Overview
- Google announced a multi-year partnership with Replit that will add more Google AI models to Replit, expand its use of Google Cloud, and support enterprise AI coding projects.
- The companies frame “vibe coding” as enabling non-technical employees to create apps with natural-language prompts, an approach Sundar Pichai has publicly praised.
- Replit projects $1 billion in revenue by the end of 2026 and previously raised $250 million in September at a valuation near $3 billion after rapid revenue acceleration.
- CNBC reported Ramp data showing Replit with the fastest new customer growth among software vendors, with Google also posting the quickest gains in customers and spend on its platform.
- The partnership strengthens Google’s competitive position against Anthropic and Cursor, which each reported about $1 billion in annualized revenue, with Cursor also disclosing a $29.3 billion valuation.