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
TAM Framework: The Three-Horizon Analysis Let’s analyze vibe coding TAM through a three-horizon framework that accounts for technological maturation, market education, and competitive dynamics. AI capabilities are improving rapidly, but enterprise-grade reliability may require 3-5 years of development.
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