Replit, 연간 런레이트 10억 달러 달성, 300% 리텐션 목표
Replit CEO Amjad Masad는 2024년 280만 달러 매출을 넘긴 후 10억 달러 연간 런레이트를 향해 나아가고 있다고 밝혔다. Masad는 Replit이 매출총이익률 흑자와 300% 순매출 리텐션을 자랑한다며, 마진이 음수라고 보도된 Cursor와 대비된다고 주장했다. 그는 앱 스토어 거부를 두고 Apple과 싸우며 독립성을 유지하겠다고 약속했다.
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.