Stripe SaaS Index: revenues accelerated through the SaaSpocalypse selloff
emilygsands · x · 2026-09-10
- Stripe Economics (led by Ernie Tedeschi) launched the Stripe SaaS Index, a weekly same-business measure of nominal non-AI SaaS revenues covering 72,000 businesses via Stripe pay-in volume.
- Context: the early-2026 "SaaSpocalypse" selloff wiped out roughly $1T (possibly $2T) in enterprise software valuation on fears that AI would erode SaaS business models; prices have since recovered to near pre-shock levels.
- The index shows actual revenues accelerated straight through the selloff, suggesting the crash reflected valuation sentiment rather than deteriorating fundamentals.
- Weekly high-frequency data can signal AI's impact on the SaaS economy earlier than quarterly reports.
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