article thumbnail

Top 10 Interesting Learnings From Figma’s IPO Docs … That You May Have Missed

SaaStr

The 2021 and 2022 cohorts maintain 31% and 22% CAGRs respectively, showing sustainable expansion patterns across multiple vintage years. The Developer Invasion: 30% of Users Write Code Perhaps most surprising: developers represent ~30% of Figma’s user base during Q1 2025.

article thumbnail

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

SaaStr

This isn’t just another software success story. It’s the emergence of a new category that’s attracting billions in investment and fundamentally disrupting the $500B+ software development market. The question isn’t whether AI will transform software development. 2023 : $2.4M

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Clouded Judgement 7.18.25 - The Return of the Point Solution

Clouded Judgement

And they’re already a super formidable threat to anyone building something in the broader software development lifecycle space My decision matrix then becomes: Will this category support an independent company (ie will the company survive the incumbent bundle attacks) and which company will be the winner in the space.

Cloud 144
article thumbnail

Salesforce, Microsoft, Google and Atlassian All Raise Prices Again in 2025. Hooray.

SaaStr

Based on analysis of their revenue growth over the past three years: Revenue Growth Timeline: 2022: $26.5B Based on analysis of their revenue growth over the past three years: Revenue Growth Timeline: 2022: $26.5B 2023: $31.4B (+18.3% growth) 2024: $34.9B (+11.2% growth) 2025: $37.9B (+8.7% 2023: $31.4B (+18.3%

Pricing 295
article thumbnail

The HubSpot AI Playbook: How Yamini Rangan Is Leading the Most Aggressive B2B AI Transformation

SaaStr

Then ChatGPT happens in November 2022, and by January 2023, you make a decision that would reshape your entire company. ” This isn’t just about enthusiasm – it’s about recognizing that the last five years of B2B software development were, in Rangan’s words, “boring.”

AI Search 179
article thumbnail

Everything Now is Just So Much Faster in The AI Age. Have You Adjusted?

SaaStr

The 18-Month “Let’s Learn” Window Has Closed ChatGPT launched November 2022. What FAF Actually Looks Like in the Wild Capital Concentration Goes Extreme : OpenAI’s $40B raise in 2025 is larger than the top fundraises from 2018, 2019, 2020, 2021, 2022, 2023, and 2024 combined. GPT-4 and foundation models exploded through 2023.

AI 179
article thumbnail

10 Brutal Truths From Coatue About AI and Who Gets Left Behind: The Great Separation

SaaStr

. #4: Private Capital is Unlimited for Top Companies – OpenAI’s $40B Raise Bigger Than All 2018-2024 Combined The Winner-Take-All Capital Market The concentration of venture funding has reached extreme levels: OpenAI’s $40B raise in 2025 is larger than the top fundraises from 2018, 2019, 2020, 2021, 2022, 2023, and 2024 combined Top (..)

AI 238