Loveable and Replit Both Hit $100M ARR in Record Time. The Vibe Coding TAM: How Big Can This Market Really Get?
SaaStr
JULY 23, 2025
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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