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From $10M to $100M ARR in 5.5 Months: Inside Replit’s AI Coding Rocketship

SaaStr

✨ Lemkin (@jasonlk) June 23, 2025 The $10M-$100M ARR Sprint: How Replit Became the Fastest-Growing “Vibe Coding” App (Or One Of The Fastest) A deep-dive into the AI development platform wars and why Replit’s 10x growth in 5.5 And allowing more experienced developer to ship far, far faster.

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The $4.5B Board Meeting: Inside Snowflake’s AI Transformation and the CEO Who Bets His Company on Their Platform

SaaStr

Top 5 Takeaways Consumption Revenue Recognition Changes Everything : Unlike traditional SaaS, Snowflake can’t recognize revenue ratably—they only book revenue when customers actually consume credits, even with multi-year contracts. Success isn’t measured by contract value, but by use case creation. How many did you win?

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The ZeroOps journey: Mind The Gap

CloudGeometry

Why can’t we escape hands-on cloud operations work to unlock software development nirvana (aka frictionless, faster development and deployment processes)? Two concepts have recently come into vogue in reducing friction between developers and their cloud infrastructure: NoOps and ZeroOps. It’s the other constant.

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New Relic’s Mark Weitzel on creating open developer communities

Intercom, Inc.

So what’s the key to having happy developers? A joyful, transparent development experience. As we keep building out our own platform so teams can customize Intercom for their own needs, we’ve loved getting to know the great group of developers and partners building apps for our customers and for themselves.

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Investors Predict What’s Next In Identity and Access Management

OpenView Labs

Identity and access management has always been an area of interest for enterprise software-as-a-service (SaaS) investors. Machine learning has the potential to take authorization to the next level by enabling hyper granular permissions for every user or system and allowing those permissions to expand and contract over time as needed.

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What Is Enterprise OEM Software Licensing?

Sales Hacker

These companies resell the solution and bundle services around the solution to add value to the customer. They make their money on the margin from the software’s resell and their services to the end-customer. One OEM contract can give thousands or tens of thousands of end-users access to the licensor’s software.

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How to Categorize Expenses in a SaaS Startup v2.0

Baremetrics

Benefits of using Expense Categories in SaaS The main expense categories for any SaaS company are: Cost of Revenue Research & Development Sales & Marketing General & Admin These four categories are the standard for describing costs and expenses of any SaaS company from Salesforce to Zoom to your startup. Subaccounts for everyone!

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