The Down Round
Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
Nano Book Review: "The Snowball"
On the perils of meeting your heroes.
Mar 21
•
Patrick Mathieson
2
Share this post
Nano Book Review: "The Snowball"
thedownround.substack.com
Copy link
Facebook
Email
Note
Other
1
We're all relationship managers now
This essay was *not* proofread by ChatGPT, surprisingly.
Mar 11
•
Patrick Mathieson
3
Share this post
We're all relationship managers now
thedownround.substack.com
Copy link
Facebook
Email
Note
Other
4
February 2024
Some ideas that are too short for their own essays, part 2
See part one here. Rather than setting a company's burn based on their growth rate (as would be suggested by the so-called "burn multiple"), companies…
Feb 1
•
Patrick Mathieson
2
Share this post
Some ideas that are too short for their own essays, part 2
thedownround.substack.com
Copy link
Facebook
Email
Note
Other
1
January 2024
Soft landings in venture
2023 was the year we speculated about whether the Fed could pull off a soft landing in the U.S. economy. Throughout 2024, as startups digest and then…
Jan 18
4
Share this post
Soft landings in venture
thedownround.substack.com
Copy link
Facebook
Email
Note
Other
December 2023
Wrap-up 2023
Annual predictions, best books, and weblog housekeeping.
Dec 22, 2023
•
Patrick Mathieson
5
Share this post
Wrap-up 2023
thedownround.substack.com
Copy link
Facebook
Email
Note
Other
1
October 2023
Interest rates and the problem of Other People's Money
How venture investments can sometimes be a bit Ponzi-ish
Oct 19, 2023
•
Patrick Mathieson
3
Share this post
Interest rates and the problem of Other People's Money
thedownround.substack.com
Copy link
Facebook
Email
Note
Other
1
The playbook makes me nervous
Everything is fine?
Oct 2, 2023
•
Patrick Mathieson
5
Share this post
The playbook makes me nervous
thedownround.substack.com
Copy link
Facebook
Email
Note
Other
September 2023
The absolute best place to be in SMB software
You may have heard that 99% of businesses are small businesses. If you’re involved in the B2B software ecosystem like I am, the thought may have…
Sep 19, 2023
•
Patrick Mathieson
2
Share this post
The absolute best place to be in SMB software
thedownround.substack.com
Copy link
Facebook
Email
Note
Other
August 2023
Founders & suicide
The names in this post are all pseudonyms.
Aug 3, 2023
•
Patrick Mathieson
4
Share this post
Founders & suicide
thedownround.substack.com
Copy link
Facebook
Email
Note
Other
2
July 2023
Some ideas that are too short for their own essays
Reader beware.
Jul 10, 2023
•
Patrick Mathieson
8
Share this post
Some ideas that are too short for their own essays
thedownround.substack.com
Copy link
Facebook
Email
Note
Other
1
June 2023
Welcome to the AI bubble
A few months ago I had all my arguments lined up for why AI is absolutely not “the next crypto”. Use cases abound! Don’t take it on faith — ask it…
Jun 14, 2023
•
Patrick Mathieson
5
Share this post
Welcome to the AI bubble
thedownround.substack.com
Copy link
Facebook
Email
Note
Other
1
May 2023
You already have a ticket for this bus
One thing that’s really annoyed me during this recent down-cycle in the technology field: Current investors criticizing founders and management for…
May 15, 2023
•
Patrick Mathieson
1
Share this post
You already have a ticket for this bus
thedownround.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts