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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

We’ve been tracking B2B growth metrics for over a decade, and what happened in the vibe coding space between November 2024 and July 2025 breaks every model we’ve seen. Traditional no-code (Bubble, Webflow, Zapier) requires users to understand application logic, data relationships, and workflow design. Not 8 quarters.

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The Early Days: 5 Things Vanta Got Right, And 5 It Got Wrong, Getting to First $10m ARR

SaaStr

5 Things Vanta Got Right and 5 They Got Wrong getting to the first $10m ARR When Christina Cacioppo co-founded Vanta in 2017, security compliance was an afterthought for most startups. billion with over 8,000 customers worldwide, having fundamentally transformed how companies think about trust and compliance. A color-coded spreadsheet.

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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. AI Agent Revolution Nearly 90% of code at high-growth SaaS companies is now AI-generated, up from 10-15% just 12 months ago.

AI Search 289
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Glossary: 117 software-led payments terms to know

Payrix

Interested in learning more about software-led payments or joining the current Embedded Payments conversations in your organization? Card acceptor business code A four-digit numerical representation of the type of business in which the card acceptor (merchant) engages. Youve come to the right place.

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Easy Cross Border Transactions With FastSpring as Your MoR

FastSpring

How FastSpring drastically simplifies the entire cross border payments process for SaaS, software, mobile game, and other digital product businesses. And if you want to sell globally as a software company — even a small one — the majority of your transactions likely will be cross border. Higher approval rates due to local acquiring.

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🚀 Top 5 SaaStr Learnings from G2’s 2025 Buyer Behavior Report: You Gotta Be AI

SaaStr

AI Is No Longer a Nice-to-Have — 88% of power users won’t even shortlist software without AI functionality The Reality : 88% of power users won’t even shortlist software without AI functionality The Action : Stop treating AI as a feature differentiator. Align sales comp with net revenue retention, not initial ACV 3.

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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. Software engineering teams have been early adopters of AI coding assistants precisely because they provide an immediate, measurable lift. This is exactly backward.