Replit, every mention

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every year 2025 anyone Jason Lemkin 144Harry Stebbings 139Amjad Masad 42Jason Calacanis 12Rory O'Driscoll 7Semil Shah 4Ruchi Sanghvi 3Aatish Nayak 3Nabeel Hyatt 1Kyle Harrison 1

Verbatim, from the transcripts: the passages where Replit comes up

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Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings Dec 22, 2025 · 4 mentions

  • ▶ 1:43 unnamed speaker Without this, we have no lovable, no vacations to Greece, no replet, no cursor that really works, no gamma. 2 times in the scene
  • ▶ 27:39 unnamed speaker I mean, I'm amazed you guys didn't throw out your favorite, you know, I mean, the fact that you're going to get your breakout product of the year and not mention lovable and replant, I'm kind of disappointed in you guys, right? 2 times in the scene

Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings Dec 18, 2025 · 4 mentions

  • ▶ 36:19 Jason Calacanis It's a lot of time because if you've built any apps like I have, the disconnect between design and the output, it's the most jarring thing when you get good at something, when you get a good at replica like I am or cursor or whatever,… 4 times in the scene

a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings Dec 15, 2025 · 1 mention

  • ▶ 8:55 Harry Stebbings The companies that we've invested in, I, I'm very excited about them in the private markets, and I think if they were- When you look at like a rapid or a lovable price where it is, it's like price at the same price as Wix, and Wix is doing…

SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings Dec 11, 2025 · 6 mentions

20VC: Inside Bending Spoons Acquisition Machine: Evernote, Eventbrite, Vimeo | How Evernote Evaluates Acquisitions and New Product Ideas | How Evernote Mastered Product Launches, User Retention and Monetisation with Federico Simionato Dec 5, 2025 · 2 mentions

Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings Dec 4, 2025 · 7 mentions

  • ▶ 12:07 Jason Lemkin Like literally we could fire up our cursor lovable replet and just build an app right now while we're here and access our Salesforce data.
  • ▶ 25:46 Harry Stebbings And the sizes of those markets that we're seeing with your Lovables and your Rapplers.
  • ▶ 44:13 Harry Stebbings Or actually have they left it too late and lovable replet have built enough user base, enough brand, enough brand trust that actually there is still a real dominant threat then to Google's new product with it. 2 times in the scene
  • ▶ 55:28 Harry Stebbings And they are in Replit, and they are in the races to a hundred million in faster than we've ever seen, and those LP will be going, wow, those funds, they're more exciting.
  • ▶ 1:02:52 Jason Lemkin Replit and Lovable and Bolt didn't figure it out.
  • ▶ 1:10:05 Jason Lemkin Um, uh, that, that Replit lose and Databricks bought in for a billion, but databases are a hard problem.

Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings Nov 27, 2025 · 8 mentions

  • ▶ 5:08 Jason Lemkin As you guys know, I use Replit two hours a day, a little less on my London trip.
  • ▶ 36:22 Jason Lemkin Now, so did Replit and Lovable at the start of this year, that everyone, Replit, Lovable, Microsoft, everyone said, give us one line and we will build you Salesforce. 2 times in the scene
  • ▶ 55:11 Jason Lemkin I just did a presentation of Replit that showed all my apps at all hands. 3 times in the scene
  • ▶ 57:09 Jason Lemkin If you were a, if, if that, if that means you're a, this percent of Wix or, I mean, of repler level, you should be worth a couple extra billion. 2 times in the scene

Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings Nov 24, 2025 · 9 mentions

  • ▶ 16:47 Harry Stebbings You've got the base 44, the lovables, and the replets in one. 3 times in the scene
  • ▶ 33:17 unnamed speaker It is wrapped as agent, right?
  • ▶ 42:13 Harry Stebbings Like, you know, you look at yours, and it's like, a hundred million, you know, your, your lovables and your replets, like, two hundred million.
  • ▶ 1:01:16 Harry Stebbings If you look at a lovable, uh, a reported six billion dollar price on the latest round, or a rat played at a three to four, and I'm sure they'll raise it six soon, because they're kind of a mimetic in that way. 3 times in the scene
  • ▶ 1:03:47 Harry Stebbings Replit, Cursor, Cognition, all very Silicon Valley businesses.

Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings Nov 20, 2025 · 8 mentions

  • ▶ 4:18 unnamed speaker You could do what's every developer before we even get to repl it and lovable like prosumer for engineers. 6 times in the scene
  • ▶ 17:56 unnamed speaker Um, the latest version of Replit V three blows everything out of the water. 2 times in the scene

AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings Nov 17, 2025 · 1 mention

20Product: How AI Changes Product Design | Does the Design Phase Become Irrelevant in a World of Vibe Coding | The Five Pillars of Truly Great Product Design with Carl Rivera, Chief Design Officer at Shopify Nov 14, 2025 · 1 mention

Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings Nov 13, 2025 · 19 mentions

  • ▶ 16:18 Jason Lemkin Let's talk about Gamma and I actually did a all company meeting for Replit last night. 6 times in the scene
  • ▶ 19:07 Jason Lemkin Um, but it occurred to me in the middle of this while I was talking that the agent now, the Replit agent, of all the agents we use, we use about 20 agents, 12 real ones. 6 times in the scene
  • ▶ 25:09 Jason Lemkin Uh, more at Replit, right? 4 times in the scene
  • ▶ 34:45 Harry Stebbings But then you, as you said, you've got cognition, you've got the wraplets and lovables kind of coming from the kind of prosumer last developer century. 3 times in the scene

Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings Nov 6, 2025 · 1 mention

  • ▶ 58:29 Jason Lemkin At the same time, what we're all learning now, we feel like it's late with all the stuff we talked about, the cursors and replets and levels and Sierras, but it's actually so early in so many categories, right?

OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings Oct 30, 2025 · 2 mentions

  • ▶ 17:15 Jason Lemkin And then 1.5 billion for AI apps when you're investing in 11 Labs and Friends and Replit doesn't seem to get you, doesn't really seem to get you very far.
  • ▶ 58:24 Jason Lemkin Like Synthasia is one of these stories like Replit and Vercel that like blew up with AI, but it's a journey, right?

Why VC Today is Worse than 2021 · 20VC with Harry Stebbings Oct 23, 2025 · 11 mentions

  • ▶ 17:09 Jason Calacanis I mean, oh my God, replet and lovable, but zero to two 50 in, in 10 months, a billion at the end of the next year for it.
  • ▶ 37:31 Jason Calacanis So I, I think that the, the, the lovables and the replets have massive deal sizes in a sense, right?
  • ▶ 54:51 Jason Calacanis You know, uh, Claude code would be at a billion, that cursor would be at a billion, that Replit would be coming up in a billion.
  • ▶ 1:20:45 Harry Stebbings Rep will hit a billion in ARR by the end of next year. 8 times in the scene

20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp Oct 17, 2025 · 2 mentions

Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings Oct 16, 2025 · 1 mention

  • ▶ 37:07 unnamed speaker I didn't, I wouldn't have believed this 90 days ago, but folks like Amjad or Replit are saying, you've got it backwards.

Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings Oct 13, 2025 · 1 mention

  • ▶ 28:13 Harry Stebbings Well, I do want to jump on a lot of that, but we see your cloud flares, your Salesforce adopt, Microsoft even, adopt Vibe coding environments, ah, that replicate a lovable or a replet.

20Sales: Scaling Snowflake from $0-$3BN in ARR | Snowflake vs Databricks: My Biggest Lessons | Why Customer Success is BS and What Replaces It with Chris Chris Degnan Oct 10, 2025 · 1 mention

  • ▶ 18:16 Harry Stebbings Well, in that time, Lovable and Rapplet and Brett and Sierra and everyone in between have scaled to a hundred million dollars.

OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings Oct 9, 2025 · 7 mentions

  • ▶ 1:08:09 Jason Lemkin I mean, if Replit and Lovable are, are losing some money, where, where, where would, where would this poor guy in Israel with eight developers get fifty million of tokens?
  • ▶ 1:14:18 Jason Lemkin If I believe I need a hundred million to scale base, 44, to compete with rapid and lovable, then I'm going to bow out and sell the wicks because there's no option, right?
  • ▶ 1:29:19 Harry Stebbings Rapplin and Lovable over under two fifty million ARR by end of year.
  • ▶ 1:30:00 Jason Lemkin And it had replet tying to when they launched V three, which was a big boost. 4 times in the scene

Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings Oct 2, 2025 · 2 mentions

  • ▶ 3:22 Jason Lemkin Talked about folks like Higgsfield that are, you know, somehow are almost cashflow positive fifty million or Lovable and Replit that are burning, burning a few dollars of venture capital, but even if you throw, how much Lovable raised in…
  • ▶ 24:46 Jason Lemkin And that's why lovable and Replit are in a death match.

Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings Sep 29, 2025 · 1 mention

  • ▶ 53:44 Harry Stebbings When we look at the demand for your products, when we look at the demand for a lovable or a replet,

General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings Sep 22, 2025 · 1 mention

  • ▶ 44:25 Harry Stebbings Do you worry about the competitive nature of the landscape when you look across at codex, but then you've also got your cognitions, and then you've also got your cursors, and you've got your kind of on the lower, more consumer, and your,…

20VC: Why 90% of Founders Build Startups Wrong | Why AI Growth Rates are Sustainable & Remote Work is BS and the AI Talent War | Competing with Brett Taylor and Sierra: Who Wins the Customer Service War with Jesse Zhang, Decagon Sep 19, 2025 · 1 mention

  • ▶ 11:49 Harry Stebbings Do you feel like you're in a line grab against Sierra though, in the same way that Lovable is with Ratplit or Harvey is with Lagora?

Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings Sep 18, 2025 · 11 mentions

  • ▶ 53:50 Harry Stebbings We're going to dive into kind of the application layer, and two that Jason is passionate about, and I'm really excited for this actually, is one is Higgsfield and the other is Ratplit. 7 times in the scene
  • ▶ 1:02:36 unnamed speaker Like literally all you do is turn it on in cursor or lovable or replet or a million other apps or, you know, whoever Higgs field or gamma moves over to GTP five codex instead. 2 times in the scene
  • ▶ 1:04:54 Harry Stebbings Kind of bringing this all together, the Higgs fields, the replets, the thing that could also kill them is actually the fact that Wix has base 44, which is actually doing incredibly well.
  • ▶ 1:09:32 unnamed speaker Replets unacquirable.

OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings Sep 11, 2025 · 3 mentions

  • ▶ 1:16:16 Jason Lemkin But I feel like, Jeff, I'm kind of bummed you're not in the game because I'm on Replit two hours a day, ok? 3 times in the scene

ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings Sep 8, 2025 · 2 mentions

  • ▶ 49:57 Harry Stebbings A lot of investors are talking about the poor unit economics of a lot of companies that we see today, whether it's your replets, or your lovables, or any of companies like this. 2 times in the scene

20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader Sep 5, 2025 · 1 mention

Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings Sep 4, 2025 · 1 mention

  • ▶ 33:41 unnamed speaker 13 days later, the exact same company called Replit.

Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings Aug 28, 2025 · 3 mentions

  • ▶ 47:43 unnamed speaker It's also good to see, and maybe, I'm not a total Mongo expert, but when you look at companies like Lovable Replit that we over discuss, right? 3 times in the scene

Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings Aug 21, 2025 · 1 mention

  • ▶ 1:15:38 Jason Lemkin Let's use, because what there's a weird, you know, it took, we, we did the math, 500,000 dollars already that we're using, and every B to B startup out there raised, you know, with these gigantic growth rates, not, not, not the prosumer…

Lovable CEO, Anton Osika: The State of Foundation Models, Grok vs OpenAI, and Replit vs Bolt · 20VC with Harry Stebbings Aug 18, 2025 · 7 mentions

  • ▶ 9:21 Harry Stebbings Another is like, actually, when you look at these businesses, and a lot of people are criticizing this with your replets, your bolts, your lovables, they're not actually very good businesses in terms of union economics, and so much has…
  • ▶ 32:27 Harry Stebbings Dude, I love your social media presence, because you're also opinionated in your social media presence, and I think it's respectfully also just quite blunt, and you've been opinionated in how you talk about competition, and specifically… 4 times in the scene
  • ▶ 35:51 Harry Stebbings So when we look at, we, we've spoken about many different kind of, ah, competitors in different ways from your figmas to your replas.
  • ▶ 1:13:08 Harry Stebbings But you must look across your, your figmas, your bolts, your replets, your,

Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings Aug 14, 2025 · 1 mention

Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings Aug 7, 2025 · 3 mentions

  • ▶ 50:52 unnamed speaker And obviously, you know, you're the, you're the lovable and replic guy, so there are some. 3 times in the scene

Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings Jul 31, 2025 · 12 mentions

  • ▶ 29:16 Jason Lemkin So now on Replit, and I think Lovable just did in the new release, you could have up to a 15 minute long context window while it's thinking through debugging or complex stuff, ok? 2 times in the scene
  • ▶ 38:21 unnamed speaker Listen, you mentioned Lovable, we mentioned Replit. 4 times in the scene
  • ▶ 1:11:30 Jason Lemkin We don't really want, because if you look at the, the replets and the lovables, like today, and the world's going to change, and I'm a super fan of both, right? 4 times in the scene
  • ▶ 1:16:32 Jason Lemkin As someone who keeps paying these replet checks, they ain't negative. 2 times in the scene

a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings Jul 28, 2025 · 1 mention

  • ▶ 16:20 Harry Stebbings Do you think these are actually tools of market, sorry, I'm so sorry to interrupt you, but market growth or actually just consumer intrigue, which is, there's a lot of people who want to try building a website on Replit or Lovable or Bolt…

20Product: Should We Kill the PM Role Entirely | How Does Product Design Change Most in a World of AI | How Do Monzo Build Product Today: What Works, What Does Not | Why Most Product Sucks and What Makes Truly Great Product Jul 27, 2025 · 1 mention

  • ▶ 14:15 Fernando Fanton So you use like either Lovable or Reblit or Off.zero, I think it's the latest one from Y Combinator.

How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings Jul 24, 2025 · 4 mentions

Surge CEO & Co-Founder, Edwin Chen: Scaling to $1BN+ in Revenue with NO Funding · 20VC with Harry Stebbings Jul 21, 2025 · 1 mention

  • ▶ 20:02 Harry Stebbings Do you think there's any excuse for going out to raise now without an MVP, given the lovables, the replets of the world, meaning it's just so much easier?

Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings Jul 18, 2025 · 3 mentions

Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings Jul 17, 2025 · 28 mentions

  • ▶ 5:41 Jason Lemkin That is consistent with lovable and replic growth, right?
  • ▶ 21:27 unnamed speaker Cursor, uh, Lovable, your rat plates, but then obviously also your windsurfs, have paved the way, and despite Cognition taking an early lead, they were left behind completely.
  • ▶ 31:54 Jason Lemkin And I'm still not sure I'm an expert, but when I'm watching Replit overwrite my code on its own, 7 times in the scene
  • ▶ 35:50 Jason Lemkin I am not saying you can't make a dog walking app on lovable or replet your own. 14 times in the scene
  • ▶ 49:12 Jason Lemkin If, if, if, and then whether I pay 200 bucks a month to repl it, or lovable, or I pay 3000, it doesn't matter. 5 times in the scene

20Growth: The Death of Growth Teams? | How Hubspot Use AI to Triple Email Conversion | The Future of AI SEO | Why Prompt Engineering is the New Coding | What Every CMO Needs to Know About AI in 2025 Jul 11, 2025 · 8 mentions

Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell · 20VC with Harry Stebbings Jul 10, 2025 · 2 mentions

  • ▶ 16:45 unnamed speaker I don't think Bill, firing up Lovable or Replit is, is gonna solve this problem.
  • ▶ 37:16 Harry Stebbings That's not lovable, Bolt, Rapplet, Entmacor, any of them.

Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings Jun 26, 2025 · 3 mentions

  • ▶ 17:27 unnamed speaker So a hundred X ARR growing, not quite at a replica rates though. 2 times in the scene
  • ▶ 53:57 unnamed speaker I'm a fanboy, um, if we look at AI for coding, okay, if we look at Replit, 10 to a hundred million in 5.5 months, right, announced yesterday, crazy, right, if we look at lovable, not far behind, you know, on and on and on, right, cursor,…

20Product: How Duolingo Build Product 10x Faster with AI | Duolingo's Biggest Lessons on Paywalls, Push Notifications and In-App Purchases | Why Small Teams are the Future of Product | Why PMs Will Become Extinct with Cem Kansu, CPO @ Duolingo Jun 20, 2025 · 1 mention

Duolingo Co-Founder, Severin Hacker: How AI Impacts the Future of Work and Education · 20VC with Harry Stebbings May 19, 2025 · 1 mention

  • ▶ 13:03 unnamed speaker You know, it's like, it's the, the replet, the lovable, and then the larger the code base, even the one that generates itself, the larger the code base gets, the worse they get.

20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak Apr 11, 2025 · 3 mentions

Brian Tolkin, Head of Product @Opendoor: How to Hire the Best Product Teams | E1257 · 20VC with Harry Stebbings Feb 7, 2025 · 1 mention

Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255 · 20VC with Harry Stebbings Feb 3, 2025 · 1 mention

  • ▶ 46:16 Nabeel Hyatt I think Replit agents, the way that they've rebuilt another really good example of, like, evolving the medium in a way.
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