becoming more expensive than ever for a lot of applications -- even as cost per token falls. So I said, OK, I'm going to dig into this. What I found was interesting! And it's more complicated than you've heard. 🧵/1
matt roberts retweeted
Judge a government on what it does, not what it says. Was the government even committed to elbows up in the first place? And what has been achieved after all these unilateral concessions? clip credit @cbcwatcher
matt roberts retweeted
.@_fabknowledge_ (President, SemiAnalysis) on the AI boom’s next phase: “Apple’s iPhone went from zero to 60% adoption in five years. The first few years were blowout quarters, and then it became boring execution.” He suggests AI may be entering a similar stage: “We could be in…
matt roberts retweeted
Companies cancelled $5 billion worth of clean tech manufacturing projects in the U.S. in Q2, mirroring a pullback in the broader manufacturing sector. techcrunch.com/2025/08/28/us-…
matt roberts retweeted
Lending to the innovation economy is far tougher than most will admit, or even know: 2021: SSENSE claims $5 billion valuation following minority investment from Sequoia Capital betakit.com/fashion-tech-c… 2025: Ssense to file for creditor protection as lenders look to sell the…
Lending to the innovation economy is far tougher than most will admit, or even know: 2021: SSENSE claims $5 billion valuation following minority investment from Sequoia Capital betakit.com/fashion-tech-c… 2025: Ssense to file for creditor protection as lenders look to sell the…
matt roberts retweeted
It is great to see Canadian energy being sold around the world. It would also be great to see the govt be straight with Canadians about past mistakes. Demand did not suddenly appear after the Ukraine war began. A little candour would go a long way. 🇨🇦 cbc.ca/news/politics/…
matt roberts retweeted
Jack Bickell co-founded Famous Players, financed Maple Leaf Gardens construction, has his name inscribed on the Stanley Cup six times and is in the Hockey Hall of Fame. He also co-founded AVRO Canada and gave nearly his entire fortune to charity. This is his story. 🧵1/14
matt roberts retweeted
This is the right way to think about an important military procurement, such as a patrol submarine: When the government launched a process to acquire 12 conventional diesel-electric powered submarines last year, five military contractors responded to the government’s request for…
matt roberts retweeted
You can always read the books later, but rarely can you pick up quantitative disciplines
What a mess…. CPP Investments earned one per cent in first quarter, net assets totalled $731.7B ca.finance.yahoo.com/news/cpp-inves…
matt roberts retweeted
If “elbows up” is going to mean something, perhaps Toronto convenience stores could swap out the Bud Light, Coors & Pabst brands for @moosehead, Molson Canadian & @LabattBreweries Blue Light?
matt roberts retweeted
Mubadala Investment Co.’s asset management unit is teaming up with Cain International on a new venture that seeks to deploy billions of dollars into global luxury real estate, according to people familiar with the matter bloomberg.com/news/articles/…
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