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

SaaStr

✨ Lemkin (@jasonlk) June 23, 2025 The $10M-$100M ARR Sprint: How Replit Became the Fastest-Growing “Vibe Coding” App (Or One Of The Fastest) A deep-dive into the AI development platform wars and why Replit’s 10x growth in 5.5 And allowing more experienced developer to ship far, far faster. 2023 : $2.4M

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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

When a development team switches to an AI-powered coding assistant, they’re not just adding a new tool—they’re often reducing their dependency on multiple legacy SaaS platforms. Weak players get acquired or shut down. The Critical Question: Is This Additive or Replacement? What This Means for B2B Leaders 1.

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

SaaStr

Prey Reality The AI Funding Explosion That Should Terrify SaaS Leaders Let’s start with the brutal math that should keep every SaaS CEO awake at night: $100 billion in venture capital went to AI startups in 2024 — an 80% increase from 2023 SaaS companies raised only $4.7

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The Secrets to Getting Sales and Marketing to Work Together Better with Highspot CMO Jon Perera (Video)

SaaStr

From the get-go, ensure alignment between sales and marketing teams on goals and anticipated outcomes. Market research company Forrester’s data tells us that companies that have successfully aligned sales and marketing teams see 24% faster growth rates and 27% faster profit growth than those that don’t. . Deliver one narrative.

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The growing dissonance between two business models (SaaS and VC)

The Angel VC

In our weekly investment team call earlier this week we decided to pass on two early-stage SaaS startups that were both on track to grow from zero to $100k in MRR in their first 12 months of going live. As Clément said, this is not about good or bad. Not yet convinced that you shouldn’t raise venture capital? :) Let us know !

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12 Things You’ll Look Back On in SaaS … And Regret

SaaStr

What Order Should You Hire Your Management Team In? #4. These are the Best of Times in SaaS, and by all means, if you are able to raise venture capital, and need it, raise it. But I see two big regrets in venture capital, and they are somewhat confusingly at different ends of the fundraising spectrum.

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The AI messaging pivot happening across SaaS

Sales Hacker

Many venture capital firms shifted their investments almost entirely into AI startups. They kept the focus on the core value proposition of helping teams write, plan and collaborate to create better workspaces, while still having the AI inclusion. Bad: We use AI to streamline sales workflows.