The Down Round
Patrick MathiesonSaaS, Tech, VC
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 86 | Founded | 4 years ago | Last Issue | 3 months ago |
| Active | |||||
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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...
AI bear narratives are falling like dominoes
Remember when they couldn’t do fingers?
Human memory can be slippery. Things that we claimed would “never happen!” regularly do, and then we get amnesia and forget we ever claimed this.
That’s why it’s important to occasionally perform re...
Is AI going to collapse software pricing?
Short post today, just some brief food for thought.
A lot of software bears are operating under the presumption that AI (specifically the productivity gain from using AI to develop software) is going to lead to a massive increase in the su...
How many years until AI revenues 10x from here?
There’s been a lot of discussion lately about the mismatch between the hyperscalers’ rate of capital expenditures1 and the current (much smaller) run rate of total AI revenues2, and what this means about the bubble that we may or may not be...
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