Replit 躍升至 10 億美元年化營收，目標實現 300% 留存率
replit 首席執行官 amjad masad 透露，繼 2024 年營收達到 280 萬美元後，公司正朝向 10 億美元年化營收邁進。masad 聲稱 replit 擁有正毛利率和 300% 的淨收入留存率，這與 cursor 負邊際的報導形成對比。他承諾將就應用商店拒售問題起訴蘋果，並保持獨立。
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.