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
AI capabilities are improving rapidly, but enterprise-grade reliability may require 3-5 years of development. Early-stage investments in platform infrastructure, specialized tools, and enterprise-focused solutions present significant upside. TAM expansion potential justifies premium valuations for market leaders.
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