As somewhat of a follow up to our Claude Code/Coworker episode last week, today we regroup to evaluate what it could mean for YOUR favourite SaaS products. That's right, folks, AI is coming to take away your precious QuickBooks and you're going to watch and clap as it rips and tears it to pieces. We also touched (if briefly) on the Siri x Gemini announcement.

If you pod, chuck us a 5 star on your podcast player of choice, or go to downround.net to sign up for PREMIUM to get ad-free listening PLUS an extra episode every week.

As somewhat of a follow up to our Claude Code/Coworker episode last week, today we regroup to evaluate what it could mean for YOUR favourite SaaS products. That's right, folks, AI is coming to take away your precious QuickBooks and you're going to watch and clap as it rips and tears it to pieces. We also touched (if briefly) on the Siri x Gemini announcement.
If you pod, chuck us a 5 star on your podcast player of choice, or go to&nbsp;<a href="https://www.downround.net">downround.net</a> to sign up for PREMIUM to get ad-free listening PLUS an extra episode every week.

The number one podcast about tech business and culture, from James "JR" Hennessy and Raph Dixon.

Down Round

Is SaaS Dead?

Sam Altman finally took our advice and plopped some ads into ChatGPT (You're welcome, Sammy). Apple is finally offering a suite of software for a subscription. Polymarket is finally legitimised enough to have cut deals with major broadcasters in the US of A, so that TV viewers can stay up to date with who the online crypto degenerates are backing in the Idaho local elections.

What a country! In this ep, we chat through whether it's too little, too late for all of them.

Sam Altman finally&nbsp;took our advice and plopped some ads into ChatGPT (You're welcome, Sammy). Apple is finally offering a suite of software for a subscription. Polymarket is finally legitimised enough to have cut deals with major broadcasters in the US of A, so that TV viewers can stay up to date with who the online crypto degenerates are backing in the Idaho local elections.
What a country! In this ep, we chat through whether it's too little, too late for all of them.

Ads In ChatGPT + Apple's Creative Suite + Winning Big

As somewhat of a follow up to our Claude Code/Coworker episode last week, today we regroup to evaluate what it could mean for YOUR favourite SaaS products. That's right, folks, AI is coming to take away your precious QuickBooks and you're going to watch and clap as it rips and tears it to pieces. We also touched (if briefly) on the Siri x Gemini announcement.

 

As somewhat of a follow up to our Claude Code/Coworker episode last week, today we regroup to evaluate what it could mean for YOUR favourite SaaS products. That's right, folks, AI is coming to take away your precious QuickBooks and you're going to watch and clap as it rips and tears it to pieces. We also touched (if briefly) on the Siri x Gemini announcement.
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For the Premium ep this week, we dig into Claude Cowork, Anthropic's newest offering which could be the first step towards a whole new paradigm of AI interaction. Raph also reveals multiple secret projects from 2025 and outlines the Down Round Portfolio Annual Report.

For the Premium ep this week, we dig into Claude Cowork, Anthropic's newest offering which could be the first step towards a whole new paradigm of AI interaction. Raph also reveals multiple secret projects from 2025 and outlines the Down Round Portfolio Annual Report.

Is SaaS Dead?

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