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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

The Metrics Revenue Velocity: Combined Lovable + Replit ARR growth: $210M in 8 months Loveable’s growth rate: 1,250% month-over-month in early months Replit’s acceleration: 45% monthly subscriber growth post-Agent launch User Economics: Loveable: $2.2M ARR per employee (45 FTEs) Replit: $1.5M

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AI-Native GTM Teams Run 38% Leaner: The New Normal?

SaaStr

Want to benchmark your own GTM efficiency against these AI-native leaders? For early-stage founders especially, the opportunity is clear: Build AI-native from day one, and you can achieve sustainable competitive advantages that compound over time. The companies figuring this out now are going to be very difficult to catch.

Scale 184
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Global AI Race: Top 7 Countries Leading Full-Stack AI in 2025

How To Buy Saas

Chinese LLMs have rapidly matched Western peers on key benchmarks. Users praise AI assistants as “ 24/7 engineering consultants in your pocket ”. Chinese companies and labs (Baidu, Alibaba, Tencent, Huawei) now produce dozens of large AI models: Stanford reports 18 notable models from Chinese teams in 2025. Market reviews (e.g.

AI 69
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The Great SDR Downsizing: 36% of B2B Companies Cut Sales Development Teams in 2025

SaaStr

The Great SDR Downsizing: 36% of B2B Companies Cut Sales Development Teams in 2025 Based on data from Emergence Capital’s “Beyond Benchmarks” report surveying 560+ venture-backed B2B software companies The whispers have been growing louder in SaaS corridors: “Is this the end of the SDR?”

B2B 167
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Guide to Data Consulting Success: What to Know & Ask Before Your Next Data Project

Whether you're starting a new initiative or benchmarking a current effort, this guide breaks down how to develop a coherent data strategy, avoid common pitfalls, and work with data consultants to improve business visibility and drive growth. Why do 77% of data analytics projects fail?

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10 Brutal Truths From Coatue About AI and Who Gets Left Behind: The Great Separation

SaaStr

What This Means for Traditional SaaS : Your growth benchmarks are obsolete. The Professional Services Gold Rush: High-value knowledge workers (doctors, lawyers, consultants) are early adopters willing to pay premium prices for AI that actually understands their work. . #3: The AI Coding Boom Generated $1.3B

AI 247
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GTM 140: How Microsoft Scaled from $600M to $5B: The Enterprise Playbook with Hayden Stafford

Sales Hacker

And, um, you know, the best sellers do a lot of active listening, um, do a lot of consultative selling. part of my career that you didn’t cover up front was I started six years at Ernst and Young as a consultant. Build it with your customer, with their data, as well as your own data, your benchmarking data.

Scale 63