On December 5th, Google Cloud and the AI coding platform Replit jointly announced a multi-year strategic cooperation agreement, integrating Claude 3.5 Sonnet and Gemini 1.5 Flash into the Replit Agent, offering a one-stop "ambient coding" solution for global enterprises, directly competing with Amazon-supported Anthropic Claude Code in the code generation field.

Two Models Driving: Claude Handles "Strategic Architecture," Gemini Excels in "Rapid Completion"

- The Replit Agent runs on Vertex AI and automatically switches between Claude 3.5 Sonnet and Gemini 1.5 Flash: the former excels in multi-file system design and complex requirement breakdown, while the latter is used for millisecond-level code completion and error correction

- Official benchmarks show that alternating model calls increase the success rate of features to 78%, and the average development cycle is shortened by 40%

image.png

Enterprise-Level "Ambient Coding": Deliver Production Systems Without Writing Code

- Natural language → Requirements document → Executable code → Cloud deployment, Replit claims that "non-programmers can deliver production-grade applications within a day"

- Google Cloud provides dedicated GPU pools, supports private networks and SOC2 audits, meeting compliance scenarios such as finance and healthcare

Rapid Revenue Growth: Replit's Annual Revenue Hits $1.5 Billion, Valuation $3 Billion

- In the previous round of valuation in 2023, it was only $1 billion; within nine months, revenue surged from $2.8 million to $1.5 billion, with an annualized growth rate over 50 times, making it the fastest-growing SaaS vendor on the Ramp platform

- Google's AI Future Fund invested in the latest $250 million funding round, and both parties locked in a "multi-year exclusive cloud partnership," with Replit committing to allocate 80% of its computing power to Google Cloud over the next three years

Targeting Anthropic: The $1 Billion Claude Code Market Faces a New Competitor

- Anthropic revealed this week that Claude Code's annual revenue has exceeded $1 billion; Cursor also announced $1 billion ARR, with a valuation of $29.3 billion

- Google Cloud CEO Thomas Kurian stated: "We want to turn Replit into the next billion-dollar AI coding entry point, making Google Cloud the preferred infrastructure for ambient coding."

Industry Insight: The Code Generation Era Enters the "Dual Model" Stage

Analysts believe that by packaging "Claude depth + Gemini speed" in one go and delivering it with enterprise-level security and compliance, Google Cloud is expected to quickly attract mid-to-large enterprise customers from Cursor and Claude Code. At the same time, leveraging Replit's "non-developer" positioning, AI coding will expand from engineer tools to broader audiences like operations, marketing, and product managers, opening up a second growth curve. As competition in the "ambient coding" market intensifies, model pricing, call speed, and compliance capabilities will become the key indicators for the next round of competition. AIbase will continue to monitor subsequent product developments and benchmark updates.