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▶ 39:00 · $REPLIT · Replit President says AI coding agent on track for $1B ARR by end of 2025
episode briefing
Stripe

A conversation with Replit's President and Head of AI Michele Catasta

2026-07-09 · 2 company · 8 thematic
sentiment
2 bull0 bear0 neu
speakers
michele catasta

Former Stanford researcher in LLMs for code; joined Replit in 2022 to build the AI team from zero to one. Wrote the internal AI manifesto that predicted Replit Agent's architecture. Led the company through a near-death pivot in early 2024, cutting staff to 30 people focused solely on Agent launch. Now runs engineering and product roadmap.

quote
“Let's say we're on track for 1 billion at the end of this year, and I'm starting to tell the company I'd be disappointed if we hit that in December and not earlier.”
—michele catasta
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