What changed in October’s Disrupt 50?
Deal sizes increased, the Top 5 held steady, and several companies climbed the rankings.
Waymo remains #5 at $126B, while Cognition, Reflection AI, and Mistral AI moved higher.
Explore the full index: https://t.co/XCeQOF5pOY
Marketplace performance remained uneven in September.
Top valuations held steady as median multiples moved lower, while growth and margins improved among market leaders. Instacart also maintained double-digit growth despite broader pressures.
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Software valuations moved higher in September.
Median and top-tier multiples increased, while market leaders traded well above the broader Index. Additionally, AI-related cybersecurity demand is playing a growing role.
Explore the Software Index: https://t.co/XCeQOF5pOY
This is notable for Jaxon Kohler, who’s part of the California case that goes to the California state court next week. Recently plaintiffs have been arguing in state courts that the NCAA’s own rules don’t exclude them from a fifth year.
Software valuations are moving, but not evenly. Median multiples rebounded while top-tier valuations held steady, and growth continues to separate the market.
This month’s Software Index looks at where the market is assigning value and why.
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August brought a few notable shifts across the Disrupt 50.
AI-native security is gaining attention, companies are returning to the market more quickly, and Databricks has moved into the top three.
See what’s changing across the ranking: https://t.co/XCeQOF5pOY
Marketplace valuations stabilized in July, while leading companies continued to command higher valuation multiples than the broader market.
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AI is no longer enough on its own.
Companies turning AI into measurable results continue to lead, while growth remains the clearest signal of market leadership.
Explore the full Software Index: https://t.co/PDbHudrXVf
AI continues to shape what’s next—but its impact is expanding beyond software.
This month’s Disrupt 50 highlights the companies, capital, and investors driving the next wave of innovation.
Explore the full ranking: https://t.co/5VYcKzxlza
Not all marketplace companies are being valued the same way.
June data shows continued pressure on valuation multiples, significant variation across growth cohorts, and sustained premiums among market leaders.
See the full Marketplace Index:
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Software valuations moved higher this month, but not evenly.
Growth continues to command a premium, and the strongest performers are widening the gap with the broader market.
Explore the full Software Index: https://t.co/GclJoEyaIU
Marketplace valuations ticked down in May. But the signal is not uniform.
Higher-growth platforms continue to command stronger multiples, while market leaders maintain stronger growth and margin profiles.
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AI is changing the software market, but not every company is benefiting equally. Growth remains the clearest divider.
And the leaders are pulling further ahead.
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AI companies continue to hold their ground at the top of the Disrupt 50.
The rankings are updated. See who's leading private markets: https://t.co/PDbHudrXVf
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Multiples are trending lower across marketplace cohorts.
The signal is subtle, but consistent. At the same time, high-growth platforms are still commanding a premium.
See where the market is heading in the latest Scalar Marketplace Index: https://t.co/PDbHudrXVf
AI is reshaping software, but the impact isn’t evenly distributed.
Stronger growth is still commanding premium multiples.
And a small group of companies is starting to dominate both.
Get the full Software Index: https://t.co/XCeQOF5pOY