"Internally, we don't set ARR metrics." - Replit CEO @amasad Amjad says focusing on ARR is "optimizing for the wrong thing." Instead, they look at metrics like sentiment and how much money their customers are making: "In the age of AI, I don't think about ARR the same way a SaaS business does, because you're selling tokens. You can push a bug and get better ARR because [customers] are spending more tokens." "We're increasingly looking at how much money people are generating when they're building a business with Replit, because now you can hook in Stripe and other payment providers." "When people get angry, they'll tell the agents they're angry. We look at that a lot." "It's really about what you measure. We're trying to measure the quality of the output, as opposed to whatever ARR metric there is."