Stripe's weekly SaaS Index shows growth accelerated straight through the SaaSpocalypse selloff

emilygsands · x · 2026-09-10

Stripe Economics launched a weekly SaaS Index built from pay-in volume across 72k SaaS companies, compositionally adjusted and filtered for extreme ramps. Emily Sands argues quarterly reports lag behind AI-speed economic change — and the weekly data shows SaaS growth accelerated through the "SaaSpocalypse" selloff, calling it a "RenaiSaaS" instead. Data is public on Stripe Economics, updated weekly with maturity, geography and industry breakdowns.

Related event: Stripe's New SaaS Index Counters the "SaaSpocalypse" Narrative with Real Payment Data(5 posts)→

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