Google out with another new announcement as the AI coding space heats up. Deirdreboza breaking the news here exclusively for today's tech check. Deirdre.

Hey morning, sir. So Google is tapping VibeCode startup Replit in a multi-year partnership. It means that Replit will lean further into Google Cloud and Google stays Replitt's primary cloud provider. Now for Google, this is all about giving Dem and I3 a front further into Google Cloud, and Google stays Replett's primary cloud provider.

Now, for Google, this is all about giving Gemini 3 a front door into how people are actually building software in the AI age. For Replit, this is about going up market, more of an enterprise footprint. Now, this isn't just a crowded space. This is one of the hottest in AI right now. Vibe coding is when you tell an AI what you want, and it simply writes the code for you.

Now, Cursor, another big name, is exploding a little bit of... the hottest in AI right now. Vibe coding is when you tell an AI what you want, and it simply

writes the code for you. Now, Cursor, another big name, is exploding alongside Anthropics Cloud.

OpenAI has built coding, its tool codex straight into GBT, and Microsoft still owns the installed

base with GitHub co-pilot. Now, Google has its own AI coding tools, but they aren't the starting point

for most people building with AI. Replit arguably has the broadest funnel in vibe coding,

the place where non-technical teams, they go to build, which are increasingly the ones that are

driving AI adoption inside of big companies, not necessarily the software engineers. So think marketing or finance staff trying to spin up internal AI tools all on their own.

New data from Ramp, it shows that Replit had the fastest new customer growth among software vendors last month.

Google, meanwhile, is adding new customers and spend faster than any other company on Ramps' platform.

So you put those two together, you've got a clearer picture of why both companies see an opportunity

here. Now, all of this guy sets the stage for Gemini 3, a model that is putting pressure

on open AI, but still needs real distribution to actually matter. Most people, they won't just

switch because a benchmark says that they should. Replet gives at least the coding part of Gemini

three an access into real world, not just research labs. Guys, I will speak exclusively to Google

cloud president, Matt Renner, and Replit CEO, I'm Jen Massad shortly. Be sure to tune into our second tech check segment for their caller on the deal.

Dee, meantime, I'm wondering what you make of Dario Omodi.

He's been so outspoken about AI's impact in the future on employment.

And then, of course, yesterday taking it to unnamed rivals, who he argues are yoloing through this process.

Yeah, I mean, it's so the space that Anthropic plays in the AI landscape is so interesting.

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