Stripe launches weekly SaaS Index tracking 72,000 businesses to test the AI disruption narrative
jeff_weinstein · x · 2026-09-10
After the early-2026 "SaaSpocalypse" wiped out roughly $1 trillion (possibly $2 trillion) in enterprise software valuations on fears AI would erode SaaS business models — only for prices to recover — Stripe and Ernie Tedeschi launched the Stripe SaaS Index. The weekly same-business index uses Stripe pay-in volume to track nominal non-AI SaaS revenue health across 72,000 businesses per week, isolating real business trends from Stripe's own market-share shifts and picking up industry changes faster than quarterly filings. Indices will be hosted and updated on Stripe's site.
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