$285B left the SaaS index in February.
Two ledgers tracking who's gaining ground — and who's losing it.
Free weekly digest · Top movers, biggest layoffs, biggest launches. Mondays at 8am ET.
The Risers
AI-native companies gaining ground
50 companies · indexed to 100 at week 1
+190.1%
1092d momentum
10.1k→29.4kaggregate headcountSee leaderboard
The Cuts
Legacy SaaS incumbents losing it
50 companies · indexed to 100 at week 1
+9.9%
1092d momentum
317.6k→349.0kaggregate headcountSee leaderboard
Companies tracked
100
Risers
50
AI-native
Cuts
50
legacy SaaS
Layoff events 90d
32
56% AI-cited
The Risers
Top 5 this week
AI-native companies with the highest composite velocity.
The Cuts
Top 5 this week
Legacy SaaS incumbents under the most pressure.
Why this exists
Everyone has a take. Almost no one has the data.
The narrative is everywhere — layoffs, AI-native breakouts, SaaS repricing. The underlying numbers are scattered. We pull them into one weekly read.
Investors
Source AI winners. Pressure-test the SaaS short.Operators & founders
Target the incumbents that are already cutting.Everyone else
One weekly read on the AI shift. Math shown.For founders & operators
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