Wordpress powers 40%+ of the web Loveable and Replit are targeting that market and more. But they get to charge you $25/month and for every token you use. Wordpress in its most basic form is free outside of hosting, etc. That is a large market. Much as ChatGPT gets to charge for what Google provides for “free” … Loveable + Replit get to charge for what Wordpress provides in many cases for free or very cheap. That adds up to a lot of money, very quickly AI is getting us to pay a lot for what we used to get … for free. For more value, no doubt. But a lot more than we used to.
a bit more here:
Jason ✨👾SaaStr.Ai✨ Lemkin
Jason ✨👾SaaStr.Ai✨ Lemkin24.7. klo 00.08
Where Will Replit & Loveable Be by End of 2025? The Projections Are Wild 📊 Current status (July 2025): Both just hit $100M ARR 📈 If current growth trajectories continue through Dec 2025: 🚀 Replit: ~$310M ARR (31x growth from Nov 2024 starting point) ⚡ Loveable: ~$425M ARR (from $0 to $425M in just 13 months) 🤯 What this means: Loveable could become the fastest company in history to reach $400M ARR. Replit could be the fastest to go from $10M to $300M+. 💰 Market implications: Combined, they'd represent ~$735M in ARR from the "vibe coding" category - larger than most public SaaS companies. ⚠️ Reality check: This assumes no growth slowdown, competitive pressure, or market saturation. Exponential curves rarely continue forever. 🎯 But if they do: We're witnessing the birth of two potential $1B+ ARR companies in under 18 months. The AI-native advantage is creating growth speeds that were literally impossible in traditional software. 📅 Mark your calendars for records to be smashed again by January 2026.
More like this? Join 200k+ for the free SaaStr AI Newsletter — and also get big discounts to our events, invites to our FREE live Workshop Wednesdays, and much more! Sign up here:
23,67K