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From $10M to $100M ARR in 5.5 Months: Inside Replit’s AI Coding Rocketship

SaaStr

Replit’s Dramatic Transformation: From Stagnant to Stratospheric The Dark Years (2016-2023): Building in the Desert Replit’s story begins like many overnight successes—with years of grinding in obscurity.

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The Mirage in the Software Clouds

Tom Tunguz

The top quartile companies are growing at slower rates today than the bottom quartile companies in 2016. It’s not to say software spending is slowing (it’s not), or that there aren’t fast-growing businesses (they thrive in the private markets). The median has never been lower in the last ten years.

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NVIDIA Hits $4 Trillion: What Founders Can Learn from the Greatest Growth Story Ever Told

SaaStr

The Platform Play (2010-2016): Expanding Beyond Core Use Case Market Cap Journey: ~$10B → $50B This is where NVIDIA showed true platform genius. The AI Bet (2016-2020): Riding the Massive Wave Market Cap Journey: $50B → $323B Here’s where timing met preparation. Key Lesson : Don’t just solve the immediate problem.

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Navan Files for IPO: The Opening of B2B IPO Floodgates?

SaaStr

When COVID-19 decimated business travel in 2020, Navan could have become another casualty. The strategy paid off: Navan now serves over 11,000 businesses globally, including household names like Zoom, Lyft, Shopify, and Heineken. The company also faces fundamental business model questions. “We are not far from that.”

B2B
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The Great AI Reset: It’s Time to Refound Your Start-Up. Now.

SaaStr

Anthropic (founded 2021) Stability AI (founded 2020) Cohere (founded 2019) Databricks (founded 2013) Windsurf (founded 2021) Cursor (founder 2022) Hugging Face (founded 2016) OpenAI (founded 2015) Synthesia (founded 2017) Palantir (founded 2003) These companies didn’t start with today’s AI vision fully formed. Yes, This is Hard.

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From Platforms to Protocols: Making Sense of Decentralized Social Media (and What it Means for the Future)

Buffer Resources

Most social media users — especially those leveraging the networks to boost visibility for themselves, their businesses, or their work — accept that the good of social media goes hand-in-hand with the bad.    In 2016, Mastodon , an open-source and decentralized microblogging platform, was launched.

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The $939B Question: Is AI Eating SaaS or Feeding It?

SaaStr

growth rate vs. Customer Service Platforms Threat: Voice agents indistinguishable from humans handling phone-based jobs at a fraction of human cost Market size: $85 billion addressable market for business calls alone 3. But very few SaaS public companies outside of Palantir and perhaps ServiceNow are seeing any boost from AI.