SaaStr: Redpoint's 70-Slide Market Update — What 141 CIOs and $765 Billion in Capex Reveal About B2B Software's Future

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Redpoint Ventures published its latest 70-slide market update this month surveying 141 CIOs controlling $765 billion in capital expenditure. SaaStr calls it 'one of the most data-dense looks at where B2B software actually stands right now.' The report drops as Gartner projects business software spending growing 14.7% in 2026 to $1.4 trillion — but the critical question is whether that growth flows to AI-native platforms or legacy incumbents fighting 25% YTD valuation compression.