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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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10 Ways AI Will Change Sales Forever. It’s Already Happening, In Fact.

SaaStr

If you’re skeptical about AI in sales because of hallucinations or poor experiences, Lemkin suggests it’s likely because you haven’t seen a well-trained AI. While not replacing the absolute best humans, they’re better than 90% of the team. Training takes work, but the results are game-changing.

AI 243
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SaaStr on 20VC This Week: Why 40% Cloud Adoption Marks the End of Easy Growth. And Why the AI Budget War is Just Getting Started

SaaStr

This isn’t feature addition—it’s fundamental workflow replacement that’s compressing overall software spend. The Disruption Math Can Be Brutal : In contact centers, AI replaces 40-50% of human agents but only increases software ACV by 50%. Weak players get acquired or shut down. The contact center labor market?

AI 259
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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. What actually happened was this: Cloud created new pain points and new markets (more data, more sprawl, more teams), which made old categories more valuable. Cloud expanded access to tools that used to be too expensive or too complex for most teams.

Cloud 167
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The $939B Question: Is AI Eating SaaS or Feeding It?

SaaStr

AI Agent Revolution Nearly 90% of code at high-growth SaaS companies is now AI-generated, up from 10-15% just 12 months ago. growth rate vs. Conquest Numbers Let’s separate the happy convergence talk from the harsh conquest reality: SaaS: The Steady Performer Under Siege $295 billion market in 2025 with 18.4%

AI Search 289
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AI, Sales + GTM in 2025/2026: This Changes Everything with Jason Lemkin and Owner CRO Kyle Norton

SaaStr

By the end of this quarter, team members who aren’t genuinely AI-curious should be let go. The 50/50 Team Is Coming Fast. CROs will need to manage teams that are 50% AI agents and 50% human by end of year. The performance distribution in sales teams will become dramatically wider, forcing tough talent strategy decisions.

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The Early Days: 5 Things Vanta Got Right, And 5 It Got Wrong, Getting to First $10m ARR

SaaStr

A color-coded spreadsheet. Not software. ” This approach gave them insights no amount of customer development interviews could provide. When they finally built software, it solved actual problems rather than theoretical ones. Their “V0” product? Not a fancy prototype. Would you use it? ” 5. .”