SaaStr: Incumbents Shipping '60% AI Solutions' While Lovable and Replit Each Blast Past $400M ARR

SaaStr·high signal

Jason Lemkin's analysis exposes how large B2B vendors are shipping AI features at approximately 60% quality versus dedicated AI-native competitors. HubSpot's AEO charged $50/month but delivered vague metrics ('70% Brand Visibility' with zero actionable recommendations), while Figma Make generated generic mockups with placeholder content. Meanwhile, Lovable hit $400M ARR (adding $100M in a single month) and Replit targets $1B by year-end — Lemkin built a functional AEO competitor in 60 minutes using Replit.