Stripe's new SaaS Index shows growth accelerated during the 'SaaSpocalypse', debunking the doom narrative

jeff_weinstein · x · 2026-09-11

Matt Schulman shares analysis of Stripe's new SaaS Index (by Ernie Tedeschi), which empirically validates skepticism about this year's 'SaaSpocalypse' narrative: SaaS growth actually accelerated through the period, with younger companies showing especially strong momentum. The authors dub it a 'ReniSaaS' — a renaissance, not a decline.

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

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