The Down Round
Patrick MathiesonSaaS, Tech, VC
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 83 | Subscribers | Read | thedownround.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Is AI going to collapse software pricing?
Short post today, just some brief food for thought.
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...
Master list of "will AI disrupt software?" bear and bull arguments
These are organized in roughly descending order (strongest arguments on top, weaker on bottom, based on my personal read). I will update this periodically as I come across new ones.
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Authors
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