Replit at $70M ARR
Jan-Erik Asplund
TL;DR: By vertically integrating a cloud IDE, GPU-backed runtime, mobile deployment, and fully autonomous agent workflows, Replit is becoming the AI-native operating system for prompt-built apps—an “AWS for solo devs and indie founders.” Sacra estimates that Replit hit $70M in ARR in April 2025, up more than 10× from under $7M following the September 2024 launch of its Agent. For more, check out our full report and dataset.
We first covered the rise of AI-native dev tools in November 2024 when Cursor hit $65M ARR, quickly establishing itself as the top challenger to GitHub Copilot. In January, we unpacked the competitive dynamics between app builders like Lovable and Bolt.new and IDEs like Cursor and Windsurf, highlighting the two-step workflow emerging between them.
Key points on Fanvue via Sacra AI:
- Founded in 2016 as a multiplayer browser IDE for students and hobbyists, Replit first scaled through education and bottom-up adoption, growing to 34M users across 200+ countries by 2025. With real-time collaboration, built-in hosting, and a zero-setup dev environment, it became a default coding tool for Chromebooks and casual devs—monetizing through a freemium model, Hacker plan, and usage-based Cycles credits that introduced a lightweight internal economy around compute and community-created bounties.
- With the launch of Replit Agent in September 2024—an AI agent that ships production-ready apps from a single prompt—Replit hit a Sacra-estimated $70M in ARR in April 2025, growing 2,493% YoY from just $2.7M in April 2024. Compare to AI-native IDEs like GitHub Copilot at ~$400M ARR as of November 2024, growing 281% YoY; Cursor at $200M ARR in March 2025, up from $100M at the end of 2024; Bolt.new at $40M ARR in February 2025 up from $20M at the end of 2024, and Lovable at $17M ARR, up from $7M at the end of 2024.
- Against prompt-to-code rivals like Bolt.new ($40M ARR), Lovable ($17M ARR), and Vercel’s v0 ($36M ARR) Replit differentiates by integrating code generation, GPU execution, CI/CD, and real-time collaboration into one continuous flow—eliminating the need for external editors, repos, or cloud hosts. Where competitors export code to GitHub or AWS, Replit keeps users inside its vertically integrated stack, turning each keystroke and prompt into consumption-based revenue—while its Cycles marketplace converts user demand into microtask labor, making Replit not just a devtool but an AI-native work economy.
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