Redpoint's 2026 update: -35% horizontal SaaS, +3% vertical SaaS tells the real story episode artwork

EPISODE · Jun 2, 2026 · 9 MIN

Redpoint's 2026 update: -35% horizontal SaaS, +3% vertical SaaS tells the real story

from Metagame

Horizontal SaaS is down 35% over the past 12 months while vertical SaaS holds essentially flat at +3%, per Redpoint's 2026 Market Update — the application layer is rotating away from generic productivity and toward industry-specific AI-native tools. The megarounds are still chasing scale, but the sharpest Series A and B capital is now chasing depth in one industry. Which deck are you holding?

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Redpoint's 2026 update: -35% horizontal SaaS, +3% vertical SaaS tells the real story

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Horizontal SaaS is down 35% over the past 12 months while vertical SaaS holds essentially flat at +3%, per Redpoint's 2026 Market Update — the application layer is rotating away from generic productivity and toward industry-specific AI-native tools....

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