Diagonalization: switch to the eigenvector basis
Suppose an matrix has independent eigenvectors with eigenvalues . Put the eigenvectors in the columns of and the eigenvalues on the diagonal of . The equations stack into one matrix equation , and because the columns of are independent, is invertible:
This is diagonalization. Read it right to left as three moves: rewrites a vector in eigenvector coordinates, scales each coordinate by its own eigenvalue, and translates back. In the eigenvector basis the matrix is a list of separate scalings.
Example: has trace 7 and determinant 10, so gives . Solving gives , and gives . So
When does it fail? Eigenvectors for distinct eigenvalues are independent, so any matrix with distinct eigenvalues is diagonalizable. Failure needs a repeated eigenvalue with too few eigenvectors. The shear has twice, but has rank 1, so its only eigenvectors are multiples of . Such a matrix is called defective. A repeated eigenvalue on its own is harmless: has twice and is already diagonal.