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




