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

SaaStr

The Great Spending Showdown: AI vs SaaS in 2025/2026 — What Every B2B Leader Needs to Know We’re witnessing the most dramatic shift in enterprise tech spending since the cloud migration began 15 years ago. Meanwhile, SaaS — our tried-and-true darling — is projected at $295 billion with a “mere” 18.4% year-over-year.

AI Search 289
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AI and Cybersecurity: How Rubrik’s Co-Founder Built a $1B+ ARR Platform While Joining the AI Revolution

SaaStr

Company Snapshot: Founded : January 2014 (11 years) Current ARR : $1.09B+ (Q1 FY2025) Growth Rate : 39% YoY ARR growth, 47% revenue growth NPS Score : 80 (exceptionally high for enterprise software) Net Revenue Retention : 133% (as of Jan 2024) Customers : 2,246 customers with $100K+ ARR contracts IPO : April 2024 on NYSE (RBRK) at $5.6B

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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 Top 3 Reasons AI Sales Tools “Don’t Work” (Spoiler: They Actually Do)

SaaStr

I’ve been in B2B and Saa sales for 15+ years. ” When I dug into it, they hadn’t reviewed a single AI-generated email in 3 weeks. Turns out the tool was sending prospects emails about “revolutionizing their blockchain strategy” – for a company that sells accounting software. What are we doing wrong?”

Scale 273
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Embedded Payments in 2024: A year in review for platforms | Episode 44

Payrix

The conversation unpacked notable trends, challenges, and opportunities for software companies navigating this dynamic landscape. Michael noted that software partners now demonstrate a sophisticated understanding of payments, driven by improved access to educational resources and prior experience with payment relationships.

Payments 130
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What is Vertical SaaS?

Stax

Software tailored to your industry? That’s the main premise of vertical SaaS. Unlike horizontal SaaS solutions that serve a broad range of businesses, vertical SaaS solutions are designed with deep knowledge of specific markets—making them more intuitive, efficient, and impactful. What is Vertical SaaS?