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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

Addressable Users: 800M+ knowledge workers globally 50M small business owners 100M government employees worldwide 200M educators and students Total: ~1.1B Horizon 3: Universal Software Creation (2030+) TAM: $100B-1T+ The moonshot scenario where vibe coding becomes as ubiquitous as spreadsheets.

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AI and Cybersecurity: How Rubrik’s Co-Founder Built a $1B+ ARR Platform While Joining the AI Revolution

SaaStr

“There was an early-stage customer—a law firm at 4 PM—that had an email system issue. AI Governance Committee Rather than treating AI adoption as purely a technology initiative, Rubrik established an AI governance committee including InfoSec, Legal, and business stakeholders.

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The $939B Question: Is AI Eating SaaS or Feeding It?

SaaStr

Industry observers like Josh Bersin remain skeptical about replicating complex systems like Workday’s payroll and compliance frameworks. Government-to-Commercial Transfer Success Palantir leveraged their battle-tested government experience to dominate commercial markets.

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Replit’s New Release Addressed Most of The Challenges We Hit Vibe Coding. But Is ‘Prosumer’ Vibe Coding Really Ready for Commercial Apps Yet?

SaaStr

The new system automatically provisions separate development and production databases, with the AI Agent restricted to development environments by default. Under the new system, his executive database would have remained completely isolated from the Agent’s experimental activities, preventing the catastrophic deletion entirely.

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Mastering Growth in the AI Era: How to Stand Out, Acquire Customers, and Raise VC Dollars with B Capital, Zetta, and Glasswing

SaaStr

The harsh reality: Most enterprises are adopting AI due to FOMO (Fear Of Missing Out) rather than for specific business outcomes. Going head-to-head with a system of record simply because you’re “the AI-powered version” is often a losing strategy. Yet there’s a massive gap between interest and implementation.

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Top 5 SaaS governance best practices

BetterCloud

Without a clear strategy and a system in place, your organization can quickly become a victim of SaaS sprawl – a chaotic landscape of redundant subscriptions, hidden costs, and potential security risks. Thats where SaaS governance comes in. What is SaaS governance? Safeguarding it is paramount.

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How Embedded Payment Solutions Support Faster Digital Disbursements

USIO

Why Speed Matters More Than Ever Time is moneyand reputation Delayed disbursements can lead to lost trust, churned vendors, and negative reviews. You can set rules, schedule disbursements, and remove human errorall in one system. Strengthen Compliance and Security Every industry has regulations. Theyre a competitive advantage.