Analysis of the $3 trillion public software market as of July 2026, tracking valuations, profitability, and AI impact. Companies with clear AI tailwinds trade at significant premiums; growth remains the dominant valuation driver at 3.8x the correlation of profitability.
Read the full post on Meritech ↗
Topics: Enterprise Software · AI (Horizontal)
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.