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
Competitive Response from Incumbents Potential Disruptors : Microsoft integrating vibe coding into Power Platform/Office suite Google developing natural language interface for Google Cloud Amazon building vibe coding capabilities into AWS Adobe creating AI-native design-to-code workflows Risk Assessment : High impact, high probability.
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