The Down Round
Patrick MathiesonSaaS, Tech, VC
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 89 | Founded | 5 years ago | Last Issue | 14 days ago |
| Active | |||||
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thedownround.substack.comLatest Issues
Spot the worst argument and then short it
I am not a great investor. I’m an okay-ish investor.
The track record is some good & some bad in privates (which I no longer do very much of), and similarly some good & some bad in publics. Nobody should be reading this Substack to uncover...
Update: I'm joining Boulevard
My new bosses
Hi everybody. Just sharing a quick personal update and some housekeeping (thanks for reading): I’m stepping away from venture and joining Boulevard as VP of Corporate Development.
Getting to be a VC is an amazing privilege,...
If humans and AI are substitutes, the asset-light vs. asset-heavy divide is sus
If you listen to earnings for any major technology company, the mega-trend in organizational design is obvious: Headcount flat to down, AI spend way way way up. And AI spend can have one of two forms, it’s either hardware purchased outright...
How will SaaS businesses evolve in the era of AI?
It’s never too late to reinvent yourself.
A few predictions coming out of the SaaSpocalypse:
- Building AI features into existing software platforms will be obligatory, but it will mostly be a defensive move, not an offensive move. Thi...
It's (probably) a good time to buy horizontal software
source
I’m not in the habit of making market calls (except that one time). But these are a few thoughts going through my head after SaaSpocalypse 2026.
- Somebody smart said that the time to buy is when blood is on the streets. Is anyt...
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