Stripe survey: Four trends reshaping SaaS platform competition in the AI era

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Stripe surveyed 200 SaaS platform leaders in North America and Europe, finding that the number of new platforms grew by more than 180% year over year, while 57% of respondents were concerned that customers would shift to AI-powered competitors. The survey shows that platforms are simultaneously advancing internal AI and product capabilities, testing usage- and outcome-based pricing, adjusting their revenue mix, and improving customer retention through embedded finance.