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

SaaStr

and strong unit economics … Figma’s IPO filing also reveals fascinating insights about the future of software creation, team collaboration, and platform business models. This isn’t just adoption—it’s a fundamental shift in who “designs” software. Here are the hidden gems: 1.

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Glossary: 117 software-led payments terms to know

Payrix

Interested in learning more about software-led payments or joining the current Embedded Payments conversations in your organization? Card acceptor business code A four-digit numerical representation of the type of business in which the card acceptor (merchant) engages. Youve come to the right place.

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Glossary of Advanced Embedded Finance Terminology

USIO

APIs allow software systems to talk to each other. Embedded Treasury Management Translation: CFO-level control, in code. Automated decision engines assess risk for loans, merchant approvals, or insurance in real timeno manual reviews needed. Sandbox Environment Translation: The safe space for developers to break stuff.

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SOC 2 Policies: What They Should Include and Why They Matter

Scytale

These policies form the basis of your SOC 2 control list, which auditors review to confirm youre meeting requirements. Beyond defining roles, access management involves regularly reviewing access to sensitive data, revoking it as needed, and applying just-in-time and zero-trust principles for enhanced security.

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Buying your next SaaS app: Get answers to 7 key InfoSec questions

BetterCloud

Taking advantage of an apps coding mistakes, rogue actors can inject malicious programming code into a web page that a user interacts with. When a SaaS vendor experiences a security breach or incident, the root cause is often related to software coding vulnerabilities and failures, natural disaster, power outages, physical intrusions.