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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

Horizon 3: Universal Software Creation (2030+) TAM: $100B-1T+ The moonshot scenario where vibe coding becomes as ubiquitous as spreadsheets. Every knowledge worker becomes a software creator. AI capabilities are improving rapidly, but enterprise-grade reliability may require 3-5 years of development.

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Salesforce, Microsoft, Google and Atlassian All Raise Prices Again in 2025. Hooray.

SaaStr

The federal government has started pushing back hard, and even mighty Salesforce has had to blink. This deal replaced “lower, fragmented discounts negotiated on an agency-by-agency basis” with a unified government-wide pricing structure. "AI & SaaS: Will MCP Replace Your Apps?

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How LLMs Are Trained: From Raw Data to SaaS Disruption

How To Buy Saas

Legal and Government Documents: Publicly available legal texts or government publications can also be part of the mix. Its a barrier to entry not everyone can afford to train a model like GPT-4 from scratch, which is why we see concentration of such efforts in big tech firms or well-funded startups.

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Top 10 Trends for Data in 2024

Tom Tunguz

Data Teams are Becoming Software Teams : DevOps created a movement within software development that empowers developers to run the software they wrote. Instrumentation and Governance Enable Many New Use Cases : Today’s data leaders are struggling. Software startups are rising to meet the need.

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Solving the Innovator’s Dilemma: How successful companies are embracing innovation units

Intercom, Inc.

First published in 1997, the bestseller has influenced several generations of entrepreneurs, startup founders, and tech enthusiasts. And that opens the space for newer, faster, agile startups to serve those neglected customers, gain traction, and challenge the bigger businesses. It’s kind of a modern-day cautionary tale.

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Top Themes in Data Transcript

Tom Tunguz

We’re seeing this occur within our startups Transition: Speaking of cost, let’s talk about the expense of AI Slide 11 Clearing: In the 24 months after chatGPT3 was released, a parameter race was unleashed where the sizes of models became ever larger, culminating most recently with Lama 3.3 at 450 billion parameters.

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Norman Crowley on uncovering the business opportunities in tackling climate change

Intercom, Inc.

And even now we set up new companies, we set up a new startup in COVID actually, in lockdown, and we’ve taken that. I mean, you’ve said before Norman, that a failure in sustainability hasn’t been a failure of government, that it’s actually been a failure of invention or innovation. It’s been very sad.