TechCrunch News 07月09日 01:26
In a blow to Google Cloud, Replit partners with Microsoft
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Replit宣布与微软建立战略合作关系,将在Azure Marketplace上提供其订阅服务,并与微软的云服务进行技术整合。Replit主要面向不同用户群体,提供自然语言编程功能,用户无需编码经验即可创建Web应用程序。此次合作旨在为双方带来商业利益,Replit的用户可以通过微软云服务获益,微软也能从Replit的应用中获得收入。Replit的快速增长使其成为行业焦点,与竞争对手相比,Replit在市场上具有独特的优势。Replit与微软的合作并不排他,Replit将继续支持Google Cloud,并拓展与微软的合作。

💻Replit将通过微软的Azure Marketplace提供订阅服务,这意味着微软的用户可以在该平台上购买Replit的服务。

☁️Replit正在将其技术与微软的云服务进行整合,包括容器、虚拟机和Neon Serverless Postgres数据库,这使得Azure可以从Replit的应用中获得收入。

👨‍💻Replit的目标用户群体广泛,既包括有编程经验的程序员,也包括缺乏编码经验的用户。用户可以通过自然语言提示创建Web应用程序,而Replit负责处理数据库、身份验证、存储等。

📈Replit的增长迅速,在六个月内,其年度经常性收入从1000万美元增长到1亿美元。Replit的此次合作,也让其竞争对手Google Cloud面临一定的挑战。

Replit on Tuesday announced a strategic partnership deal with Microsoft that should be good for business for both of them. 

Replit will become available through Microsoft’s enterprise cloud app store, Azure Marketplace, meaning Microsoft shops will be able to purchase Replit subscriptions there. Replit is also integrating its tech with a number of Microsoft cloud services like containers, virtual machines, and Microsoft’s version of Postgres — the database that Replit supports — called Neon Serverless Postgres. That means that Azure should generate its share of revenue from Replit apps that are used in production.

Microsoft famously offers its own hugely popular vibe coder with Github Copilot, but Replit doesn’t really compete with it too much as they are geared toward different users and somewhat different use cases.

Copilot competes with Anysphere’s Cursor as an AI-powered, in-browser coding assistant used by programmers. Replit is popular with programmers, but it can also be used by people with little coding experience. Its users create web apps through natural language prompts, and Replit does the rest: setting up the database, the authentication, the storage, etc. Those with programming experience can then customize features directly, as Replit supports a number of programming languages.

In this case, the two companies are marketing this offering as a prototyping/designing tool, like a competitor to Figma. The companies are also aiming it at non-programmer business managers for build-it-yourself apps. For example, a sales manager could use it to build a tool that tracks correlations between contract renewals and customer support tickets.

“We are enabling all employees across all functions to develop apps, regardless of coding experience, so we are complimentary to Copilot from that perspective,” a Replit spokesperson told TechCrunch. 

Replit is also one of the breakout stars of the vibe coding world. In June, CEO Amjad Masad tweeted that in six months, the company went from $10 million in annual recurring revenue to $100 million. 

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It last raised $97.4 million — led by Andreessen Horowitz with participation from Khosla, Coatue, SV Angel, Y Combinator, Bloomberg Beta, Naval Ravikant, and ARK Ventures — at a $1.1 post-money valuation. Masad said in June that it hasn’t needed to raise since: “We still have over half our funding in the bank.” The startup claims that over 500,000 business users are on its platform

Replit competes with a few other fast-growing startups, including European darling Lovable, which hit $50 million ARR around the same time period, its CEO said, and is reportedly in the process of raising a new round at around a $2B valuation; and Bolt, which grew to about $40 million ARR in about five months as well.

If there is any competitor taking an L from this partnership, it’s Google Cloud: The apps built and run through Replit are typically hosted on Google Cloud. In fact, Replit has been such a feather in Google’s cap, that the cloud giant has profiled the partnership

However, this deal is non-exclusive, Replit confirmed to TechCrunch, meaning that the startup is not leaving Google Cloud, but is growing to support Microsoft shops. That also means that other popular vibe coders could strike similar Microsoft deals.

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