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Stripe Economics

Substack
stripeeconomics.com· irregular· Published 8 days ago

Stripe Economics publishes data-driven analysis of internet and software economics, drawing on anonymised Stripe payment data alongside economic history and research. Recent issues cover the economics of expectations, a research agenda for AI's economic effects, and a Stripe-built index tracking SaaS revenues after a 2026 market sell-off.

stripe economicssaas indexsaaspocalypserational expectationspermanent income hypothesisai productivityai labor marketinternet economicspayment datageneral purpose technologies

Website: https://www.stripeeconomics.com