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From $10M to $100M ARR in 5.5 Months: Inside Replit’s AI Coding Rocketship

SaaStr

✨ Lemkin (@jasonlk) June 23, 2025 The $10M-$100M ARR Sprint: How Replit Became the Fastest-Growing “Vibe Coding” App (Or One Of The Fastest) A deep-dive into the AI development platform wars and why Replit’s 10x growth in 5.5 And allowing more experienced developer to ship far, far faster.

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Anthropic May Never Catch OpenAI. But It’s Already 40% as Big.

SaaStr

While OpenAI dominates headlines with ChatGPT’s viral success, Anthropic has quietly built a business that’s already 40% the size of OpenAI’s revenue, despite having a fraction of the consumer awareness.

ChatGPT 228
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The Early Days: How Veeva Hit $100m ARR With Just $3m Raised — And a Deep Vertical Focus

SaaStr

Veeva is the dominant cloud software provider for life sciences – serving pharmaceutical, biotech, and medical device companies with mission-critical applications for drug development, clinical trials, regulatory compliance, and commercial operations. Six months from now, we could be out of business. net income, 111.5%

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Glossary: 117 software-led payments terms to know

Payrix

Card acceptor business code A four-digit numerical representation of the type of business in which the card acceptor (merchant) engages. Card brands Member-based corporations that connect consumers, businesses, and banks through electronic payments; establish and enforce rules amongst members; and promote the brands (e.g.,

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Salesforce, Microsoft, Google and Atlassian All Raise Prices Again in 2025. Hooray.

SaaStr

They announced the first price increase for Dynamics 365 Business Central in over five years, effective October 1, 2025, with increases of 10-15%: Essentials: From $70 to $80 per user per month (14% increase) Premium: From $100 to $110 per user per month (10% increase) Device License: From $40 to $45 per device per month (12.5%

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The $4.5B Board Meeting: Inside Snowflake’s AI Transformation and the CEO Who Bets His Company on Their Platform

SaaStr

Top 5 Takeaways Consumption Revenue Recognition Changes Everything : Unlike traditional SaaS, Snowflake can’t recognize revenue ratably—they only book revenue when customers actually consume credits, even with multi-year contracts. This isn’t just analytics—it’s autonomous business intelligence that acts on data insights.

AI 269
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LLM vs AI Tool: Key Differences Every SaaS Builder Must Know

How To Buy Saas

For SaaS founders, product managers, developers, and tech enthusiasts, knowing the difference matters. Its flexible and can be adapted to countless tasks, but it typically requires a developer or platform to harness that power for a specific purpose. Integration Effort and Time-to-Market Building with an LLM (raw) requires development.