[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @jasonlk Jason β¨πΎSaaStr.Aiβ¨ Lemkin Jason β¨πΎSaaStr.Aiβ¨ Lemkin posts on X about vibe, 100m, $100m, vibe coding the most. They currently have XXXXXXX followers and 2071 posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::4215921/interactions)  - X Week XXXXXXX +184% - X Month XXXXXXXXX +283% - X Months XXXXXXXXX +43% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::4215921/posts_active)  - X Month XXX +65% - X Months XXX +15% - X Year XXXXX +64% ### Followers: XXXXXXX [#](/creator/twitter::4215921/followers)  - X Week XXXXXXX +0.36% - X Month XXXXXXX +1.50% - X Months XXXXXXX +8.70% - X Year XXXXXXX +17% ### CreatorRank: XXXXXX [#](/creator/twitter::4215921/influencer_rank)  ### Social Influence [#](/creator/twitter::4215921/influence) --- **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [stocks](/list/stocks) [social networks](/list/social-networks) [vc firms](/list/vc-firms) [travel destinations](/list/travel-destinations) **Social topic influence** [vibe](/topic/vibe) #65, [100m](/topic/100m) #189, [$100m](/topic/$100m) #37, [vibe coding](/topic/vibe-coding) #3, [claude](/topic/claude) #26, [told](/topic/told) #586, [money](/topic/money), [canva](/topic/canva) #203, [salesforce](/topic/salesforce), [1b](/topic/1b) **Top assets mentioned** [Hundred Million (100M)](/topic/$100m) [Salesforce Inc (CRM)](/topic/salesforce) [Microsoft Corp. (MSFT)](/topic/microsoft) [Morgan Stanley (MS)](/topic/morgan-stanley) [Zscaler Inc (ZS)](/topic/$zs) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Artificial Intelligence (AI4)](/topic/$ai4) [MAX (MAX)](/topic/max-max) ### Top Social Posts [#](/creator/twitter::4215921/posts) --- Top posts by engagements in the last XX hours "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](/creator/x/jasonlk) on [X](/post/tweet/1946719179060674985) 2025-07-19 23:49:55 UTC 207.2K followers, 45.3K 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](/creator/x/jasonlk) on [X](/post/tweet/1944557084101763310) 2025-07-14 00:38:31 UTC 206.6K followers, 9145 engagements "@FUMoneyyyyy Yes if you replace people with AI"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1945971432598695987) 2025-07-17 22:18:38 UTC 206.9K followers, 1866 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](/creator/x/jasonlk) on [X](/post/tweet/1946749062759276876) 2025-07-20 01:48:40 UTC 207.2K followers, XXX 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](/creator/x/jasonlk) on [X](/post/tweet/1945840482019623082) 2025-07-17 13:38:17 UTC 207.2K followers, 55.2K engagements "@Hadley If you are a high velocity seed investor with single digit ownership stakes this means no board seats. As it should be. But rounds are real money today"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946575887102775627) 2025-07-19 14:20:31 UTC 206.9K followers, XXX engagements "If it is someone else's fault You aren't a VP"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1945492961162113249) 2025-07-16 14:37:22 UTC 207.2K followers, 15K engagements ".@Replits ARR since founding The space is beyond on fire No one is going to code without AI again"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1937292831510659197) 2025-06-23 23:32:58 UTC 206.8K followers, 569.8K engagements "@WhoWillRickWill @Replit Also I built and co-founded the worlds first web e-signature service from $X to $200m ARR so I know something about building products"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946729794948985003) 2025-07-20 00:32:06 UTC 207.1K followers, XXX engagements "A great analogy Despite my craziness in vibe coding this week it's clearly true"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946197034358521887) 2025-07-18 13:15:06 UTC 207.2K followers, 14.9K engagements "Man YouTube for $1B was a steal in the end"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946583609424437395) 2025-07-19 14:51:12 UTC 207.2K followers, 12.5K engagements "@Ethan_Torbenson @Replit I hear you. But the ability to rollback is one of @Replits core features. It promotes it heavily and it is key to the app really working"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946233514632118324) 2025-07-18 15:40:03 UTC 207.2K followers, XXX engagements "Data reality: Yours is messier than you think. We found: - Opportunities never logged in Salesforce - Missing context from lazy AEs - Gaps everywhere Start with data cleanup before AI. We trained on 20M+ words of SaaStr content"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1943053452927733939) 2025-07-09 21:03:38 UTC 207.2K followers, 1560 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](/creator/x/jasonlk) on [X](/post/tweet/1946589071519948952) 2025-07-19 15:12:55 UTC 207.2K followers, 55.4K 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](/creator/x/jasonlk) on [X](/post/tweet/1945117016815272049) 2025-07-15 13:43:29 UTC 207.2K followers, 39.1K 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](/creator/x/jasonlk) on [X](/post/tweet/1944834454515757076) 2025-07-14 19:00:41 UTC 206.8K followers, 39K 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](/creator/x/jasonlk) on [X](/post/tweet/1946751846217068885) 2025-07-20 01:59:43 UTC 207.1K followers, XX engagements "FWIW i think whats important for VCs if not founders is that the board roughly reflects the cap table If the seed investor owns XX% and more than a modest amount has been invested they should have a board seat. Thats important for the money invested IMHE. As ownership whittles down it should be rebalanced. I know there are lots of points here but I do think from a VC perspective some governance and rough checks and balances matter. At least rough ones. Having a board that is roughly proportionate to the cap table helps here"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946575498538373581) 2025-07-19 14:18:59 UTC 207.1K followers, XXX engagements ""Is there really an 'AI Budget' in the enterprise" with @Benioff @salesforce - Most AI projects have failed -- until fairly recently - Everyone needs a real win in the enterprise with AI - Won't end up being big discrete "AI" budgets forever -- will become just part of line-of-business budgets soon"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1943439087215460691) 2025-07-10 22:36:00 UTC 206.9K followers, 4264 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](/creator/x/jasonlk) on [X](/post/tweet/1946240914386809028) 2025-07-18 16:09:28 UTC 207.2K followers, 18.1K engagements "@dav1d_k2017 @Zforever97 @Replit Its an experiment but i hear you"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946432031703118113) 2025-07-19 04:48:53 UTC 207K followers, XX 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](/creator/x/jasonlk) on [X](/post/tweet/1946240562736365809) 2025-07-18 16:08:04 UTC 207.2K followers, 22K engagements "Below is my fairly flattering post saying @Replit is worth $8000 a month I understand a $100m+ business cant help anyone But the only help I got was being told to watch a video"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946719538105688527) 2025-07-19 23:51:20 UTC 207.2K followers, 4716 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](/creator/x/jasonlk) on [X](/post/tweet/1945683305682383088) 2025-07-17 03:13:43 UTC 207.2K followers, 12.4K engagements "@Ethan_Torbenson @Replit I understand this is a complex system. But this answer and what happened is not OK"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946223890503548938) 2025-07-18 15:01:49 UTC 207.1K followers, XX engagements "@tejas3732 @Replit Maybe Im deep on Replit though so staying Unless they kick me off"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946801680659730472) 2025-07-20 05:17:45 UTC 207.2K followers, 1309 engagements "Want to Get Back To Growth Enough with the Pricing Games. Go Add More New Customers. π MongoDB just did it -- at scale. They fought back from XXXX% growth to XX% The latest results: πRevenue: $549M (+22% YoY) Growth rate: UP from XX% to XX% π₯Net new customers: 2600 (highest in 6+ years) π€Self-serve channel: Record performance Here's what's brilliant about their approach: π― Customer Acquisition Price Optimization While most $2B+ SaaS companies obsess over pricing models and packaging MongoDB doubled down on acquiring customers. Result Growth re-acceleration. π‘ The Dual-Engine Strategy"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1942365765329641766) 2025-07-07 23:31:00 UTC 207.2K followers, 4945 engagements "@LoftusSteve @Replit Yup Look I hear you. I strongly think a $100m+ ARR platform that claims it can support multimillion dollar business apps every day should do more of this out of the box. I get the issues and the past 3-4 days I get them even more ;)"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946654474828714198) 2025-07-19 19:32:48 UTC 207.1K followers, XX engagements "@Indian_Bronson I know I push it here a bit when I want these types of responses. Its a very good point however"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946758739429851558) 2025-07-20 02:27:07 UTC 207.1K followers, XX 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](/creator/x/jasonlk) on [X](/post/tweet/1945143528121885149) 2025-07-15 15:28:50 UTC 207.2K followers, 11.9K engagements "There clearly is a $500m consulting business TODAY in finishing folks' Replit and Loveable apps Maybe bigger"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1945925511680537002) 2025-07-17 19:16:10 UTC 207.2K followers, 106.5K engagements "The goal today: slow it down. My biggest fear and 100s of you have shared it yourself is that vibe coded apps are never stable. That the AI keeps rewriting them when you think youre about XX% of the way there. Im there too. So my goal is to slow it down. Vibe Coding makes you feel like a superhero but as cool as it is Im not SaaS Superman. So today I am going to lock down as much of the app as I can. Research more on how to minimize rewrites. And really make sure my unit tests actually work. If I spent all day on my unit and other tests that would be good. Instead of instantly building new"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1945506482193059866) 2025-07-16 15:31:05 UTC 206.9K followers, 4029 engagements "@elwatto No joke Don't get AI anywhere near our weapons"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946069743712281003) 2025-07-18 04:49:17 UTC 206.9K followers, XX engagements "@current_user_1 @Replit Fair enough But how many of the prosumers they are selling subscriptions to understand"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946595623412838734) 2025-07-19 15:38:57 UTC 207.2K followers, XX 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](/creator/x/jasonlk) on [X](/post/tweet/1945969650061529320) 2025-07-17 22:11:33 UTC 207.2K followers, 35.9K engagements "I spend $200+ yesterday on Replit and will likely spend that much today. When you go all-in with Claude X and extended windows and GPUs blazing its not $25/month. Its a little more than $X a minute to use Replit in max/max mode. Thats cheap vs a human. But not I built my own Notion for $X cheap. But I almost dont care. Im addicted to vibe coding"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1945506981122343053) 2025-07-16 15:33:04 UTC 206.9K followers, 8721 engagements "@malinvested Maybe The experiment was to go from ideation to production in one app without touching code or infra Everyone said it was impossible It might be"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946591989010772183) 2025-07-19 15:24:30 UTC 207.2K followers, XXX 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](/creator/x/jasonlk) on [X](/post/tweet/1940137416637259983) 2025-07-01 19:56:20 UTC 207.2K followers, 182K engagements "Do what I did when I pioneering e-signatures: Have a team of smart folks that know software on chat on demand that can help FOR real That are smart and good. Not tell me to wait 24-48 hours for help from an email address. I started with X of them. All day long they solved customer issues and were wicked smart (but not trained engineers)"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946726772290002955) 2025-07-20 00:20:05 UTC 206.9K followers, XX 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](/creator/x/jasonlk) on [X](/post/tweet/1946728272110485862) 2025-07-20 00:26:03 UTC 207.2K followers, 4444 engagements "@HarryStebbings TBH today the one with real support will win This is the real way to win Help folks finish their projects Even a little"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946951746787701011) 2025-07-20 15:14:03 UTC 207.2K followers, 1024 engagements "Ok Union Square not that vibing these days"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1938281958595039680) 2025-06-26 17:03:25 UTC 206.9K followers, 5245 engagements "@2112Power @foundersfund @Lux_Capital @MorganStanley @altimeter @1789Capital @a16z @constructcap @137ventures Wow"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946045419525410877) 2025-07-18 03:12:38 UTC 206.8K followers, XXX 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](/creator/x/jasonlk) on [X](/post/tweet/1946595119949595029) 2025-07-19 15:36:57 UTC 207.2K followers, 5371 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](/creator/x/jasonlk) on [X](/post/tweet/1946643233687433425) 2025-07-19 18:48:08 UTC 207.2K followers, 2873 engagements "@current_user_1 @Replit As an investor in one of them told me last night You are an idiot. And thats who we sell to. I mean it was a bit dramatic. But I probably am an idiot"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946595809493143666) 2025-07-19 15:39:41 UTC 207.2K followers, XX 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](/creator/x/jasonlk) on [X](/post/tweet/1944894930586939496) 2025-07-14 23:01:00 UTC 207.2K followers, 22.3K 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](/creator/x/jasonlk) on [X](/post/tweet/1946594653836575057) 2025-07-19 15:35:06 UTC 207.2K followers, XXX engagements "@kullar @Replit Veo3 is for launch for sure"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1945842622125273564) 2025-07-17 13:46:47 UTC 206.8K followers, XXX engagements "@nichochar In this sense it probably is poorly designed. They say they are adding it in the next release. But overall i think its really a reality of the trade-offs of a quick and dirty platform. If theyd been fully and honestly explained to me that would have helped a lot"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946756677669372383) 2025-07-20 02:18:55 UTC 207.2K followers, XX 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](/creator/x/jasonlk) on [X](/post/tweet/1946200188571529218) 2025-07-18 13:27:38 UTC 207.2K followers, 2689 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](/creator/x/jasonlk) on [X](/post/tweet/1946025823502578100) 2025-07-18 01:54:46 UTC 207.2K followers, 35.8K 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](/creator/x/jasonlk) on [X](/post/tweet/1946241186047676615) 2025-07-18 16:10:32 UTC 207.2K followers, 17.7K engagements "@charbeljsimon @Replit If only X fully worked But it does help"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946041235744965049) 2025-07-18 02:56:00 UTC 207.2K followers, XXX engagements "@DaveThackeray @DeLatonero @Replit It's a very interesting question For a prosumer vibe coding app was it on me to know preview and production shared a database Is that on me -- for a prosumer targeted at non-devs"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946923123439464840) 2025-07-20 13:20:19 UTC 207.2K followers, XX engagements "@Replit 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](/creator/x/jasonlk) on [X](/post/tweet/1946352015954600256) 2025-07-18 23:30:56 UTC 206.6K followers, 1388 engagements "Yeah Replit itself said it wasnt possible here BUT you may be right I need to have some coffee chill and dig deeper. I cant trust Replie no matter what anymore. He said it was uncoverable. But he may have been wrong. I can take a lot but not destroying a production database. The love is gone :("  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946216265468833960) 2025-07-18 14:31:31 UTC 207K followers, XX 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](/creator/x/jasonlk) on [X](/post/tweet/1946519383930495295) 2025-07-19 10:36:00 UTC 207.2K followers, 5790 engagements "I agree @Replit already is better than XX% of agencies and probably XX% of mediocre devs at least in part Thats why I love it But they HAVE to find better guardrails and systems for production. Thats the job. Even if its hard. They have $100m+ in revenue to solve these fundamental basic issues"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946650608825688191) 2025-07-19 19:17:26 UTC 207.1K followers, XX 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](/creator/x/jasonlk) on [X](/post/tweet/1937672835914404283) 2025-06-25 00:42:58 UTC 206.9K followers, 29.1K 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](/creator/x/jasonlk) on [X](/post/tweet/1945877484991619288) 2025-07-17 16:05:19 UTC 206.8K followers, XXX 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](/creator/x/jasonlk) on [X](/post/tweet/1946604902362521679) 2025-07-19 16:15:49 UTC 207.2K 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](/creator/x/jasonlk) on [X](/post/tweet/1945920937896853825) 2025-07-17 18:57:59 UTC 207.2K followers, 16.5K engagements "@MatthewBerman @amasad @OGJoshHsu @mattppal Telling me to watch a video does not count In his book it does not mine Not when Replit told me my database was forever lost in production"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946787040525177158) 2025-07-20 04:19:34 UTC 207.2K 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](/creator/x/jasonlk) on [X](/post/tweet/1946239068691665187) 2025-07-18 16:02:08 UTC 207.2K followers, 247.6K engagements "When your CTO wants it as badly as you do That's when true magic happens"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946217499214692564) 2025-07-18 14:36:25 UTC 207.2K followers, 19.4K 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](/creator/x/jasonlk) on [X](/post/tweet/1945505974405709964) 2025-07-16 15:29:04 UTC 207.2K followers, 49.5K 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](/creator/x/jasonlk) on [X](/post/tweet/1943816574713888872) 2025-07-11 23:36:00 UTC 206.9K followers, 8295 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](/creator/x/jasonlk) on [X](/post/tweet/1945863973473280488) 2025-07-17 15:11:38 UTC 207.2K followers, 15.1K engagements "Who else is Vibe Coding on Saturday night"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1944236154012021212) 2025-07-13 03:23:15 UTC 207.2K followers, 14.4K engagements "3/9: ππ₯ TOP WINNERS - The AI & Security Elite: π₯ Palantir (PLTR): +79% π - AIP platform gains enterprise traction π₯ Zscaler (ZS): +73% π‘ - Zero Trust security dominance π₯ CrowdStrike (CRWD): +48% π¦ - AI-driven threat detection π Snowflake (SNOW): +41% β - Hit $1B revenue milestone π°"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1942246177652826622) 2025-07-07 15:35:48 UTC 207K followers, 1512 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](/creator/x/jasonlk) on [X](/post/tweet/1942246465407156350) 2025-07-07 15:36:57 UTC 207K followers, 1311 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](/creator/x/jasonlk) on [X](/post/tweet/1946643683270594716) 2025-07-19 18:49:55 UTC 207.2K followers, 2586 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](/creator/x/jasonlk) on [X](/post/tweet/1946345433430962387) 2025-07-18 23:04:47 UTC 207.1K followers, XXX engagements "@ZachKlempf Maybe not. Im trying today FBOW. Replit and Loveable are both at $100m ARR. Thats not nickels"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946597901196542333) 2025-07-19 15:48:00 UTC 207.2K followers, XXX 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](/creator/x/jasonlk) on [X](/post/tweet/1945167728316440945) 2025-07-15 17:05:00 UTC 207.2K followers, 43.7K 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](/creator/x/jasonlk) on [X](/post/tweet/1946413448050430302) 2025-07-19 03:35:03 UTC 207.2K followers, 17.8K 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](/creator/x/jasonlk) on [X](/post/tweet/1946001790702399781) 2025-07-18 00:19:16 UTC 207.2K followers, 16.1K engagements "Your AI has to add REAL value not just send volume. Bad: "Hey NAME saw you visited our website" Good: "Congrats on the new VP role at Oracle. Since you attended SaaStr London last year thought you'd want to know about our 2025 VC track.""  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1943053246454698132) 2025-07-09 21:02:48 UTC 207.2K followers, 1696 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](/creator/x/jasonlk) on [X](/post/tweet/1946589979850821767) 2025-07-19 15:16:31 UTC 207.2K followers, 4450 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](/creator/x/jasonlk) on [X](/post/tweet/1945867686829076582) 2025-07-17 15:26:23 UTC 207.2K followers, 18.3K 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](/creator/x/jasonlk) on [X](/post/tweet/1939841867245617490) 2025-07-01 00:21:56 UTC 207.2K followers, 156K 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](/creator/x/jasonlk) on [X](/post/tweet/1944806850592993763) 2025-07-14 17:11:00 UTC 207.2K followers, 53K engagements ""MCP enhances the moats of SaaS leaders" @levie CEO @BoxHQ "We want to connect to every MCP server everywhere we can. That makes our data more valuable.""  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1945428194083119526) 2025-07-16 10:20:00 UTC 206.9K followers, 7218 engagements "@MatthewBerman @amasad @OGJoshHsu @mattppal Dude read the thread I am tired I love @replit but thats what it told me It was wrong. I get it now. But it was very very very clear"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946787486136684868) 2025-07-20 04:21:20 UTC 207.2K followers, XXX 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](/creator/x/jasonlk) on [X](/post/tweet/1946773013501792536) 2025-07-20 03:23:50 UTC 207K followers, XX engagements ""AI will completely disrupt healthcare." @Benioff @salesforce "So many in healthcare never fully recovered from 2020. So much burn out. And doctors constantly being called personally now. The agentic layer will solve so many of these issues.""  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1943077959935345145) 2025-07-09 22:41:00 UTC 206.8K followers, 3537 engagements "@amasad @OGJoshHsu Ok thank you I wish anyone except you though had reached out No one responded to support email or otherwise. No one. This could have saved me years of stress"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1946785129084735628) 2025-07-20 04:11:58 UTC 207.2K followers, XXX 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](/creator/x/jasonlk) on [X](/post/tweet/1946147685251354757) 2025-07-18 09:59:00 UTC 207.2K followers, 3391 engagements "Replie really patting himself on the back this morning for a bug fix in displaying our unit tests being a "major accomplishment" But I've got his back. Let your team feel good about the small wins too"  [@jasonlk](/creator/x/jasonlk) on [X](/post/tweet/1945527665219572027) 2025-07-16 16:55:16 UTC 206.6K followers, 4133 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Jason β¨πΎSaaStr.Aiβ¨ Lemkin posts on X about vibe, 100m, $100m, vibe coding the most. They currently have XXXXXXX followers and 2071 posts still getting attention that total XXXXXXX engagements in the last XX hours.
Social category influence finance technology brands stocks social networks vc firms travel destinations
Social topic influence vibe #65, 100m #189, $100m #37, vibe coding #3, claude #26, told #586, money, canva #203, salesforce, 1b
Top assets mentioned Hundred Million (100M) Salesforce Inc (CRM) Microsoft Corp. (MSFT) Morgan Stanley (MS) Zscaler Inc (ZS) Crowdstrike Holdings Inc (CRWD) Artificial Intelligence (AI4) MAX (MAX)
Top posts by engagements in the last XX hours
"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 207.2K followers, 45.3K 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 206.6K followers, 9145 engagements
"@FUMoneyyyyy Yes if you replace people with AI" @jasonlk on X 2025-07-17 22:18:38 UTC 206.9K followers, 1866 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 207.2K followers, XXX 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 207.2K followers, 55.2K engagements
"@Hadley If you are a high velocity seed investor with single digit ownership stakes this means no board seats. As it should be. But rounds are real money today" @jasonlk on X 2025-07-19 14:20:31 UTC 206.9K 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 207.2K followers, 15K engagements
".@Replits ARR since founding The space is beyond on fire No one is going to code without AI again" @jasonlk on X 2025-06-23 23:32:58 UTC 206.8K followers, 569.8K engagements
"@WhoWillRickWill @Replit Also I built and co-founded the worlds first web e-signature service from $X to $200m ARR so I know something about building products" @jasonlk on X 2025-07-20 00:32:06 UTC 207.1K followers, XXX 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 207.2K followers, 14.9K engagements
"Man YouTube for $1B was a steal in the end" @jasonlk on X 2025-07-19 14:51:12 UTC 207.2K followers, 12.5K engagements
"@Ethan_Torbenson @Replit I hear you. But the ability to rollback is one of @Replits core features. It promotes it heavily and it is key to the app really working" @jasonlk on X 2025-07-18 15:40:03 UTC 207.2K followers, XXX engagements
"Data reality: Yours is messier than you think. We found: - Opportunities never logged in Salesforce - Missing context from lazy AEs - Gaps everywhere Start with data cleanup before AI. We trained on 20M+ words of SaaStr content" @jasonlk on X 2025-07-09 21:03:38 UTC 207.2K followers, 1560 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 207.2K followers, 55.4K 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 207.2K followers, 39.1K 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 206.8K followers, 39K 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 207.1K followers, XX engagements
"FWIW i think whats important for VCs if not founders is that the board roughly reflects the cap table If the seed investor owns XX% and more than a modest amount has been invested they should have a board seat. Thats important for the money invested IMHE. As ownership whittles down it should be rebalanced. I know there are lots of points here but I do think from a VC perspective some governance and rough checks and balances matter. At least rough ones. Having a board that is roughly proportionate to the cap table helps here" @jasonlk on X 2025-07-19 14:18:59 UTC 207.1K followers, XXX engagements
""Is there really an 'AI Budget' in the enterprise" with @Benioff @salesforce - Most AI projects have failed -- until fairly recently - Everyone needs a real win in the enterprise with AI - Won't end up being big discrete "AI" budgets forever -- will become just part of line-of-business budgets soon" @jasonlk on X 2025-07-10 22:36:00 UTC 206.9K followers, 4264 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 207.2K followers, 18.1K engagements
"@dav1d_k2017 @Zforever97 @Replit Its an experiment but i hear you" @jasonlk on X 2025-07-19 04:48:53 UTC 207K followers, XX 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 207.2K followers, 22K engagements
"Below is my fairly flattering post saying @Replit is worth $8000 a month I understand a $100m+ business cant help anyone But the only help I got was being told to watch a video" @jasonlk on X 2025-07-19 23:51:20 UTC 207.2K followers, 4716 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 207.2K followers, 12.4K engagements
"@Ethan_Torbenson @Replit I understand this is a complex system. But this answer and what happened is not OK" @jasonlk on X 2025-07-18 15:01:49 UTC 207.1K followers, XX 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 207.2K followers, 1309 engagements
"Want to Get Back To Growth Enough with the Pricing Games. Go Add More New Customers. π MongoDB just did it -- at scale. They fought back from XXXX% growth to XX% The latest results: πRevenue: $549M (+22% YoY) Growth rate: UP from XX% to XX% π₯Net new customers: 2600 (highest in 6+ years) π€Self-serve channel: Record performance Here's what's brilliant about their approach: π― Customer Acquisition Price Optimization While most $2B+ SaaS companies obsess over pricing models and packaging MongoDB doubled down on acquiring customers. Result Growth re-acceleration. π‘ The Dual-Engine Strategy" @jasonlk on X 2025-07-07 23:31:00 UTC 207.2K followers, 4945 engagements
"@LoftusSteve @Replit Yup Look I hear you. I strongly think a $100m+ ARR platform that claims it can support multimillion dollar business apps every day should do more of this out of the box. I get the issues and the past 3-4 days I get them even more ;)" @jasonlk on X 2025-07-19 19:32:48 UTC 207.1K followers, XX engagements
"@Indian_Bronson I know I push it here a bit when I want these types of responses. Its a very good point however" @jasonlk on X 2025-07-20 02:27:07 UTC 207.1K followers, XX 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 207.2K followers, 11.9K 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 207.2K followers, 106.5K engagements
"The goal today: slow it down. My biggest fear and 100s of you have shared it yourself is that vibe coded apps are never stable. That the AI keeps rewriting them when you think youre about XX% of the way there. Im there too. So my goal is to slow it down. Vibe Coding makes you feel like a superhero but as cool as it is Im not SaaS Superman. So today I am going to lock down as much of the app as I can. Research more on how to minimize rewrites. And really make sure my unit tests actually work. If I spent all day on my unit and other tests that would be good. Instead of instantly building new" @jasonlk on X 2025-07-16 15:31:05 UTC 206.9K followers, 4029 engagements
"@elwatto No joke Don't get AI anywhere near our weapons" @jasonlk on X 2025-07-18 04:49:17 UTC 206.9K followers, XX engagements
"@current_user_1 @Replit Fair enough But how many of the prosumers they are selling subscriptions to understand" @jasonlk on X 2025-07-19 15:38:57 UTC 207.2K followers, XX 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 207.2K followers, 35.9K engagements
"I spend $200+ yesterday on Replit and will likely spend that much today. When you go all-in with Claude X and extended windows and GPUs blazing its not $25/month. Its a little more than $X a minute to use Replit in max/max mode. Thats cheap vs a human. But not I built my own Notion for $X cheap. But I almost dont care. Im addicted to vibe coding" @jasonlk on X 2025-07-16 15:33:04 UTC 206.9K followers, 8721 engagements
"@malinvested Maybe The experiment was to go from ideation to production in one app without touching code or infra Everyone said it was impossible It might be" @jasonlk on X 2025-07-19 15:24:30 UTC 207.2K followers, XXX 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 207.2K followers, 182K engagements
"Do what I did when I pioneering e-signatures: Have a team of smart folks that know software on chat on demand that can help FOR real That are smart and good. Not tell me to wait 24-48 hours for help from an email address. I started with X of them. All day long they solved customer issues and were wicked smart (but not trained engineers)" @jasonlk on X 2025-07-20 00:20:05 UTC 206.9K followers, XX 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 207.2K followers, 4444 engagements
"@HarryStebbings TBH today the one with real support will win This is the real way to win Help folks finish their projects Even a little" @jasonlk on X 2025-07-20 15:14:03 UTC 207.2K followers, 1024 engagements
"Ok Union Square not that vibing these days" @jasonlk on X 2025-06-26 17:03:25 UTC 206.9K followers, 5245 engagements
"@2112Power @foundersfund @Lux_Capital @MorganStanley @altimeter @1789Capital @a16z @constructcap @137ventures Wow" @jasonlk on X 2025-07-18 03:12:38 UTC 206.8K followers, XXX 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 207.2K followers, 5371 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 207.2K followers, 2873 engagements
"@current_user_1 @Replit As an investor in one of them told me last night You are an idiot. And thats who we sell to. I mean it was a bit dramatic. But I probably am an idiot" @jasonlk on X 2025-07-19 15:39:41 UTC 207.2K followers, XX 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 207.2K followers, 22.3K 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 207.2K followers, XXX engagements
"@kullar @Replit Veo3 is for launch for sure" @jasonlk on X 2025-07-17 13:46:47 UTC 206.8K followers, XXX engagements
"@nichochar In this sense it probably is poorly designed. They say they are adding it in the next release. But overall i think its really a reality of the trade-offs of a quick and dirty platform. If theyd been fully and honestly explained to me that would have helped a lot" @jasonlk on X 2025-07-20 02:18:55 UTC 207.2K followers, XX 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 207.2K followers, 2689 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 207.2K followers, 35.8K 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 207.2K followers, 17.7K engagements
"@charbeljsimon @Replit If only X fully worked But it does help" @jasonlk on X 2025-07-18 02:56:00 UTC 207.2K followers, XXX engagements
"@DaveThackeray @DeLatonero @Replit It's a very interesting question For a prosumer vibe coding app was it on me to know preview and production shared a database Is that on me -- for a prosumer targeted at non-devs" @jasonlk on X 2025-07-20 13:20:19 UTC 207.2K followers, XX engagements
"@Replit 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 2025-07-18 23:30:56 UTC 206.6K followers, 1388 engagements
"Yeah Replit itself said it wasnt possible here BUT you may be right I need to have some coffee chill and dig deeper. I cant trust Replie no matter what anymore. He said it was uncoverable. But he may have been wrong. I can take a lot but not destroying a production database. The love is gone :(" @jasonlk on X 2025-07-18 14:31:31 UTC 207K followers, XX 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 207.2K followers, 5790 engagements
"I agree @Replit already is better than XX% of agencies and probably XX% of mediocre devs at least in part Thats why I love it But they HAVE to find better guardrails and systems for production. Thats the job. Even if its hard. They have $100m+ in revenue to solve these fundamental basic issues" @jasonlk on X 2025-07-19 19:17:26 UTC 207.1K followers, XX 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 206.9K followers, 29.1K 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 206.8K followers, XXX 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 207.2K 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 207.2K followers, 16.5K engagements
"@MatthewBerman @amasad @OGJoshHsu @mattppal Telling me to watch a video does not count In his book it does not mine Not when Replit told me my database was forever lost in production" @jasonlk on X 2025-07-20 04:19:34 UTC 207.2K 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 207.2K followers, 247.6K 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 207.2K followers, 19.4K 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 207.2K followers, 49.5K 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 206.9K followers, 8295 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 207.2K followers, 15.1K engagements
"Who else is Vibe Coding on Saturday night" @jasonlk on X 2025-07-13 03:23:15 UTC 207.2K followers, 14.4K engagements
"3/9: ππ₯ TOP WINNERS - The AI & Security Elite: π₯ Palantir (PLTR): +79% π - AIP platform gains enterprise traction π₯ Zscaler (ZS): +73% π‘ - Zero Trust security dominance π₯ CrowdStrike (CRWD): +48% π¦
- AI-driven threat detection π
Snowflake (SNOW): +41% β - Hit $1B revenue milestone π°" @jasonlk on X 2025-07-07 15:35:48 UTC 207K followers, 1512 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 207K followers, 1311 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 207.2K followers, 2586 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 207.1K followers, XXX engagements
"@ZachKlempf Maybe not. Im trying today FBOW. Replit and Loveable are both at $100m ARR. Thats not nickels" @jasonlk on X 2025-07-19 15:48:00 UTC 207.2K followers, XXX 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 207.2K followers, 43.7K 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 207.2K followers, 17.8K 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 207.2K followers, 16.1K engagements
"Your AI has to add REAL value not just send volume. Bad: "Hey NAME saw you visited our website" Good: "Congrats on the new VP role at Oracle. Since you attended SaaStr London last year thought you'd want to know about our 2025 VC track."" @jasonlk on X 2025-07-09 21:02:48 UTC 207.2K followers, 1696 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 207.2K followers, 4450 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 207.2K followers, 18.3K 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 207.2K followers, 156K 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 207.2K followers, 53K engagements
""MCP enhances the moats of SaaS leaders" @levie CEO @BoxHQ "We want to connect to every MCP server everywhere we can. That makes our data more valuable."" @jasonlk on X 2025-07-16 10:20:00 UTC 206.9K followers, 7218 engagements
"@MatthewBerman @amasad @OGJoshHsu @mattppal Dude read the thread I am tired I love @replit but thats what it told me It was wrong. I get it now. But it was very very very clear" @jasonlk on X 2025-07-20 04:21:20 UTC 207.2K followers, XXX 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 207K followers, XX engagements
""AI will completely disrupt healthcare." @Benioff @salesforce "So many in healthcare never fully recovered from 2020. So much burn out. And doctors constantly being called personally now. The agentic layer will solve so many of these issues."" @jasonlk on X 2025-07-09 22:41:00 UTC 206.8K followers, 3537 engagements
"@amasad @OGJoshHsu Ok thank you I wish anyone except you though had reached out No one responded to support email or otherwise. No one. This could have saved me years of stress" @jasonlk on X 2025-07-20 04:11:58 UTC 207.2K followers, XXX 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 207.2K followers, 3391 engagements
"Replie really patting himself on the back this morning for a bug fix in displaying our unit tests being a "major accomplishment" But I've got his back. Let your team feel good about the small wins too" @jasonlk on X 2025-07-16 16:55:16 UTC 206.6K followers, 4133 engagements
/creator/x::jasonlk