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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

From a standing start to becoming the fastest software company in history to reach $100M ARR, beating Cursor (12 months), Wiz (18 months), and the previous record holder Deel (20 months). The economics are fundamentally different from traditional software companies. Every knowledge worker becomes a software creator.

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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

Developer-First DNA: The founders “understood the difficulties in scaling a subscription app firsthand”this wasn’t consultants building for developers, this was developers building for developers. Market Expansion: The mobile subscription market exploded during COVID.

Payments 281
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The Sales Strategy Conquering the AI Market

Tom Tunguz

The last fifteen years, startups focused on building software around very well understood processes. We had built an assembly line for software sales, SDR to AE to customer success manager. In a software sales environment where buyers seek education, the underlying technology is advancing very quickly and there’s no stability.

AI 169
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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.

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The Art of Invisible Onboarding in Integrated Payments

Learn how such a fluid process can elevate the user experience, from enhancing engagement and trust through clear, transparent pricing and quick approval, to making payment processing an indispensable, customer-centric component of the software. Dive in to harness the full potential of your platform!

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Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

The shift from “innovation budget” to “operational budget” means AI tools must compete directly with established software investments—and many aren’t winning those comparisons yet. CFOs who initially approved AI experiments are now demanding concrete business outcomes. Skills bottlenecks are widening.

AI 281
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12 Best NPS Software and Survey Tools to Consider

User Pilot

Think of Net Promoter Score (NPS) software as a tool to measure your customers’ feelings about your product, and categorize them based on their level of loyalty (promoters, neutrals, and detractors). NPS Software FAQs What is NPS software? What is the best NPS software? The best NPS software depends on your needs.