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Loveable and Replit Both Hit $100M ARR in Record Time. The Vibe Coding TAM: How Big Can This Market Really Get?

SaaStr

Horizon 2: Enterprise Democratization (2027-2030) TAM: $40-300B This is where vibe coding becomes transformational rather than just convenient. Horizon 3: Universal Software Creation (2030+) TAM: $100B-1T+ The moonshot scenario where vibe coding becomes as ubiquitous as spreadsheets. Every knowledge worker becomes a software creator.

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8 Out of 10 SaaS Founders Are Burning Cash Faster Than Ever — And Why YC is On Fire (SVB’s 2025 Data Breakdown)

SaaStr

Why It Matters : This is forcing LPs to completely rethink their investment strategies and cash flow planning. Defense Tech Has Quietly Become a Major VC Category The Surprise : Defense tech VC investment jumped 2x in 2023 and stayed at that level in 2024 , with 15 active unicorns now valued at $50B collectively.

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Yes, Open AI Has Raised an Insane Amount of Money. But It Tracks Insane Growth Almost 1:1

SaaStr

It’s based on market creation potential: AI market projected to hit $1T+ by 2030 OpenAI commands 17% market share in generative AI Winner-take-all dynamics in infrastructure B2B Application : If you’re creating a new category, price your rounds based on market potential, not current metrics.

AI
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What is AI SaaS? All you need to know

Panintelligence

AI SaaS further elevates this model by providing scalable, cloud-based AI technologies - such as Machine Learning (ML), Natural Language Processing (NLP), and Causal AI - without requiring heavy investments in infrastructure or specialized talent. trillion by 2030, growing at a CAGR of 36.6% from 2023 to 2030.

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What do Tariffs Mean for Startupland?

Tom Tunguz

Investments into new areas may be challenged, slowing sales cycles, resulting in pipeline shocks , a phenomenon we witnessed in 2022. of GDP & Holden Spaht at Thoma Bravo published their argument for why it will grow to 4% by 2030, creating another approximately $2t in market cap along the way. Uncertainty breeds indecision.

AI
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The Most Common Types of Contactless Payment Methods and How They Work

Stax

Small businesses can go cashless without a hefty investment or lengthy setup using QR codes. By 2025 to 2030, this convenient contactless payment system will be the go-to method for 3.8 Invest in NFC or RFID-enabled payment readers that support contactless credit cards, mobile wallets, and wearables. billion users worldwide.

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Cloud is Eating all of Technology and Software… Is it Sustainable?

SaaStr

By 2030, it is predicted to take over all technology and software. 4: Invest behind the cloud sales and marketing curve. . Now, across all industries, 94% of companies today use at least one cloud solution. The astonishing fact is: cloud is eating software. In just five years, Cloud will become the majority of the software market.