Amjad Masad is the Co-Founder and CEO of Replit, one of the leading “vibe-coding” platforms. Under his leadership, Replit has raised a total of $922 million in funding, recently raising at a whopping $9 billion valuation. Replit has over 50 million registered users and is used by employees at 85% of Fortune 500 companies. Replit’s revenue jumped from $10 million to $100 million in nine months, and the company is on track to reach $1BN in ARR by the end of 2026.
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Timestamps:
00:00 Intro
01:00 How Replit’s Vision Finally Caught Up With Technology
03:08 Why Amjad Said “Stop Learning to Code”
03:48 Building on Top of Foundation Models: How Much Is Replit vs the Model?
05:34 How Replit Routes Different Tasks Across Anthropic, Google & Custom Models
07:27 Did Cursor Make a Mistake Building Their Own Model?
11:45 What Are Replit’s Gross Margins
16:38 Inference Is the New Sales & Marketing
19:50 Is the SaaS Apocalypse Real?
28:00 Is Cursor Dead?
30:24 Are IDEs Dead?
32:26 Should Students Study Computer Science Anymore?
34:58 Will AI Make Companies Smaller or More Ambitious?
38:48 Why Apple Is Blocking Replit From the App Store
47:35 What Amjad Wishes He’d Known Earlier
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