Meritech's August 2026 software industry analysis shows AI tailwinds driving valuation divergence, with growth-adjusted multiples now near pre-ZIRP levels but concentrated in fewer companies; market rewards growth 4.1x more than profitability, and few horizontal SaaS vendors trade at premium multiples without demonstrable AI-driven acceleration.
Read the full post on Meritech ↗
Topics: Enterprise Software · Data & Analytics · Fintech
Published by Meritech · their site ↗
SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.
Suggest a blog or newsletter for the SandHill index. We track the RSS feed and feature the best pieces in the weekly digest.
The latest theses & analyses from 800+ venture investors, curated into one email. Join 5,000+ investors, founders and LPs.