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Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk on x 209.7K followers
Created: 2025-07-23 16:08:00 UTC
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 $X to $425M in just XX 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 XX 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.
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