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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

We’ve been tracking B2B growth metrics for over a decade, and what happened in the vibe coding space between November 2024 and July 2025 breaks every model we’ve seen. Traditional no-code (Bubble, Webflow, Zapier) requires users to understand application logic, data relationships, and workflow design. Not 8 quarters.

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

SaaStr

@Replit ’s ARR since founding The space is … beyond on fire No one is going to code without AI again pic.twitter.com/o9RYaYMBxq — Jason ✨👾SaaStr.Ai✨ Replit ’s ARR since founding The space is … beyond on fire No one is going to code without AI again pic.twitter.com/o9RYaYMBxq — Jason ✨👾SaaStr.Ai✨ 2023 : $2.4M

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Breaking Into Asia? Benchmarking Data and Insights on SaaS Subscriptions in Asia

FastSpring

When you’re expanding your software business into new regions, industry benchmarking data can help you make better strategic decisions by answering important questions about business in the region. How can businesses best position their subscription products for success in the Asian market? or EU, or are they different? averaged 89%.

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Easy Cross Border Transactions With FastSpring as Your MoR

FastSpring

Why cross border payments are so complicated, even with typical payment providers. How FastSpring drastically simplifies the entire cross border payments process for SaaS, software, mobile game, and other digital product businesses. Greater access to local payment methods. 24/7 buyer transaction support.

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Clouded Judgement 7.25.25 - TAMs Lie

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud shifted services to software. Take AI code editors like Cursor or Claude Code. ” They’re reducing the time engineers spend reviewing, refactoring, writing tests, and documenting code.

Cloud 167
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Build a Subscription Experience Designed for Your Business with FastSpring’s Latest Subscription Feature Launches

FastSpring

Today’s subscription businesses demand more than one-size-fits-all workflows. Software companies, SaaS platforms, mobile apps businesses, and AI solutions need flexible tools that adapt to their business.

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Where AI Really Matters in Vertical SaaS With CEOs of Owner, Alloy Automation, and DoNotPay

SaaStr

Activant Capital brought together at SaaStr Annua l a group of break-out next-generation AI enhanced vertical software leaders: the CEOs from Owner.com, Alloy Automation, and DoNotPay. At SaaStr Annual they shared their experiences and insights on implementing AI in vertical software companies.

AI 220