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. Investment and Strategic Implications For VCs and Strategic Investors Category Investment Thesis : We’re witnessing the formation of a new software category with $100B+ TAM potential.
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