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TechCrunch · AI· Kirsten Korosec, Lucas Ropek, Rebecca Bellan·· 16 天前AI 评分60

Replit CEO 称不再与 Anthropic 合作,OpenAI ChatGPT 成为默认模型

Replit makes OpenAI its default over Anthropic, CEO says

文章要点
  • 1Replit CEO 称已不再与 Anthropic 合作,ChatGPT 成为其默认模型
  • 2CEO 称决定基于成本、合作与性能,并称 ChatGPT 现在更好,内部基准作评估依据
  • 3匿名知情人士称与 Anthropic 的合作仍在,数周前官方博客仍列出 Claude 生产模型
  • 4Masad 称企业收入占比从去年约 2% 升至今年约 15%,B2B 收入超过 50%
决策要点

Replit 这类前五大客户也会因成本、性能与合作关系整体换掉默认模型供应商,模型层大客户关系并不稳固。

  • 影响:多数用户沿用默认,Replit 更换默认后将明显减少对 Anthropic 的支出;曾是 Anthropic 前五大客户仍整体换供应商,说明大客户地位不锁定合作关系;平台默认入口决定着大多数实际用量。
  • 参考:可考虑盘点自家产品依赖的模型厂商及支出集中度,并测算更换默认模型的迁移成本;若收入或成本高度依赖单一模型厂商,值得建立内部评测基准,把性能与账单按同一口径定期重算。
  • 依据:合作终止与性能判断均为 CEO 官方口径,性能出自 Replit 自家基准暂无独立验证;匿名知情人士称合作仍在,双方口径矛盾。
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 it was no longer partnering with Anthropic. 

“I think ChatGPT is better now,” Masad said, adding that the 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 a decision based on both cost, partnership, and performance. And for all these reasons, we just felt like they were a better partner for now.”

It seems, however, that Anthropic hasn’t been completely cut out of Replit, which sells a cloud-based software development platform where users can develop and deploy apps directly from inside their browser. 

After Disrupt, Masad clarified that customers can still access Anthropic models on the platform, but that OpenAI’s ChatGPT is now the default. This shift could significantly reduce Replit’s spend with Anthropic since most customers stick with the default rather than selecting a model themselves.

Prior to striking a deal with OpenAI, Replit relied on Anthropic’s Claude models to run its platform. That partnership was said to have helped the company grow its revenue significantly, and Masad noted on stage that Replit had been, until recently, a top-five customer of Anthropic’s.

“Replit remains model agnostic,” Masad told TechCrunch over the weekend. “Our users can choose Anthropic’s Claude or other supported models…OpenAI is now our preferred partner for powering Replit Agent, based on performance, economics, and the strength of our partnership.”

Masad’s comments on stage were rejected by 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 evidence on the company’s website, blog posts, and social media posts that Replit was promoting Anthropic products as recently as a few weeks ago. For instance, a blog post in late September cites Anthropic’s Claude Fable 5 and Claude Fable 5.1 as models running in Replit Agent’s production environment. Around the same time, one of Replit’s product employees posted on X about using Anthropic’s flagship model Opus 5.5 and promoting its capabilities.

Masad also 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.”

Backstage, Masad told TechCrunch that he expects more than half of Replit’s revenue to come from enterprise and government customers in 2027.

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.”

This article was originally published on October 16 at 2:22 pm PT. It has been updated to include more context around Replit’s partnerships with Anthropic and OpenAI.

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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.

You can contact or verify outreach from Kirsten by emailing [email protected] or via encrypted message at kkorosec.07 on Signal.

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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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Rebecca Bellan is a senior reporter at TechCrunch where she covers the business, policy, and emerging trends shaping artificial intelligence. Her work has also appeared in Forbes, Bloomberg, The Atlantic, The Daily Beast, and other publications.

You can contact or verify outreach from Rebecca by emailing [email protected] or via encrypted message at rebeccabellan.491 on Signal.

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来源:TechCrunch · AI · techcrunch.com