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
Users describe desired outcomes in natural language: “Build me a SaaS tool for managing freelance projects with time tracking, client billing, and automated invoicing.” The $210M combined ARR suggests we’re already at 10-15% penetration of the most engaged user segments. With a bit of a cowboy mentality for now.
Let's personalize your content