Replit 跃升至 10 亿美元年化营收，目标实现 300% 留存率
replit 首席执行官 amjad masad 透露，继 2024 年营收达到 280 万美元后，公司正向 10 亿美元年化营收迈进。masad 声称 replit 拥有正毛利率和 300% 的净收入留存率，这与 cursor 负边际的报道形成对比。他承诺将就应用商店拒售问题起诉苹果，并保持独立。
Replit CEO Amjad Masad disclosed the company is tracking toward a billion-dollar annual run rate, a significant jump from $2.8 million in total revenue for 2024. Masad cited 300% net revenue retention and positive gross margins—reaching as high as 300%—as proof that Replit can remain independent, a path he argued is not viable for rival Cursor given its reported negative 23% margins.
Regarding foundation models, Masad ranked Anthropic as the leader for agentic workflows and tool calling, while praising Google's Flash models for price-performance. He also noted that Chinese models like Kimi lag state-of-the-art US models by only three months.