“Vibe Coding”风靡全球，AI应用浪潮势不可挡! AI编程新星Replit估值四个月翻三倍

Core Insights - Replit Inc. is nearing a $400 million funding round, which is expected to raise its valuation to approximately $9 billion, tripling its previous valuation of $3 billion from a funding round in September 2022 [1][2] - The rise of AI programming, particularly "vibe coding," is becoming a dominant trend in both B2B and B2C markets, indicating a significant shift in software development practices [1][7] Company Overview - Replit, founded ten years ago, has established itself as a leader in the AI programming sector, providing tools that enable both professional developers and beginners to use AI for coding and debugging [1][4] - The platform offers a browser-based integrated development environment (IDE) that supports multiple programming languages, allowing users to write, run, debug, and deploy applications without extensive technical knowledge [4] Product and Technology - Replit's core products include AI assistants like Replit Agent and Ghostwriter, which can automatically generate, debug, and deploy code based on user input in natural language, significantly lowering the barrier to entry for software development [4][5] - The company recently launched an updated version of its AI agent workflow, enabling users to quickly build mobile applications for Android and iOS by simply describing desired functionalities [5] Market Trends - AI programming is rapidly penetrating the global tech industry, with GitHub's Octoverse 2025 reporting that 80% of new developers use AI tools like Copilot within their first week [3] - The competitive landscape includes emerging AI programming startups and major tech companies like OpenAI and Microsoft, all vying for a share of the lucrative AI software engineering market [6] Future Outlook - The valuation increase of Replit signals a positive growth trend in the AI application sector, validating the feasibility of AI application narratives and hinting at accelerated growth potential post-2026 [7] - The demand for AI applications, particularly in the realm of "vibe coding," is expected to continue growing, driven by the need for efficiency and cost reduction in business operations [9]