Stripe: The Top AI Companies Grew 120% in 2025 and 175% in 2026 — Growth Rates Are Accelerating, Not Decaying

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Maia Josebachvili of Stripe told SaaStr AI 2026 that the top AI companies grew 120% in 2025 and 175% in 2026, nearly tripling in a single year, and cited Lovable reaching $100M revenue in eight months then $400M eight months after that. The operational implication she drew: the build → commercialize → scale → expand sequence has to run simultaneously rather than in stages, and "the tolerance for clunky, delayed, US-only monetization is gone." A growth rate that increases in year two inverts the standard SaaS decay curve every board deck is modeled on.