THE SAASPOCALYPSE WAS MORE LIKE A RENAISAAS

Summary from the TLDR Founders newsletter

SaaS valuations dropped nearly $2 trillion in early 2026 due to fears about AI disrupting business models, but revenue growth quickly rebounded. The Stripe SaaS Index, measuring weekly pay-in volumes of 72,000 non-AI SaaS businesses, showed strong growth post-sell-off, particularly among young companies and in the US market. Healthcare, retail, and professional services sectors outperformed pre-crisis trends, with AI adoption contributing to the resilience, especially among younger firms.