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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 250,000 Customer Club: How HubSpot and Monday.com Both Created SMB+ Empires

SaaStr

Global Expansion : With customers spanning 135+ countries and continued international investment, HubSpot has successfully created a global business with significant growth opportunities (their TAM is $76B in 2024, growing to $128B by 2029, with <10% penetration across all products).

SMB 267
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How to Successfully Bring AI Products to Market at Scale with GitHub’s CRO

SaaStr

GitHub, founded in 2008, is a leading platform for software development and version control that has made waves since 2018 with its AI Copilot. Don’t underestimate the investments you need to make here to be compelling to your customers. Another big investment during rapid growth is digital moments.

Scale 258
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Product-Market Fit in Different Capital Environments

Tom Tunguz

When I asked him what he meant, he replied because capital was so plentiful and accessible today, he hired more expensive people, spent more time developing a product, and invested with a longer time horizon before demonstrating evidence of success. Ten years ago, a top decile software company tripled.

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Run Less Software

Intercom, Inc.

The same is true in software. In this battle, I’ve found a secret weapon hidden within one of our core engineering strategies, an idea called Run Less Software. As well as being a critical philosophy behind how we build software, it also represents how I feel about the software industry and technology in general.

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CRO Confidential: How Codium Built A Billion-Dollar AI Company and a Winning Sales Machine with VP of Worldwide Sales, Graham Moreno

SaaStr

Recently valued at over $1 billion , Codium is proving that AI-driven software development is not just the futureits the present. This deliberate investment in making early hires successful created a powerful flywheel effect, attracting more high-caliber talent. The real impact?

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Doubling Down: Erica Brescia, Managing Director at Redpoint Ventures

SaaStr

What’s your most recent disclosed investment? joined forces with the incredibly talented Eiso Kant to build the world’s most capable AI for software development. What’s your sweet spot for investing — check size, stage, type of deal? We are currently investing out of our 9th Early Stage fund, a $650M vehicle.