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5 Interesting Learnings from Circle at $2.3 Billion in “ARR”

SaaStr

The B2B / SaaS Learning : Partnership deals that seem great in early days can become value traps at scale. Structure partnerships with revenue caps or tiered economics that protect your margins as you scale. The “Scale Economics Paradox”: Revenue Up 16%, Profit Down 42% Circle shows the dark side of growth at scale.

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

SaaStr

months is reshaping how software gets built TL;DR: The New Dev Platform Reality In June 2025, Replit CEO Amjad Masad dropped a bombshell on X: his company had crossed $100M ARR, up from just $10M at the end of 2024. That’s 10x growth in less than 18 months—making Replit one of the fastest B2B scale stories in recent history.

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NVIDIA Hits $4 Trillion: What Founders Can Learn from the Greatest Growth Story Ever Told

SaaStr

The B2B Parallel : Like the best B2B companies, NVIDIA created switching costs through their software stack (drivers, development tools, APIs). But here’s what’s brilliant about their early strategy—they didn’t just build graphics cards, they built an entire ecosystem.

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How to Embed Payment Functionality in Your AI SaaS: A Practical Guide

USIO

Step 2: Choose the Right Payment Infrastructure Partner Unless you want to build a payment system from scratch (and navigate complex regulations), the easiest way is to partner with a payments-as-a-service provider that supports embedded payments.

Payments 130
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Scaling Success: Digital Entrepreneurship and SaaS Exits

FastSpring

Podcast Full Interview: Audio Listen online or find it on more podcast services. So it’s a marketplace, it’s a platform. and now very big in the case of, say, a zero, which is cloud accounting software. When I was running it, it was a lot smaller than that, but scaled that up very, very quickly.

Scale 120
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Software-led payments: What’s on the horizon for platforms in 2025? | Episode 46

Payrix

In this episode of PayFAQ: The Embedded Payments Podcast, host Ian Hillis welcomes Matt Downs, President of Worldpay for Platforms, to discuss software-led payments predictions for 2025 and beyond. remains the largest interchange and software market, Matt predicts a loosening of regulatory constraints.

Payments 130
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Mastering Growth in the AI Era: How to Stand Out, Acquire Customers, and Raise VC Dollars with B Capital, Zetta, and Glasswing

SaaStr

Software engineering teams have been early adopters of AI coding assistants precisely because they provide an immediate, measurable lift. Laiva Becoming the platform of choice for life science companies and research institutions by creating a two-sided marketplace with significant SaaS components. This is exactly backward.