Stripe’s Chief Revenue Officer of AI, Maia Josebachvili, shared data showing the fastest-growing AI companies achieved 175% growth in 2026, up from 120% in 2025. Stripe processes payments for many leading AI firms and observed that 48% of their revenue comes from outside their home markets. Notable outliers include Lovable, which reached $100 million in revenue in eight months and $400 million eight months later, and Cursor, which hit a $1 billion run rate in under two years, then doubled it within three months, according to saastr.com.
Josebachvili highlighted that unlike typical B2B companies, which often see growth rates decline as they scale, the top AI companies accelerated their growth. Stripe’s data also showed consumer adoption of AI products doubled from under 6 million to 14 million buyers within a year. The average spending per buyer increased to $371, surpassing what Americans spend on internet, streaming, and phone services combined. Anthropic’s revenue grew from a $1 billion to a $30 billion run rate in about two years, illustrating the rapid expansion in the sector, saastr.com reported.
These trends underscore the rapid commercial adoption and scaling potential of AI firms, contrasting with traditional B2B growth patterns. The figures from Stripe provide a rare, data-driven insight into the AI market’s financial dynamics, reflecting both enterprise and consumer demand. The growth rates and revenue milestones of companies like Lovable, Cursor, and Anthropic set benchmarks for AI startups and investors, highlighting the sector’s increasing global reach and market size, according to saastr.com.
Stripe’s Link data also revealed that the number of consumers purchasing AI products has more than doubled in a year, with spending per user rising significantly. This surge in consumer demand complements the enterprise growth, signaling broad market adoption. Maia Josebachvili’s session at SaaStr AI provided these insights on September 24, 2026, offering a detailed view of the AI industry’s financial trajectory, saastr.com confirmed.