Stripe data punctures the SaaSpocalypse: new platform businesses up 180% YoY
rseroter · x · 2026-09-22
Citing Stripe's own blog, the author pushes back on the "SaaSpocalypse" narrative that AI is killing SaaS: in the last three months Stripe onboarded more new platform businesses than in the entire final six months of 2025, with new platform businesses up over 180% year over year.
The point: platform and subscription software businesses are surging under AI rather than collapsing, contradicting predictions that agents will cannibalize traditional SaaS.
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