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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

Vibe coding becomes standard for internal tool development and simple customer-facing applications. Aggressive Scenario ($400B+) : Rapid technical advancement enables complex application development. Vibe coding becomes new standard for majority of business application development.

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10 Mobile App Trends for 2025

User Pilot

Theres also a bigger push to fine-tune app functionalities (from upsell prompts to pricing models) for better conversion and retention. For example, say a user visits your pricing page on desktop but doesnt convert. Userpilot makes it very easy to build these kinds of cross-platform development experiences between web and mobile apps.

Mobile 90
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Why We'll See More New Types of Web3 Apps in the Next Year

Tom Tunguz

The two most salient NFT collections, Bored Apes & Crypto Punks, have seen their prices fall by 50% from their highs , reducing trading volumes & marketplace fees. As blockchains look to foster healthy ecosystems, they will need to build a portfolio of application developers across different categories.

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Economics in the Sometimes Strange World of Web3

Tom Tunguz

Blockchains are databases application developers use to build novel user experiences. They provide faster & less expensive transactions for application developers. For an individual transaction, the difference may not matter, but for application developers & frequent traders, those dollars accumulate over time.

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Red Hat's Acquisition - A Triumph of Open Source

Tom Tunguz

IBM will spend 31% of their current market cap for Red Hat and pay a 70% premium to Red Hat’s closing price on Friday. This price values the company at a 10.6x This price values the company at a 10.6x Relative to other multiples paid this year, this acquisition price isn’t an extreme.

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Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Clouded Judgement

AWS now has 200+ distinct products across compute, storage, databases, networking, monitoring, security, analytics, infrastructure monitoring, application development, etc, and more recently AI. On top of that- we HAVE seen significant pricing pressure. S3 has dropped nearly 97% in price, while EC2 has fallen nearly 90%!

Cloud 176
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Best Business Process Management Software

Neil Patel

Low-Code Application Development. Low-code application development platforms weren’t built for BPM, but they are growing in popularity as a solution. Low-code application development platforms allow novice developers the ability to whip up custom applications that meet unique business needs.

Payments 141