"Vibe Coding" is popular worldwide, the wave of AI applications is unstoppable! AI programming newcomer Replit's valuation triples in just four months.

According to reports from informed sources cited by the media, Replit Inc., a startup company in artificial intelligence programming that is currently highly popular in Silicon Valley, is close to reaching a financing agreement for a round of funding totaling approximately $400 million. It is expected that this round of funding will bring its valuation close to $9 billion, meaning that the latest valuation after this financing round will be three times higher than the valuation the AI startup company recently experienced after a previous funding round. AI programming is undoubtedly the hottest technology sector in the global wave of AI applications. Whether in the B2B or B2C market, AI programming is a rising trend and is rapidly spreading around the world, evolving from "personal developer tools" to "enterprise standard configurations." The recent popularity of AI programming is highlighting the arrival of a global wave of AI applications covering various industries. According to an anonymous source, the company is currently in detailed discussions regarding financing, with the growth-stage venture capital firm Georgian, based in Toronto, leading the funding round. The source mentioned that negotiations are still ongoing, and specific details may change. Founded ten years ago, Replit has become an absolute leader in the field of "vibe coding" (i.e., artificial intelligence programming), developing tools that allow both professional developers and beginners in software programming to use AI to write and debug software. The AI startup company previously conducted a funding round in September of last year, with a funding amount of around $250 million and a valuation of about $3 billion, meaning that the latest valuation of the company has nearly tripled since the previous round. Core institutional investors supporting the company include Amex Ventures, the AI Futures Fund under the technology giant Google, and the venture capital division of Bloomberg LP, called Bloomberg Beta. The so-called Vibe coding can be understood as a more radical and conversational core subset of AI programming (AI-assisted coding). Vibe coding emphasizes using the most pure form of natural human language prompts to allow AI large models to generate, modify, and debug code, shifting the human role from "writing code" to "describing goals, iterating feedback"; and even in some programming engineering practices, emphasizing the "run first, talk later" approach, with weaker requirements for line-by-line understanding and review of code. AI programming has become the trend in Silicon Valley and the global technology industry. GitHub's Octoverse 2025 indicates that "generative AI has become the standard configuration for development," revealing that 80% of new developers use Copilot to fully assist in their programming tasks soon after registering. The Stack Overflow 2025 survey shows that as many as 50.6% of professional JAVA/Python developers use AI programming tools to assist their daily workflows. With its valuation tripling in a short period of time, who is Replit? Replit provides a browser-based integrated development environment (IDE) that allows users to write, run, debug, and deploy programs directly on the web without installing software or configuring local environments. This platform supports multiple mainstream programming languages such as Python, JavaScript, C++, catering to both beginners and professional developers. Ordinary users can complete a full set of "AI programming tasks" in an extremely low technological threshold mode with the help of professional AI large models. Replit's core product focuses on AI programming assistants, such as Replit Agent and Ghostwriter. These AI agent intelligent tools, similar to AI agents, can automatically generate code, debug, deploy, and even create complete applications based on natural language prompts provided by the user, significantly lowering the barrier to entry for development. AI agent intelligent tools combined with the platform technology exclusively developed by this startup company help users easily and conveniently build and deploy applications and websites through text prompts, without the need to understand any programming knowledge. Overall, Replit has been committed since its inception to allowing users to describe their ideas and have AI assist in the entire process from code generation to final deployment, a process known as "vibe coding". This approach emphasizes allowing non-professionals to create software products. In 2024, Replit launched an AI agent tool (also known as an AI agent), which not only automatically writes code with the assistance of AI large models but can also deploy software applications on a large scale within a short period, making it one of the first AI programming startup companies to introduce such AI agent tools. Last Thursday, Replit released a new version of its AI agent workflow, allowing users to quickly build mobile applications on Android and iOS just by describing the desired application features. This AI agent can also deploy and release software to app stores with almost no additional professional complexity. Replit states that users can use this tool to build applications such as mobile games, personal productivity tools, and mobile shopping stores. It is worth noting that Replit is currently facing fierce competition from many emerging AI programming startups and large tech companies, all of which view AI software engineering as a high-profit potential AI service market. Companies like OpenAI, Anthropic, and Microsoft offer a full range of AI programming tools to simplify the software development process and significantly lower the barrier to programming software. Another AI programming startup, Cursor, with its valuation reaching $29.3 billion after a recent round of financing. AI programming is accelerating its penetration on a global scale! The wave of AI applications has arrived. For the bullish narrative logic of the global stock market's AI application sector, the valuation of the artificial intelligence programming startup company Replit Inc. has nearly tripled in a short period, undoubtedly a slightly positive growth signal, confirming the feasibility of the AI application story and pre-heating the potential accelerated growth trend after 2026. AI programming is currently the hottest sub-sector in the global wave of AI applications. Whether in the B2B or B2C market, AI-based "vibe coding" is the rising trend and is rapidly spreading globally. After Google's launch of the Gemini3 AI application ecosystem in late November, this cutting-edge AI application software quickly became popular worldwide, driving a sudden surge in Google's AI computing demand. The Gemini3 series of products brought an enormous amount of AI token processing volume immediately upon release, forcing Google to significantly lower free access to Gemini 3 Pro and Nano Banana Pro, and implementing temporary restrictions on Pro subscription users. Coupled with recent Korean trade export data showing strong demand for HBM storage systems and enterprise-level SSDs, this further validates Wall Street's proclamation that the "AI application accelerated penetration period and AI frenzy are still in the early stage of building the infrastructure of AI computing power in short supply." As the focus of the global tech stock investment wave simultaneously shifts to the AI computing infrastructure end and the AI application software end, boosting major AI application companies like Applovin, Trade Desk, Duolingo, and Palantir, the trend of killer generative AI applications that cover all industries on the B2B or B2C sides, as well as AI intelligence agents that could significantly increase human societal productivity, is likely to explode, which is why global funds have been pouring into software stocks recently. Prior to that, the cloud computing and search engine leader Google, the AI application leader focused on "AI + digital advertising" Applovin, the AI software platform leader focused on "AI + data analytics" Palantir, and Cloudflare, oriented towards "connecting clouds (Connectivity Cloud)", have all announced extremely strong performance data and future performance prospects since 2025. This not only indicates an extremely strong demand for AI computing infrastructure fueled by NVIDIA AI GPUs, but also an equally robust demand for enterprise-level AI application software that can comprehensively enhance operating efficiency on the B2B side, rapidly permeating across all industries. From the current technological trajectory, the development direction of AI application software is focused on "generative AI application software" (such as DeepSeek, ChatGPT, Sora, and Anthropic's popular AI application software Claude) and, based on generative AI, AI functionality transitioning from a chat-style question-and-answer format to "autonomously executing various tedious and complex tasks with AI intelligence agents." Companies have been vigorously promoting the widespread application of two core categories of AI application software - generative AI applications and AI intelligent agents - to enhance efficiency and reduce operating costs. AI intelligent agents are likely to be the big trend in AI applications before 2030. The emergence of AI intelligent agents signifies that artificial intelligence is evolving from an information assistance tool to a highly intelligent productivity tool. The latest research from MarketsandMarkets shows that the AI intelligent agent market is expected to reach $53 billion by 2030, indicating a staggering 46% compound annual growth rate (CAGR) starting from 2025.