Replit CEO:OpenAI 取代 Anthropic,成为默认模型提供商
英文标题:Replit makes OpenAI its default over Anthropic, CEO says
Replit 首席执行官兼联合创始人 Amjad Masad 表示,OpenAI 已取代 Anthropic,成为驱动 Replit Agent 的首选合作伙伴和默认模型提供商,但用户仍可选择 Claude 等受支持的模型。Masad 称这一决定综合考虑了性能、成本和合作关系,不过熟悉两家公司合作的人士对其有关合作终止的说法提出异议。Replit 去年约有 2% 的收入来自企业客户,今年企业合同收入占比约为 15%,超过 50% 的收入来自 B2B 业务。默认模型的变更可能减少 Replit 在 Anthropic 上的支出,同时也意味着开发者仍可按需选择其他模型。
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中文
AI 编程平台 Replit 深受初创企业创始人和开发者青睐。该公司首席执行官兼联合创始人 Amjad Masad 周四在 TechCrunch Disrupt 大会上表示,Replit 已不再与 Anthropic 合作。
Masad 表示,这一决定有多方面原因,包括成本。Replit 曾于 8 月宣布与 OpenAI 建立合作关系,但此前没有任何迹象表明它已不再与 Anthropic 合作。
“我认为 ChatGPT 现在更好了。”Masad 说。他补充称,公司使用内部基准测试来帮助评估性能等指标。“我们也会发布公开基准测试,而在从零开始构建 vibe coding 应用方面,Sol 和 Astra 的表现一直更好。这个决定综合考虑了成本、合作关系和性能。基于所有这些原因,我们认为目前它们是更好的合作伙伴。”
不过,Anthropic 似乎并未被 Replit 完全排除在外。Replit 提供基于云的软件开发平台,用户可以直接在浏览器内开发和部署应用。
Disrupt 大会结束后,Masad 澄清说,客户仍可在平台上使用 Anthropic 的模型,但 OpenAI 的 ChatGPT 现在是默认选项。这一变化可能大幅减少 Replit 在 Anthropic 上的支出,因为大多数客户会沿用默认选项,而不是自行选择模型。
在与 OpenAI 达成协议之前,Replit 依靠 Anthropic 的 Claude 模型运行其平台。据称,这项合作帮助该公司的收入大幅增长;Masad 在台上指出,直到最近,Replit 一直是 Anthropic 的前五大客户之一。
“Replit 仍然不依赖特定模型。”Masad 在周末对 TechCrunch 表示,“用户可以选择 Anthropic 的 Claude 或其他受支持的模型……基于性能、经济性以及合作关系的稳固程度,OpenAI 现在是我们为 Replit Agent 提供支持的首选合作伙伴。”
不过,熟悉 Anthropic 与 Replit 合作关系的业内人士否认了 Masad 在台上的说法。一位要求匿名的知情人士表示,双方的合作仍在继续。
从 Replit 官网、博客文章和社交媒体帖子来看,直到几周前,Replit 仍在推广 Anthropic 的产品。例如,9 月下旬的一篇博客文章称,Anthropic 的 Claude Fable 5 和 Claude Fable 5.1 是在 Replit Agent 生产环境中运行的模型。大约在同一时期,Replit 的一名产品员工在 X 上发帖,谈及使用 Anthropic 旗舰模型 Opus 5.5 的情况,并宣传其能力。
Masad 在 Disrupt 大会上还分享了公司的增长情况,指出企业业务正开始贡献更大比例的收入。
“我们目前还不会公布年度经常性收入(ARR)数据,但就增长而言,我想说,去年企业业务大约占收入的 2%。”Masad 说,“今年,我认为大约 15% 的收入来自企业合同,超过 50% 的收入来自 B2B 业务。”
在后台,Masad 告诉 TechCrunch,他预计到 2027 年,Replit 超过一半的收入将来自企业和政府客户。
Masad 还谈到了完善 AI 安全措施的必要性。
“就像我们人类需要一定的工作环境一样——你需要一间不错的办公室,也许还需要办公室里有好吃的食物、空调和电脑——Agent 也需要一个生存环境,才能存在并出色地工作。”他说,“因此,这个环境需要良好的编排、错误恢复、安全防护和沙箱隔离,以及良好的网络、身份识别和授权。等你把所有这些问题都解决了,就可以安全地部署 AI。”
本文最初发表于太平洋时间 10 月 16 日下午 2:22。文章已更新,补充了有关 Replit 与 Anthropic 和 OpenAI 合作关系的更多背景信息。标题也已更新。
English / 原文
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. Its title has been updated, as well.