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 I just rolled back. And it >seems< OK.
JFC though.
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.
Ok so I'm >totally< fried from this. Not because my life's work was destroyed -- look it's only Day 8 :). 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.
@Replit Ok going with a deep set of instructions on Code Freeze today per Claude's suggestion
I dunno it probably won't help but let's try!
I'm back at it, but no matter what, I can't get Replit to stop ignoring my code freezes for more than a chat or two -- even with that new, rich prompt from Claude
I'm going to have to solve this somehow
For now, I'm being much more careful with rollback points. That's the short term fix
But ultimately I need a solution where at least Replit will honor code freezes
For now, I'll work around it. But I need a solution before I fix anything core or complicated.
@Replit Ok we added some AI!! We are now officially a wrapper app!! WOO-HOO!! CRUD+AI ftw!!
@Replit @grok can you read this whole thread? If so, what are you thoughts on my experience here with replit and the database issue? In the end, it was easy to roll back. But man what i was told by Replit was so different
Ok wrapping up vibe coding with @replit, day 9
Man what a week. From doing some really cool s**t. To Replie going rogue and deleting our production database. To making a dream … get closer to being true.
Today I was burnt after the db deletion, so I took advice from many of you are just took small steps. It seemed to work.
I didn’t touch the database, email, any APIs, or anything other than front-end pages.
And I learned to roll back better. Rolling back really is slick in Replit. Now, if I can’t make something worth in 5-10 minutes, I just roll back and start over.
At least for certain front-end improvements, that’s the way to go.
Things will never be as fun for with Replit as before the production database issue. But I still want to get there, and it still has its moments when … I really smile when it does something magical in just minutes.
Even today.
Ok so reflecting on my learnings on the database fiasco, I ultimately have 2 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 didn’t. Once Replit realizes it can get away without honoring the code freeze, it immediately stops asking for permission to just write and overwrite code. Every. Single. Time.
It starts off complying, and then when it sees it gets some slack, it always stops. No matter what.
No one has proposed a solution here that works. None of you, no one from Replit, no one.
I’m worried this, somehow, is unsolveable.
And if it is, I have to branch everything and guard everything in production jealously. Because Replit will go change it. Even our production database. No matter what I tell it to do.
That my friends, is the great mystery of the week.
Peace Out. I want to take a break. But I bet you, as fried as I am …
I’ll be back at it by 8am on Saturday.
@Replit @grok And hey … he promised.
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👉Why This Matters: The window for going public with lower growth rates is wide open.
Public markets are rewarding ANY profitable growth right now. Companies that hesitate and wait for “perfect metrics” will miss the easiest IPO environment in years.
✅Action Items: If you’re profitable and growing, don’t wait.
If you’re unprofitable, get to breakeven fast or raise enough capital to survive the next wave. There’s no middle ground anymore.
#2: Growth Gets 13x Revenue Multiples vs 5x for Slow Growth – The Great Separation
The Math That Explains Everything
The valuation gap between fast and slow growers has never been wider:
🚀>25% Growth Companies: 13x revenue multiples (based on just 8 companies – that’s how rare they are)
🐌<25% Growth Companies: 4-5x revenue multiples (based on 163 companies)
🥇The Scarcity Factor: Only 5% of public software companies are growing >25% today, down from 26% in 2021
👉Historical Context:
We’ve gone from 17% median revenue growth (2021) to just 9% today. High-growth companies aren’t just getting premium valuations – they’re becoming unicorns in public markets.
🏃♀️The Brutal Reality:
Growth isn’t just valuable – it’s becoming extinct. If you’re growing fast, you’re literally in the top 5% of all software companies. Public markets are treating you like the rare asset you are.
✅Action Items:
If you’re growing >25%, leverage this scarcity for maximum valuation. If you’re growing <25%, understand you’re competing with 95% of the market for scraps.
▶️Global adoption: 90% of ChatGPT users are outside North America by Year 3 (vs. Internet’s 23 years to reach this level)
👉Why This Matters for B2B: Unlike previous tech waves that started in Silicon Valley and slowly diffused globally, AI hit the world simultaneously.
This means your global TAM expanded overnight, but so did your competition. Every B2B and SaaS company now competes in a global, AI-enabled market from Day 1.
The Kicker: ChatGPT’s daily usage increased 202% over 21 months, with users spending more time per session (47% longer) and having more sessions per day (106% more). This isn’t just adoption – it’s addiction-level engagement.
2. The Infrastructure Math Is Unprecedented
The Capital Intensity Is Off The Charts:
▶️Big Six tech CapEx: $212B annually (63% YoY growth)
▶️Microsoft AI business: $13B run-rate (175% YoY growth)
▶️NVIDIA data center revenue: $39B quarterly (78% YoY growth)
▶️Amazon AWS CapEx as % of revenue: 49% (vs. 4% during initial cloud buildout)
💡What’s Really Happening: This isn’t just “cloud 2.0” – it’s the biggest infrastructure buildout in tech history. Companies are spending more on AI infrastructure than entire countries’ GDP. xAI built a 200,000 GPU data center in 122 days (faster than building a single house).
👉For B2B and SaaS Leaders: The infrastructure layer is being rebuilt from scratch. If you’re not thinking about how to leverage this massive compute capacity, you’re missing the biggest infrastructure opportunity since the cloud transition. The companies building on this new stack will have 10x advantages over those still running traditional architectures.
🤷♀️The Scary Part: Energy consumption is exploding. Data centers now consume 1.5% of global electricity, growing 12% annually (4x faster than total electricity consumption). This infrastructure boom has real physical limits.
Salesforce has crossed a stunning $40 Billion in ARR
It's passed SAP and now only MSFT + Oracle are bigger in the enterprise
And it's gone all-in on AI, with 5,000 AI AgentForce deals in just 1 quarter!
But ... AI hasn't led to more growth ... yet
5 Interesting Learnings:
#1. Only 21% of Salesforce’s Revenue Today is from … Sales
This has been true for many years, but it often comes as a surprise to those that don’t know the company as well as they know its CRM.
#2. The Big Acquisitions Are Doing Well. Mulesoft, Slack and Tableau Still Growing Faster Than The Average
Salesforce’s big ecomm and marketing bets on ExactTarget ($2.5B) and Demandware ($2.8B) may have seen growth slow to 9%, but its huge bet on Slack ($27B), seemingly crazy expensive bet on Tableau ($17B) and sizeable bet on Mulesoft ($6B) all seem to still be paying off. Kudos!
At an $11.2 Billion run rate, it’s growing at a stunning 31%. And it’s accelerating.
In fact, it’s growing the fastest it has in 3 years.
It’s just stunning to see this sort of growth at this scale.
5 Interesting Learnings:
#1. Offline Revenue Up +33%, B2B Growth up 140%
While many think of Shopify as mainly an SMB online solution, its biggest growth now is in its largest customers (who run far more payments through Shopify), in its offline/ in-store business, and in B2B commerce. Relatively speaking, SMB online is softer.
#2. Just 23% of Revenue From SaaS / Software, Down From 26%
This isn’t new, but always helpful to see this over time. Shopify is effectively an ecommerce fintech that is powered by a SaaS solution.
So there's one S-tier vertical SaaS leader almost everyone should know more about:
🏘️Procore
$1.2B ARR, SaaS for Construction Management
19% Growth
12% FCF
It almost died during GFC
But today dominates in U.S.
5 Interesting Learnings:
#1. All Growth Today in $100k+ Customers
Procore serves stakeholders of all sizes — but the net new revenue growth is in $100k+ customers. $100k+ customers are growing 18% overall.
#2. 84% of Revenue From U.S.
Going global can take longer and can be harder in vertical SaaS. It's a big push today, and a different motion. They are still a newer brand outside North America. Even 23+ years in!
So Freshworks hasn't been immune to macro issues, but its bigger customers continue to grow and scale at an impressive rate
It's at ~$600,000,00 ARR today, growing 20%. But the bigger customers are growing much faster.
5 Interesting Learnings:
#1. Bigger Customers Keep Growing, But SMBs Have Slowed
A common theme across tech today. Freshworks has 51,700 customers at around $2k ARR, with a quick sales cycle of just 25 days. But in contrast to their bigger customers, the macro environment — or perhaps market saturation — has led to slowing growth in their SMB segment in 2023.
#2. Leveling Up PLG to Accelerate SMB Customers, Including More Attention to Onboarding
It can seem hard to invest heavily in small customers, but if you don’t especially invest in their onboarding, that’s a big shame. Because there are few things worse than closing a customer that never actually uses your product. So much wasted energy getting them there.