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Top 10 Interesting Learnings From Figma’s IPO Docs … That You May Have Missed

SaaStr

Beyond the obvious metrics of explosive revenue growth (48% YoY at almost $1B ARR!!) and strong unit economics … Figma’s IPO filing also reveals fascinating insights about the future of software creation, team collaboration, and platform business models. Here are the hidden gems: 1.

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

SaaStr

This isn’t just another software success story. It’s the emergence of a new category that’s attracting billions in investment and fundamentally disrupting the $500B+ software development market. The “Vibe Coding” Gold Rush is Real The numbers are staggering.

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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. Other places this feedback loop worked well were: Adoption loop metrics. Customers crave metrics about how teams are using all AI products.

Scale 261
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Anthropic May Never Catch OpenAI. But It’s Already 40% as Big.

SaaStr

With every major development platform—from GitHub Copilot to Cursor to Replit—adopting Claude as their preferred or default model, Anthropic has captured the enterprise developer market that pays premium rates for AI capabilities. million monthly active users and 2.9 million mobile app users—roughly 5% of ChatGPT’s user base.

ChatGPT 216
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Clouded Judgement 7.18.25 - The Return of the Point Solution

Clouded Judgement

And they’re already a super formidable threat to anyone building something in the broader software development lifecycle space My decision matrix then becomes: Will this category support an independent company (ie will the company survive the incumbent bundle attacks) and which company will be the winner in the space.

Cloud 144
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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

The Future of Data Engineering and DevOps Looking ahead 12-18 months, both CEOs see dramatic changes coming for technical roles: Data Engineers will shift from manually setting up pipelines and writing code to becoming orchestrators, with AI handling much of the actual code generation—similar to how Cursor is transforming software development.

AI 268
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The HubSpot AI Playbook: How Yamini Rangan Is Leading the Most Aggressive B2B AI Transformation

SaaStr

” This isn’t just about enthusiasm – it’s about recognizing that the last five years of B2B software development were, in Rangan’s words, “boring.” ” The key metrics they track: Daily repeat usage vs. weekly repeat usage vs. novelty use What are users clicking on? That’s just neat.

AI Search 179