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TechCrunch · AI· Lucas Ropek·· 17 天前AI 评分51

Replit CEO 在 TechCrunch Disrupt 宣布不再与 Anthropic 合作

Replit is no longer working with Anthropic, CEO says

文章要点
  • 1Replit CEO Amjad Masad 在 TechCrunch Disrupt 会场表示,公司已不再与 Anthropic 合作,理由包括成本、伙伴关系和性能
  • 2Masad 称 ChatGPT 现在更好,Replit 的公开基准显示 Sol 和 Astra 在从零构建 vibe-coded 应用上持续表现更佳
  • 3有匿名知情人士反驳称与 Anthropic 的合作仍在进行,9 月的一篇博客还提到 Replit Agent 生产环境运行 Claude Fable 5 和 5.1
  • 4Masad 透露企业客户收入占比从去年约 2% 升至今年的约 15%,B2B 收入超过 50%,ARR 数字暂未公布
决策要点

头部应用平台公开把底层模型当作可切换选项,成本与性能并列成为换用理由,但当事双方口径并不一致。

  • 影响:平台层切换模型供应商的成本比外界预期低,依赖单一模型供应商的应用商议价空间变大;基于厂商合作关系的业务合作预测要留出变动余量;模型选型正走向用基准指标说话。
  • 参考:可考虑盘点自家产品对单一模型 API 的依赖点并测算切换成本;值得在模型续约前建立自有评测基准,用性能和成本数据而非品牌关系做采购决定。
  • 依据:核心事实来自 Masad 在 TechCrunch Disrupt 的现场发言,属当事方口径;匿名知情人士称合作仍在,9 月博客曾列出 Claude 模型,两方说法矛盾,TechCrunch 向 Replit 求证暂未获回应。
正文

Replit, the AI coding platform that has become a favorite of startup founders and developers, is no longer working with Anthropic, the company’s CEO and co-founder Amjad Masad said Thursday while onstage at TechCrunch Disrupt.

Masad said the decision was made for a number of different reasons, including cost. Replit announced a partnership with OpenAI in August, but there was never any indication that its was no longer with Anthropic.

“I think ChatGPT is better now,” Masad said, adding that company uses an internal benchmark to help assess metrics like performance. “We publish a public benchmark as well, and consistently, Sol and Astra perform better on building vibe-coded applications from scratch. It was it was a decision based on both cost, you know, partnership, and performance. And for all these reasons, we just felt like they were a better partner for now.”

Replit sells a cloud-based software development platform where users can develop and deploy apps directly from inside their browser. Under its partnership with Anthropic, Replit used the AI lab’s Claude models to run its platform. That partnership was said to have helped the company grow its revenue significantly.

Masad’s comments were met with some pushback from insiders familiar with the partnership between the Anthropic and Replit, however. One person familiar, who asked not to be named, said the partnership was still in place.

There is some evidence that Replit was using Anthropic products as recently as September. For instance, a blog post in September cites Anthropic’s Claude Fable 5 and Claude Fable 5.1 as models running in Replit Agent’s production environment.

TechCrunch reached back out to Replit for clarification and will update this story if we hear back.

Masad shared insights about the company’s growth while onstage at Disrupt, noting that enterprise is starting to provide a larger slice of revenue.

“We’re not sharing ARR numbers just yet, but in terms of growth, like, I would say, enterprise was like 2% of revenue last year,” Masad said. “This year, I would say like 15% of our revenue is enterprise contracts, and more than 50% of our revenue is B2B.”

Masad also commented on the necessity for good AI safety measures.

“In the same way that us humans need a certain environment to work — you need a nice office, maybe nice good food in the office, air conditioning, computer — agents need a habitat for them to exist and do good work,” he said. “So that habitat has good orchestration, good error recovery, good safety and security and sandboxing, good networking, good identity and authorization. And once you figure all of that out, then you can deploy AI safely.”

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Lucas is a senior writer at TechCrunch, where he covers artificial intelligence, consumer tech, and startups. He previously covered AI and cybersecurity at Gizmodo. You can contact Lucas by emailing [email protected].

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Kirsten Korosec is a reporter and editor who has covered the future of transportation from EVs and autonomous vehicles to urban air mobility and in-car tech for more than a decade. She is currently the transportation editor at TechCrunch and co-host of TechCrunch’s Equity podcast. She is also co-founder and co-host of the podcast, “The Autonocast.” She previously wrote for Fortune, The Verge, Bloomberg, MIT Technology Review and CBS Interactive.

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来源:TechCrunch · AI · techcrunch.com