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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

But here’s what makes this particularly fascinating from a market development perspective: this explosive growth is happening while the underlying technology is admittedly broken. This isn’t coincidence. This is category emergence at unprecedented velocity. Security vulnerabilities are well-documented. Reliability issues abound.

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Run Less Software

Intercom, Inc.

are making it easier and faster for software developers to develop complex software applications atop this infrastructure. What took you months to ideate, design and develop can now be copied in days or weeks thanks to these new tools. Investing in things that enable us to move faster and leaner for the long term.

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How and why we spent $400K on AWS in 4 months

Baremetrics

It distracts the team from writing new features + fixing bugs. You have to face challenging tradeoffs, the more of your team’s time you buy with hosted services, the less customization and higher cost you incur. Decide how much DevOps you want in your Development. Like, really expensive. Are you growing and want to scale?

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Intercom presents Engineer Chats

Intercom, Inc.

From the process of disambiguation and the worst outage we ever had to our obsession with speed and how legal and engineering teams can work better together, Engineer Chats will give you a peek behind the engineering process at Intercom. The legal team isn’t there to slow R&D down. That is an ambiguous problem.

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Using Product Led Growth as an Indicator for Investment w/OpenView Venture Partner, Ashley Smith (Video + Transcript)

SaaStr

I’m talking about product-led growth as an investment strategy, but really my background is 10 years of operating experience in the product-led growth world. Now I’m investing in that. I say investment strategy, but really it’s like how do you build a company that’s focused on product-led growth?

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SaaStr Podcast #394 with Sunil Dhaliwal and Jason Lemkin

SaaStr

Interesting for a couple reasons, but Sunil’s been investing in cloud internet since before almost anybody. So, not that many people have started so early in the career, so long in the space, and great investments that we know like Datadog and Fastly, and good at it. GP and founder of Amplify Partners. Jason Lemkin: Crazy.

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CAC Payback Basics: What It Is, How to Calculate It and Why It Matters

OpenView Labs

This includes expenses like ad spend, creative development, and commissions along with more substantial overhead expenses such as salaries and rent. While CAC is accepted as a cost of doing business, it should not be a blank check for your sales & marketing team. Benchmarking: CAC Payback Goals. Drive Funnel Efficiencies.

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