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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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Why AI Has Taken Longer to Come to Sales Than Coding with Artisan’s CEO

SaaStr

While AI has exploded in coding (Cursor) and legal (Harvey) and parts of GTM (Clay), sales itself is still waiting for its breakthrough AI moment. Sales Requires End-to-End Solutions, Not Point Tools The Challenge : Code generation is elegant in its simplicity—input code request, output working code. Sales is messier.

Scale 217
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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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Software Composition Analysis: The New Armor for Your Cybersecurity

Speaker: Blackberry, OSS Consultants, & Revenera

Software is complex, which makes threats to the software supply chain more real every day. 64% of organizations have been impacted by a software supply chain attack and 60% of data breaches are due to unpatched software vulnerabilities. All of these stats beg the question, “Do you know what’s in your software?”

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AI Apps The SaaStr Team Loves — and Uses Every Day

SaaStr

Traditional editing software? People are having meaningful exchanges about complex B2B topics, reviewing 100s of VC pitches and board decks, getting personalized sales advice, and finding exactly what they need from our decade of GTM learnings and speakers. What we’re starting to do: Vibe coding on Loveable.

AI 250
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Cyber Weekend Benchmarking Data: 2024 SaaS and Software Holiday Spend Report

FastSpring

It’s almost time again for Cyber Weekend, and November sales spikes aren’t just for holiday gifts and physical goods — SaaS and software companies also benefit from this annual increase in sales. trends in year-end SaaS and software sales data. trends in year-end SaaS and software sales data. dollars for simplicity’s sake.

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If You Build It, They Will Come: A Guide to Customer Onboarding

Speaker: Jamie Bernard, Sr. Product Director and Product Management Practice Lead at Nexient, an NTT Data Company

Creating new software and releasing it into the marketplace to achieve wild success is the dream! In this webinar we will review: The elements of good customer onboarding. "If you build it, they will come” is an idea that runs rampant in organizations. Examples of successful product onboarding strategies.

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Improve Onboarding with User-Centered Design

Speaker: Dr. Kate Wolin, Founder, Circea

She will also review how a patient-centered design strategy can be used to evaluate and refine onboarding processes. Join Dr. Kate Wolin, founder of Circea, for an overview of behavioral science and the evidence-based strategies that can be used to support patient engagement.