The AI Decision Brief

The AI Decision Brief

Your Software Stack Is Being Repriced. Here’s What the Data Actually Says.

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Pradeep
Mar 30, 2026
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Redpoint Ventures published their 2026 Market Update this week. It’s one of the more rigorously sourced market reads I’ve seen this cycle, and the findings for enterprise leaders deserve a closer look than the VC Twitter summaries are giving them.

The short version: software is down 20% YTD, the worst-performing S&P 500 sector. Public SaaS multiples sit …

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