Stripe data pushes back on 'SaaSpocalypse': SaaS revenue growth is accelerating
ayushtweetshere · x · 2026-11-15
- Citing Rob Walling's post on Stripe data, the author argues the "SaaSpocalypse" narrative is overblown: SaaS equity prices have returned to roughly pre-downturn levels, and recent SaaS revenue growth remains strong and has even accelerated.
- TinySeed's 217 SaaS portfolio companies echo the same trend — SaaS isn't dying, it's being repriced and reinvented.
- But the nuance is real: AI is reshaping SaaS, some companies have been devastated, and M&A multiples are down because no one can price long-term viability. Conflicting signals coexist, and new opportunities favor those ready to pounce.
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