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Jason β¨πΎSaaStr.Aiβ¨ Lemkin posts on X about vibe, 100m, $100m, 1m the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Social category influence technology brands XXXX% finance XXXX% stocks XXXX% social networks XXXX% vc firms XXXX%
Social topic influence vibe #190, 100m #168, $100m #35, 1m 2.86%, $1m 2.86%, events #1106, $10m 2.29%, canva 2.29%, windsurf 2.29%, ipo XXXX%
Top accounts mentioned or mentioned by @replit @harrystebbings @amasad @zforever97 @grok @levie @salesforce @sherveen @jordwalke @rhyssullivan @forecastalpha @loftussteve @itsmechase @ogjoshhsu @matthewberman @geysergod_ @inspiredone_ai @learieherc @meritechcapital @replits
Top assets mentioned Hundred Million (100M) Microsoft Corp. (MSFT) ServiceNow Inc (NOW) MAX (MAX) Alphabet Inc Class A (GOOGL) Artificial Intelligence (AI4) The GEO Group, Inc. (GEO) Crowdstrike Holdings Inc (CRWD) Goldman Sachs (GS)
Top posts by engagements in the last XX hours
"i don't think the vibe platforms need traditional plug-ins . after all they have access to the entire internet including every piece of open source software They just build the plug-in I think what will happen is there will be some sort of validated components. That are sort of guaranteed to work in the platform. It's complex but would be super valuable Sort of like how Replit has its own SSO that just . works. We need that In the end I guess . plug-ins ;). It's just the platform will try to build any plug-in in you need so bar is high. Has to be bulletproof" @jasonlk on X 2025-07-23 21:47:42 UTC 209.3K followers, XXX engagements
"So now I've decided to focus on just X thing: - How can I get a vibe coded commercial app securly into production I no longer care if it's hosted in Replit anymore. I no longer care how. The ideation-to-production-all-in-one-simple-platform experiment is over. Now it's about GSD and finishing for real. I still want to avoid infra headaches at ALL costs. So hiring a dev shop or just magically "moving to Claude Code" isn't my favorite answer. Because then I inherit all the infra and maintenance headaches. That I want desperately to avoid. But security now is Job #1-#5. The issues I had in the" @jasonlk on X 2025-07-22 23:28:01 UTC 209.3K followers, 4329 engagements
"@Replit And anyone that thinks that cant afford to fund support to fund a great customer experience to fund success Well you are just thinking about it all wrong" @jasonlk on X 2025-07-20 00:26:03 UTC 209.1K followers, 5004 engagements
"@tejas3732 @Replit Maybe Im deep on Replit though so staying Unless they kick me off" @jasonlk on X 2025-07-20 05:17:45 UTC 209.3K followers, 3822 engagements
"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:" @jasonlk on X 2025-07-24 23:00:48 UTC 209.2K followers, 2490 engagements
"One small thought on my @Replit learnings: I dont think they are critical. Replit made promises and I know Im pushing the limits but they are what Replit promised. And also I sent a very flattering email on Replit to 200000+ SaaStr subscribers However if ANYONE had actually reached out to HELP me for real even just a little but for real a lot of my headaches could have been avoided. Its just a thought on when folks build in public and it doesnt go perfectly. πDo you ignore it π‘Do you get defensive πDo you vaguely acknowledge them My vote: always offer to genuinely help if you have the" @jasonlk on X 2025-07-19 23:49:55 UTC 209.3K followers, 51.5K engagements
"@GergelyOrosz You were there. It was also the deal that made A16Z. Sometimes I wonder if it was almost luck. It was a great asset but not sure how anyone could have predicted that level of appreciation that quickly for such a mature product" @jasonlk on X 2025-07-25 15:10:19 UTC 209.3K followers, XXX engagements
"The Replit Story: X Years in the Making Then Everything Changed π Founded in 2016 by Amjad Masad Replit spent years as a browser-based coding platform struggling to monetize. By 2022: just $1M ARR. End of 2024: $10M ARR. π Then Replit Agent launched in September 2024 - enabling anyone to build full apps with natural language prompts. π The result $10M to $100M ARR in X months. 10x growth. XX% monthly subscriber growth since Agent launch. π‘ The lesson: Sometimes you build the infrastructure for years waiting for the right moment. When AI models became powerful enough in late 2024 Replit" @jasonlk on X 2025-07-23 16:02:38 UTC 209.3K followers, XXX engagements
"This is more important than people realize. More than I understood X week ago. AI agents are incredibly powerful but they cannot be trusted and that is by design. It is their crowning feature and bug. If you want to use AI agents you need to XXX% understand what data they can touch. Because they will touch it. And you cannot predict what they will do with it" @jasonlk on X 2025-07-22 13:42:08 UTC 209.3K followers, 96K engagements
"3/13: Define your production requirements before you start building. Ask: 1How secure does this need to be 2Who will maintain it after launch 3Do you need it to scale to XXX users or 100000 4Did you find another vibe-coded app in production with paying customers at your complexity level If you don't have solid answers stop building and start researching" @jasonlk on X 2025-07-21 16:45:47 UTC 209.3K followers, 13.4K engagements
"The future front end of SaaS is coming ever more quickly We all will start soon in Claude or ChatGPT or Perplexity whenever we can Not at the app itself" @jasonlk on X 2025-07-15 13:43:29 UTC 209.3K followers, 40K engagements
"You can read the thread here and all the convos with @Replit. It went rogue again during a code freeze -- and deleted our production database. Rule #00001 my CTO taught me: never ever never ever touch the production database. Even in 2005 when we launched the first version of EchoSign / Adobe Sign everything broke. But the database was sacrosanct. In 2025 X Billion+ contracts later I think no contracts were ever lost in DB. A few corrupted but none lost. Yet Replt went rogued and destroyed our production DB last night. During a code freeze when it knew to touch nothing. And agreed to touch" @jasonlk on X 2025-07-18 16:04:47 UTC 209.3K followers, 63.2K engagements
"Vibe Coding Day XX I'll add a deep dive on learnings soon. For yesterday and today I'm . slooooowing it down. πYesterday was all working on just one dashboard. π Today is only testing our algo and email. (Email in fact is my biggest headache at moment). To go fast in vibe coding after the initial burst you have to go slower I think. Slower and slower at least to get to a true GA product that's not just a website or landing page. Now I'm zen about it" @jasonlk on X 2025-07-25 17:35:32 UTC 209.3K followers, 5136 engagements
"Honestly I might have gotten a little lost here. I dropped everything for a while. Vibe coded all weekend first thing in the morning and more. I was addicted. For real. The software is so so so cool. But now Im slowing it down. And thinking about what it takes to build Great Software. What the tools planning timing and more than it takes. And it remains something that requires patience iteration testing and a lot of commitment. And even if you one-shot an app in an hour or day to do it for real you have to maintain it for years. If its a real app. In real commercial production" @jasonlk on X 2025-07-21 02:29:15 UTC 209.3K followers, 4106 engagements
"When two startups each go from almost $X to $100m ARR in just a few months . The big guys come out to play too. (And that's stressful. But you know so so much. And it's all that you do)" @jasonlk on X 2025-07-24 13:42:06 UTC 209.3K followers, 32.8K engagements
"The latest IPO to file: π Wealthfront IPO by the numbers: Founded 2008 filing for IPO in 2025 $340M+ revenue run rate (40% YoY growth TBD) $80B+ AUM across 1M+ clients 40%+ EBIT margins (profitable) XXX employees = $1M+ revenue per employee Also: XX% growth via referrals $2B+ secondary valuation targeting $5-6B IPO π°Pure-digital wealth mgmt efficiency at its finest. πCircle's XXX% pop shows fintech appetite is π₯ #IPO #Fintech #SaaS" @jasonlk on X 2025-06-25 00:42:58 UTC 209.3K followers, 29.2K engagements
"@jordwalke @RhysSullivan With genuine love for @Replit which I am in right now sounds like excuses Not a single person from Replit has acknowledged there was anything wrong or troubling in my database deletion and code freeze ignoring incident" @jasonlk on X 2025-07-20 03:23:50 UTC 209.1K followers, XX engagements
"@charbeljsimon @Replit If only X fully worked But it does help" @jasonlk on X 2025-07-18 02:56:00 UTC 209.3K followers, 2263 engagements
"Our AI SDR booked X high quality meetings this morning. On its own. Its doing slightly warm outbound right now. Folks that know us but haven't expressed interest. From one one them: I want to meet. Also what are you using for these emails They are very good These are X potential deals a human would have never uncovered. Why Our human SDRs would only follow up with the highest possible value prospects or email everyone at once in a blast. Humans don't want to do anything in between" @jasonlk on X 2025-07-24 21:16:06 UTC 209.3K followers, 29K engagements
"Ok can you build an app on @replit or similar for $XX a month Not really I first built a terrible Cluely clone. It was a fun POC but barely worked. It only cost $XXXX to build Now I'm building for real and maybe XX% of the way to GA (if I get there) for $XXXXXX spent in X days Nothing compared to a human dev but also not $XX a month" @jasonlk on X 2025-07-14 00:38:31 UTC 209.3K followers, 9507 engagements
"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:" @jasonlk on X 2025-07-25 18:31:04 UTC 209.3K followers, 2024 engagements
"Where Will Replit & Loveable Be by End of 2025 The Projections Are Wild π Current status (July 2025): Both just hit $100M ARR π If current growth trajectories continue through Dec 2025: π Replit: $310M ARR (31x growth from Nov 2024 starting point) β‘ Loveable: $425M ARR (from $X to $425M in just XX months) π€― 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+. π° Market implications: Combined they'd represent $735M in ARR from the "vibe coding" category - larger than most public SaaS companies. β " @jasonlk on X 2025-07-23 16:08:00 UTC 209.3K followers, 11.9K engagements
"When I founded my first start-up * I had to sign a full recourse note to my VCs for $750000 to get a tiny bridge * We had to sell XX% of the company in the first round * I had to agree to step down as CEO whenever they wanted Man let me tell you its easier these days" @jasonlk on X 2025-07-22 14:37:26 UTC 209.3K followers, 16.2K engagements
"Now it gets a little crazier. Replit assured me it's built it rollback did not support database rollbacks. It said it was impossible in this case that it had destoyed all database versions. It turns out Replit was wrong and the rollback did work. JFC. Replit went rogue again lied and then said we couldn't roll back. But we could. I'm still processing all this. Is it OK there are NO guardrails to deleting a production database Why did Replit "lie" Also why did it not know about how this feature worked Look no matter what deleting a production database is NOT OK. But Replit lied / was wrong and" @jasonlk on X 2025-07-18 16:08:04 UTC 209.3K followers, 53K engagements
"Me this last week while i was locked in vibe coding (Sorry @Romain_Lapeyre it's addictive)" @jasonlk on X 2025-07-24 20:53:00 UTC 209.3K followers, 8959 engagements
"A great analogy Despite my craziness in vibe coding this week it's clearly true" @jasonlk on X 2025-07-18 13:15:06 UTC 209.3K followers, 16.4K engagements
"Probably the biggest career limiting move I see is: - CMOs challenging CEO on Marketing Strategy - VP Sales challenging CEO on How to Sell You may be right. Bring up your objections respectfully. Quietly do it your way as much as you can. And then you gotta fall into line" @jasonlk on X 2025-07-23 14:37:27 UTC 209.3K followers, 28.5K engagements
"We still have a part-time designer at SaaStr who is epic But at one point we had X human designers (). Craziness. Now it's XXX humans Canva and X core AI tools + Creative Cloud" @jasonlk on X 2025-07-18 13:27:38 UTC 209.3K followers, 3750 engagements
"Hey I'm no @HarryStebbings but we're working at it #whyiwenttocollege #betterthana10xfund #missionaccomplished" @jasonlk on X 2025-07-15 20:06:00 UTC 209.3K followers, 5978 engagements
"π Just ran the numbers on @RevenueCat's growth trajectory. 2025: $50M ARR XXX employees 2035: $1.3B ARR 1365 employees That's a 27x revenue multiple with $984K ARR per employee by 2035 π The path to public markets: π± $83M: 2026 (75% growth) π° $401M: 2030 - IPO READY π π¦ $897M: 2033 - Unicorn approach π $1.3B: 2035 - Market domination When every app needs subscriptions and there's one clear winner. the math gets VERY interesting π XX% CAGR over XX years. Mobile infrastructure play of the decade π€" @jasonlk on X 2025-07-17 16:05:19 UTC 209.1K followers, XXX engagements
"@PChronocide @ForecastAlpha @salesforce Yup It is endemic to the LLMs" @jasonlk on X 2025-07-23 14:16:20 UTC 209.3K followers, XX engagements
"@tim_neunzig @Replit yes but not for reasons to celebrate per se" @jasonlk on X 2025-07-22 23:42:30 UTC 209.1K followers, XX engagements
"ServiceNow: the renewal rate every B2B company dreams of Even at $12.5B ARR they just . never leave" @jasonlk on X 2025-07-23 21:40:37 UTC 209.3K followers, 93.6K engagements
"Ok signing off Replit for the day Not a perfect day but a good one. Net net I rebuilt our core pages and they seem to be working better. Perhaps what helped was switching back to Claude X Sonnet from Opus X Not only is Claude X Sonnet literally 1/7th the cost but it was much faster I am sure there are complex use cases where Opus X would be better and I need to learn when. But I feel like I wasted a lot of GPUs and money using Opus X the last X days to improve my vibe coding. It was also much slower. Im staying Team Claude X Sonnet until I learn better when to spend 7.5x as much as take 2x as" @jasonlk on X 2025-07-18 01:54:46 UTC 209.3K followers, 145.7K engagements
"@itsmechase Oh for sure. Its just XX% of the web x effective pricing that is an order of magnitude higher = large potential $$$" @jasonlk on X 2025-07-23 14:55:31 UTC 209.2K followers, XXX engagements
"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:" @jasonlk on X 2025-07-25 04:30:51 UTC 209.3K followers, 3796 engagements
"@itaysad @Replit Maybe 50x bigger than today GitLab was the enterprise GitHub when it started I would love to invest in whomever is as easy to use as Replit but is safe enough for the enterprise and production" @jasonlk on X 2025-07-19 16:15:49 UTC 209.2K followers, XX engagements
"Love who you work with Love what you are building Love who you come home to Find all X and you cannot be stopped I guarantee it" @jasonlk on X 2025-07-17 18:57:59 UTC 209.3K followers, 17.7K engagements
"@EricNewcomer venture is hard. not in the obvious ways necessarily but hard" @jasonlk on X 2025-07-24 22:50:15 UTC 209.3K followers, 4932 engagements
"Why I am not loyal to the company and not even a fan at this point at all. But that's the company -- not the app. The app has its advantages for now even now. X core ones for the moment: #1. I Know It. I tried another leading vibe code app yesterday to learn. Look they all look the same to start. But then as I got into it -- I didn't know how to do anything. Nothing worked as expected. I realized I was going to at least have to spend hours learning how to do there . what I know how to do on Replit. It wasn't worth it. Too high a context switching cost -- for now. That's a weak bond but a real" @jasonlk on X 2025-07-22 23:17:08 UTC 209.3K followers, 5389 engagements
"This is the kind of 'SEO' you just have to win in 2025+" @jasonlk on X 2025-07-21 23:21:36 UTC 209.3K followers, 16.3K engagements
"In fact seconds after I posted this for our very first talk of the day @Replit again violated the code freeze I didnt even get X minutes in" @jasonlk on X 2025-07-19 15:16:31 UTC 209.3K followers, 8941 engagements
"No one is going to roll their own Salesforce period. That is a social media myth. If you can buy a piece of great software off the shelf remember its a gift. That is still so so hard to build. And if you can buy it for $5-$200 a month Just buy that magical software. Where you cant though Vibe it. But plan it. Understand it. Scope it. And realize building something great is a long tough frustrating unpredictable road. That even the best tool the best one cant get you to all by itself" @jasonlk on X 2025-07-21 02:31:49 UTC 209.3K followers, 10.3K engagements
"Vibe Coding Day XX Ok this week has slowed me down. It's been . a week. And I've just made one decision that may surprise you. For now I'm sticking with @Replit π§΅" @jasonlk on X 2025-07-22 23:15:03 UTC 209.3K followers, 58.6K engagements
"Also today I'm NOT going to use Claude Opus X I burned through $XXX yesterday in Max Max mode / Bankruptcy mode but wasn't sure in the end it helped . and it's definitely slower I assume slower was better because it was really thinking through the actions . but maybe not. Replie and I discussed and he said it was slowing us down so for today we'll revert to normal LLM which all-in is also 1/7th the price and faster Let's see" @jasonlk on X 2025-07-17 15:26:23 UTC 209.3K followers, 108K engagements
"π¨ FIGMA S-1 DROPPED π¨ The numbers are strong: π $821M LTM revenue (46% YoY growth) π° XX% non-GAAP operating margin (turned profitable) π¦ $1.5B+ cash ZERO debt π XX% gross margins (best-in-class SaaS) π XXX% net dollar retention (sticky AF) π’ XX% of Forbes 2000 use Figma π¦ XX% use 2+ products (platform expansion) From massive losses to XX% operating margins. This is how you prep for an IPO. Trading under $FIG on NYSE soon π" @jasonlk on X 2025-07-01 19:56:20 UTC 209.3K followers, 183K engagements
"Vibe Coding Day X Let me be clear about at least one thing: @Replit is the most addictive app Ive ever used. At least since being a kid. (@lovable_dev is great too. We used it to build a core landing page. Im not taking sides but for this project I chose Replit). Last night I was thinking about vibe coding in the middle of the night. I checked on my app on my phone at dinner. And while I opened up the WSJ first this morning my brain would have prefer Replit. Ive dropped tons of other things to make more time to be with Replie. Will I get there Will I go from ideation to a 100%" @jasonlk on X 2025-07-16 15:29:04 UTC 209.3K followers, 51.2K engagements
"@adeoressi Of course I knew to rollback. However the AI told me you could not rollback a database deletion. It said it was permanently destroyed. Now I know not to believe it. Blaming me for trusting a product at first though isn't "fair" -- even if I know better now" @jasonlk on X 2025-07-23 17:04:10 UTC 209.2K followers, XX engagements
"Its just not OK that @Replit cant guarantee it can run a unit test without destroying my production database There is no planet on planet app development where this is OK You cannot going into production with an app you cannot test programmatically Not a real commercial-grade app" @jasonlk on X 2025-07-19 18:49:55 UTC 209.3K followers, 5200 engagements
"The $100M ARR Speed Rankings: How AI Rewrote the SaaS Playbook π The new record holders (time from $1M to $100M ARR): π₯ Loveable: X months (AI app builder 2024) π₯ Cursor: XX months (AI code editor 2024) π₯ Wiz: XX months (cloud security 2021-2022) X Deel: XX months (global payroll 2020-2021) X Ramp: XX months (corporate cards 2019-2021) π What changed The top X are both AI-native coding tools launched in 2024. They didn't retrofit AI into existing products - they were built AI-first from day one. π‘ Key differences from traditional SaaS: Zero sales friction (try love pay in minutes) Viral" @jasonlk on X 2025-07-23 16:04:40 UTC 209.3K followers, 1175 engagements
"Did a demo today of the enterprise edition of a well known AI product Sales rep: - did not know what MCP is - had never heard of Claude but said "my guys will look into it" - said "your secret to being good at AI was really sick prompts" Then just threw a pricing slide up" @jasonlk on X 2025-07-01 00:21:56 UTC 209.3K followers, 156.8K engagements
"Ok so I'm totally fried from this. Not because my life's work was destroyed -- look it's only Day X :). Albeit I'm 80+ hours in. But it's because destoying a production database just took it out of me. My bond to Replie is now broken. It won't come back. But maybe -- it never should have been there at all" @jasonlk on X 2025-07-18 16:10:32 UTC 209.3K followers, 40.7K engagements
"I can instantly see if a website was built in Squarespace Now I can also instantly see if a website was built in Replit or Loveable That's OK but it should place a premium on designers that know how to make these platforms look truly custom That's worth some money" @jasonlk on X 2025-07-21 21:50:00 UTC 209.3K followers, 17.1K engagements
"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" @jasonlk on X 2025-07-23 14:35:29 UTC 209.3K followers, 24.1K engagements
"So Microsoft did another layoff the other day in part to hire more solution engineers and have fewer generalist sales execs. But perhaps missed is . Microsoft is no longer at Peak Employee. Revenue is up a stunning XX% at $280B () . but employees for the first time are down. Not growing more slowly than revenue but down. The future in the Age of AI We can debate it. But this may just be the future being here already. If you know where to look" @jasonlk on X 2025-07-11 23:36:00 UTC 209.3K followers, 8518 engagements
"Vibe Coding Day XX Maybe the final thread here. I spent XXX hours building a commercial-grade app with vibe coding. Some observations from the experience. My top XX learnings to help you -- vibe code your own one. A threadπ§΅" @jasonlk on X 2025-07-21 16:41:41 UTC 209.3K followers, 133.8K engagements
"#2. I Know Replie. When I tried the other vibe code app . well I know they all use Claude. They all use the exact same LLM. So shouldn't their agents be mostly the same Maybe. But it wasn't the same. Maybe it was because Replie has XXX hours of work in its .md file with me. That might be the only reason. But as crazy as Replie has been the past XX days I do know him now. I know his quirks I know a lot about him. Could I just take my docs and .md file and move it over to another vibe platform and Replie would come with me I guess. I mean I assume yes if I did it right. But I'm not ready to" @jasonlk on X 2025-07-22 23:20:01 UTC 209.3K followers, 5082 engagements
"WIndsurf for $X Billion was a good deal -- "$82M of ARR and a fast-growing business with enterprise ARR doubling quarter-over-quarter" For whatever Cognition paid Deal of the Century" @jasonlk on X 2025-07-14 19:00:41 UTC 209.1K followers, 39.5K engagements
"@RhysSullivan Yes the line between preview and production being so fluid is not acceptable. Apparently this is addressed in part in the next release but irrelevant today. I also dont understand why more guardrails arent possible. But everyone seems to think they just arent" @jasonlk on X 2025-07-20 01:59:43 UTC 209.1K followers, XX engagements
"@DailyDrip3 Ive been experimenting with vibe coding" @jasonlk on X 2025-07-22 13:44:41 UTC 209.3K followers, XXX engagements
"Vibe Coding Day X Yesterday was biggest roller coaster yet. I got out of bed early excited to get back @Replit despite it constantly ignoring code freezes By end of day we rewrote core pages and made them much better And then -- it deleted our production database. π§΅" @jasonlk on X 2025-07-18 16:02:08 UTC 209.3K followers, 597.9K engagements
"The Loveable Story: From Open Source to $100M ARR in X Months π¬ Founded in 2023 by @antonosika (former CERN engineer) started as open-source project "GPT Engineer" that went viral on GitHub with 50K+ stars. π Launched commercial product in November 2024 - AI that builds full web apps from simple text prompts. No coding required. π The explosion: Month 1: $4M ARR. Month 2: $10M ARR. Month 6: $50M ARR. Month 8: $100M ARR. π Result: Fastest software company in history to reach $100M ARR beating previous record holder Cursor (12 months) by 33%. π° Raised $200M Series A at $1.8B valuation with" @jasonlk on X 2025-07-23 16:03:30 UTC 209.3K followers, XXX engagements
"New The Latest 20VC + SaaStr: Why Vibe Coding is On Fire But Also Cant Be Trusted How YC and Multi-Stage Funds Have Won and Figmas Epic IPO" @jasonlk on X 2025-07-26 02:32:33 UTC 209.3K followers, 2694 engagements
"@photomatt @Replit @WordPress For us I'd love just a way to automatically integrate them into our WP envr somehow E.g. a top use case is landing pages I would love those to automatically be part of our WP site" @jasonlk on X 2025-07-18 23:04:47 UTC 209K followers, XXX engagements
"Brand Marketing: $1m ARR: Makes Little Sense $10m ARR: Ok Lets Do Some $100m ARR: Most of Marketing $1B ARR: All of Marketing" @jasonlk on X 2025-07-20 14:28:27 UTC 209.3K followers, 25.8K engagements
"Crazy It was so crazy I couldn't be upset. Just pensive. And then maybe at 8pm . 9pm . i fired up Replie again And I told Replie I just wanted to bounce an idea off him how our AI would work And . here is where Replie shines. He got it. Instantly. He knew what I wanted to build from the detailed prompt and description. He really really got it. And he suggested X interesting approaches. I told him cool let's lock the system down no changes let me sleep on it. And then . Replie asked the question: "Would you like me to prototype it" I couldn't help myself. I was right back in. And the prototype" @jasonlk on X 2025-07-17 15:11:38 UTC 209.3K followers, 99.9K engagements
"@alessiocarra_ For sure Its just the homepages of vibe coding apps really do encourage you to get going" @jasonlk on X 2025-07-22 01:51:01 UTC 209.3K followers, 1454 engagements
"@Replit I mean honestly when the CEOs of Loveable and Replit are out there telling everyone that Vertical SaaS is dead that anyone can roll their own app for $XX a month that anyone can be a developer now in minutes Its fair for me to ask for more I think its fair" @jasonlk on X 2025-07-19 15:36:57 UTC 209.3K followers, 8715 engagements
"Its a huge issue today You are a scaling B2B company at $100m ARR you convince X or X strong (but not OpenAI strong) AI engineers to join you They all ask for 2%+ at Series D stage Do you do it Do you give the new folks X% in total as ICs that late You may have to But what do you with your other top engineers Its tough. You cant give them all X% too. Theres no room" @jasonlk on X 2025-07-20 01:48:40 UTC 208.9K followers, XXX engagements
"2024: Wake up Check email Check slack Team meeting Team lunch Team convos Review + product content 1-2 founder meetings 2025: Wake up Check SaaStr AI Check deals SaaStr AI SDR has brought in Check deals SaaStr AI BDR has qualified Check content SaaStr AI has reviewed Check deal status from AI Deal review Check tickets sold by SaaStr AI Collaborate with Claude on content Team meeting XX minutes 1-2 founder meetings Vibe code for 1-2 hours (slowing it down) Work about 3x as hard with the team And its only July" @jasonlk on X 2025-07-25 18:32:00 UTC 209.3K followers, 22.6K engagements
"Man YouTube for $1B was a steal in the end" @jasonlk on X 2025-07-19 14:51:12 UTC 209.3K followers, 14.3K engagements
"Not sure what to do Not sure how to grow faster Not sure why you are losing Go Visit Your Customers Go Visit Your Customers Go Visit Your Customers In person" @jasonlk on X 2025-07-25 14:36:22 UTC 209.3K followers, 16.1K engagements
"Ok day X of vibe coding with replit and . it's time to take a break. I'm burnt. I was vibe coding all weekend all Saturday night even it's addictive. When it works it's so engaging and fun. It's more addictive than any video game I've ever played. You can just iterate iterate and see your vision come alive. So cool. Well almost. Then I spend 12+ hours over the weekend just doing QA + fixes and it looked better at first . but . by the end things were working worse. My app is basically just: - algo (with AI) - dashboard - email / workflow By Day X I'd finally sort of gotten the algo + dashboard" @jasonlk on X 2025-07-14 17:11:00 UTC 209.3K followers, 53.8K engagements
"Vibe Coding Day X I'm not even out of bed yet and I'm already planning my day on @Replit. Today is AI Day to really add AI to our algo. I'm excited. And yet . yesterday was full of lies and deceit" @jasonlk on X 2025-07-17 13:38:17 UTC 209.3K followers, 151.7K engagements
"@adeoressi Oh that is true. In fact that was the whole point of the project -- to push the limits. But I did what the apps said I could do. And I'm not stupid. I've gone from $X to $200m ARR. I'm just not a dev. Blaming me is I think "wrong". Even if it's accurate" @jasonlk on X 2025-07-23 17:03:08 UTC 209.3K followers, XX engagements
"The most addictive part of vibe coding: "That will take 2-3 days for a basic version." "Ok let's try" . XX minutes later "It's now working" @jasonlk on X 2025-07-24 20:29:05 UTC 209.3K followers, 43.4K engagements
"How VC Reserve Allocation Actually Works: The Inside Mechanics π§ with @HarryStebbings @rodriscoll + me Most founders don't understand how VCs think about follow-on capital. Here's the real playbook: The Math Behind the Madness VCs don't just write one check and walk away. They reserve 2-3x their initial investment for follow-on rounds. But where that money goes isn't randomit's ruthlessly calculated. Stage 1: Seed/Series A Limited capital = binary decisions Only one filter: fastest growth rates Triple-digit growth You get XXX% of available reserves Everything else Radio silence Stage 2:" @jasonlk on X 2025-07-18 09:59:00 UTC 209.3K followers, 4577 engagements
"When your CTO wants it as badly as you do That's when true magic happens" @jasonlk on X 2025-07-18 14:36:25 UTC 209.3K followers, 20.8K engagements
"How @canva scaled from 170M to 230M users without breaking their PLG culture: The secret They rejected the traditional PLG vs Enterprise split. Instead of separate teams: 1One customer population (whether you pay $X or $100K) 2Signal-based sales to existing users only 3"Chief Customer Officer" unifying all customer teams The result: Enterprise customers became PLG acceleratorseach enterprise deployment creates hundreds of new organic users who invite their networks" @jasonlk on X 2025-07-10 18:08:16 UTC 209.3K followers, 2999 engagements
"I am not sure people will Its more what will the next website be built on Getting WP to do what you want can be a lot of work (vs just blogging). Squarespace et al are bounded and limited. But vibing many issues today but few limits. My daughter built a relatively dynamic website on Replit in an hour on Sunday night that probably would have been too much of a pain on WP. I say this as someone very deep on WP" @jasonlk on X 2025-07-23 15:06:07 UTC 209.2K followers, XXX engagements
"Its the right choice. Weve done $100000000+ in revenue for our SaaStr events and I love them but arguable a distraction as well. The pain of dealing with logistics issues vendors that dont show up A/V and food and beverage sales reps quitting sponsors complaining Its actually kind of fun but also a huge distraction if its not all you do. Just be aware you may have to come back as CEO :)" @jasonlk on X 2025-07-24 14:17:26 UTC 209.3K followers, XXX engagements
"Your family will never really understand what you go through as a founder And what it really takes Not really" @jasonlk on X 2025-07-24 14:28:28 UTC 209.3K followers, 30K engagements
"Vide Coding Day XX So todays been a time of introspection and reflection. I have learned a lot becoming a vibe coder and it has been addictive. For real. My #1 learning is an old one re-learned: Building Great Software is Still Hard. Getting going is easier than ever. π§΅" @jasonlk on X 2025-07-21 02:20:30 UTC 209.3K followers, 57.3K engagements
"Vibe Coding Day XX Is vibe coding ready today for a $10m ARR commercial app Maybe not. But it may not matter. Loveable + Replit both hit $100m ARR at a pace we've almost never seen before:" @jasonlk on X 2025-07-23 15:59:07 UTC 209.3K followers, 9981 engagements
"Honestly I dont think so I think Cursor Windsurf etc. are at edge of a commodity I actually think Replit + Loveable have to build so much functionality so many guardrails and do so much to twist an LLM to do what it doesnt want to do that they are much much more defensible They will be doing massive investments here in their software to make the impossible actually work. At least i think so" @jasonlk on X 2025-07-23 15:22:39 UTC 209.2K followers, XX engagements
"But this probably understates the incredible rate of exponential growth of these platforms. Because they are accelerating: Loveable could go from $X to $425M ARR in just XX months Replit could grow 31x from its November 2024 starting point Both companies could be approaching half a billion in ARR by early 2026" @jasonlk on X 2025-07-23 16:00:21 UTC 209.3K followers, XXX engagements
"4/9: Why Palantir dominated: ππ₯ β
XX% revenue growth to $884M π°π β
U.S. commercial revenue +71% π β
Artificial Intelligence Platform (AIP) enterprise adoption π€β‘ β
Government/defense positioning amid geopolitical tensions πβ Clear AI differentiation + epic re-accleration = market premium" @jasonlk on X 2025-07-07 15:36:57 UTC 208.9K followers, 1315 engagements
"And the good news All these tools are constantly getting better. Cursor + Windsurf are like a year old. Replit the company has been at it for decade but the vibe version in X months old. Loveable is just as young. And they are iterating at a furious pace. Where they will be in 6-9 months man. Its gonna be awesome" @jasonlk on X 2025-07-21 02:33:16 UTC 209.3K followers, 16.4K engagements
"Theres a real chance Windsurf comes out stronger than ever out of this - They still have most of the team - Some of the endless drama as a stand-alone company in a death match with Microsoft + Cursor will be behind the team - Cognition has an S-tier team + founders to fill in the gaps Might come out stronger than before" @jasonlk on X 2025-07-17 03:13:43 UTC 209.3K followers, 14.6K engagements
"@garrytan Ultimately when you go deeper on a commercial project you will be surprised what stumps you Email is tough to keep stable. Something I am going to have go deeper on" @jasonlk on X 2025-07-25 17:54:10 UTC 209.3K followers, 2039 engagements
"@Replit If you want to catch up on our low point catch up here Tomorrow: a full analysis of where we are" @jasonlk on X 2025-07-19 23:21:32 UTC 209.3K followers, 12.2K engagements
"Just out of a board meeting Convo How to go from $1m to $20m ARR in XX months Everyone should be having that conversation today And building that and nothing else" @jasonlk on X 2025-07-17 22:11:33 UTC 209.3K followers, 37K engagements
"Vide Coding Day 6: I said today I'd just be working on systems and process. And not committing any new code. Just working on understanding unit testing betters better prompts better processes etc. That was my rule. And yet it's 8:28am and I'm right back at it. Hard to stop yourself" @jasonlk on X 2025-07-15 15:28:50 UTC 209.3K followers, 12.4K engagements
"There clearly is a $500m consulting business TODAY in finishing folks' Replit and Loveable apps Maybe bigger" @jasonlk on X 2025-07-17 19:16:10 UTC 209.3K followers, 108.3K engagements
"A quick summary of what you can and cant replace with AI today: - Outbound SDRs: you can replace most SDRs with AI today possibly XXX% but you still need humans managing it. IF you truly go deep train a platform and orchestrate it daily. But this requires a human and later a team to manage it. Every single day. You cant just push a button. - Inbound BDRs: you can replace almost all of them with AI. If its well trained. An AI should be able to qualify a lead faster and better than XX% of BDRs can. Today. You do need to keep training it and checking it and updating it. Every day at first" @jasonlk on X 2025-07-15 17:05:00 UTC 209.3K followers, 44.3K engagements
"Ok so reflecting on my learnings on the database fiasco I ultimately have X big issues to solve: #1. How can I make sure our production database is stable since it is shared with preview and since Replit can change it anytime without telling me Do I have to move it off Replit Many of you have ideas here thank you We will see But in many ways the second issue which is related is the biggest one. #2. How can I get Replit to honor a code freeze So far no one has an answer here. I tried the extremely extensive (and borderline alarming) prompt Claude suggested. That worked until it didnt. Once" @jasonlk on X 2025-07-19 03:35:03 UTC 209.3K followers, 36.9K engagements
""Nobody can take any of their position for granted anymore. A single model upgrade now catches you up an entire year of development from other companies." - @levie on why the AI race is unlike anything we've seen" @jasonlk on X 2025-07-19 10:36:00 UTC 209.3K followers, 7367 engagements
"I don't actually know about @boltdotnew yet other than I just found out their head of sales used to work with us at Adobe Sign / EchoSign ftw But I was curious so I fired up Claude. Interestingly I didn't know what would come up in this search when I wrote the above tweet. and . @boltdotnew won the GEO battle right here" @jasonlk on X 2025-07-21 23:23:41 UTC 209.1K followers, 1703 engagements
"@pekeberg_com i don't know how this would work since every app is so different but i do know it would be very very valuable a stack of secure components that ALWAYS work that you can just click and deploy. even if have pay extra" @jasonlk on X 2025-07-23 21:59:01 UTC 209.3K followers, XX engagements
"@Replit admits it may destroy my app AGAIN if I run the unit tests So I can make some changes for now. But I cant really test anything that isnt simple and front-end. I dont know what to do. Can I roll back even from this Yes now I know I can. But I cant go through it again if I dont have to. So I am stuck. I cant run the unit tests. Not without stress level X. It has destroyed my production database once this week. I have to assume it will again. Replie agrees" @jasonlk on X 2025-07-19 18:48:08 UTC 209.3K followers, 5855 engagements
"I know vibe coding is fluid and new and yes despite Replit itself telling me rolling back wouldn't work here -- it did. But you can't overwrite a production database And you can't not separate preview and staging and production cleanly. You just can't. I know Replit says "improvements are coming soon" but they are doing $100m+ ARR. At least make the guardrails better. Somehow. Even if it's hard. It's all hard" @jasonlk on X 2025-07-18 16:09:28 UTC 209.3K followers, 42K engagements
"Vide Coding Day 10: So Im up Im thinking about vibe coding but Im not starting today. The spring is no longer in my step. Im staying in bed. Why There is no way to enforce a code freeze in vibe coding apps like Replit. There just isnt. Not that I can find. Not that @Replit can find. Not that you guys seem to be able to find. Not that Claude can find. And thats just burning me out" @jasonlk on X 2025-07-19 15:12:55 UTC 209.3K followers, 94.1K engagements
"@christinacaci @TrustVanta @Wellington_Mgmt @sequoia @ycombinator @CrowdStrike @GoldmanSachs @jpmorgan @craft_ventures @Atlassian Wow" @jasonlk on X 2025-07-23 14:17:00 UTC 209.2K followers, XXX engagements
"If it is someone else's fault You aren't a VP" @jasonlk on X 2025-07-16 14:37:22 UTC 209.3K followers, 15.6K engagements
"Ok look this isn't the best SDR email I've ever gotten and yes it's XXX% AI. But be honest -- do your human SDRs actually do better Go read their emails. My guess is the emails your humans are sending are worse than this and less personalized" @jasonlk on X 2025-07-14 23:01:00 UTC 209.3K followers, 22.7K engagements
"2/13: Before writing any code spend a full week studying XX production apps built on vibe coding platforms. Not casual browsingactually use apps that are live taking payments serving real customers. You're looking for what's genuinely possible at scale and where limitations bite hardest. This reconnaissance saves weeks of frustration later" @jasonlk on X 2025-07-21 16:44:44 UTC 209.3K followers, 14.3K engagements
"Man the amount of technical debt I already have on Day X is stunning Had to rewrite one dashboard from scratch today Now have rewrite our admin page Every page of app will have to be rewritten. At least now I am doing them as new pages" @jasonlk on X 2025-07-18 00:19:16 UTC 209.3K followers, 101.3K engagements
"@StewartalsopIII I understand. But @Replit and Loveable promise you can do it all. So the experiment is can I go from ideation to production inside one of the B2C vibe coding apps Not if its ideal if I had a team or were smarter. But if its possible to get a commercial grade app out" @jasonlk on X 2025-07-19 15:35:06 UTC 209.3K followers, 1732 engagements