SAAS PLATFORMS ARE SURGING DESPITE THE SAASPOCALYPSE

Summary from the TLDR Fintech newsletter

Stripe says new SaaS platform creation is accelerating despite fears that AI would commoditize software, with new platform businesses up more than 180% year over year and more integrations reaching meaningful payment volume faster than prior cohorts. Its argument is that durable SaaS will increasingly be built around core workflows, proprietary business context, and embedded money movement, with AI making those platforms more capable rather than eliminating the application layer.