Amjad Masad

“Replit CEO Amjad Masad said yesterday at Disrupt that his company is no longer working with Anthropic, claiming OpenAI's Sol and Astra models now outperform Claude on its benchmarks, though people familiar with the relationship disputed that the Anthropic partnership had ended.”

“Every company needs some AI practice, AI capability, and that will compound over time.”

“It's sort of like almost rediscovering, you know, specialization... Adam Smith, like with a pencil kind of thing.”

“You saw the SpaceX S1, it's like, oh, $30 trillion. It's like, what is the world GDP? 100 trillion?”

“Replit is becoming more of an independence layer inside enterprises where we create a layer of indirection between you and the models.”

“The true utility of young people is heresy, not compliance”

“Karpathy coined 'auto research' term”

“Steve Jobs as the archetype of ideal meandering education”

“HackTheSite as a formative offensive-security sandbox”

“Roblox as a training ground for programming and hacking”

“I'm working on something on Replit to bring that to the world, like where anyone can become a machine learning researcher”

“Dwarkesh Patel's AI explainer backfired with its intended audience”

“Kanye West on predatory recording contracts”

“Replit's an example. It was frigging in the wilderness for six years until it added the models, right? It was a super nerdy web IDE.”

“Replit's an example. It was frigging in the wilderness for six years until it added the models, right? It was a super nerdy web IDE.”

“Replit uses internal agents across engineering, sales, marketing, support, and operations while keeping quality stable. Teams increasingly define goals while agents execute tasks, replacing several external software tools along the way.”

“We actually separate them by default. The Replit Agent can't even write to the production database. It can only read. And we have backups, we have snapshots, you can go back to a certain day or time.”

“Replit would have probably died if I wasn't telling a story that is larger than the company itself. The company wasn't successful commercially, but we've been very successful at fundraising, recruiting.”

“Sharon has recently joined us and that up-leveled our game with reporters and more of that type of media.”

“They had a lot of trouble fundraising in Silicon Valley. They had to kind of go to Saudi and all of that.”

“When you look at Alex or Palmer or Elon or Ryan or Amjad, who came here earlier, you look back at their old tweets or their old interviews, and they're nowhere close to where they were.”

“The AI coding assistant company went from $2.8 million in revenue in all of 2024 to tracking toward what Masad describes as a billion-dollar annual run rate, with net revenue retention reaching as high as 300%.”

“It's kind of hard being an independent, smaller AI company that's building on foundation models, especially if you're burning a ton of cash.”

“Part of the reporting suggested Cursor has negative 23% margins, and if you're also wanting to invest in training models, that makes it incredibly hard to stay independent.”

“Amjad Masad, CEO of Replit — Featured speaker at StrictlyVC's San Francisco evening event.”

“The agentic revolution was really kickstarted by Replit agents in 2024... Agent V1 in Sept 2024.”

“Intercom talked about their new model that is better at customer support than the frontier models. And so maybe their model is going to be state-of-the-art for three to six months.”

“Gemini is one of the best models at design. I would say our products are better at design using Gemini than Google's products.”

“Anthropic has been the sort of workhorse for over a year right now. It's like the core agent loop because it can run for a long time coherently.”

“IDEs, one part where like the code intelligence — we called it intelligence, it wasn't very intelligent. And so all of that is irrelevant.”

“We're approaching a certain plateau in how good coding models could get... When you focus on cost is when you reach a certain asymptotic plateau in the S-curve.”

“There's this concept of agent labs, right? We talk about AI labs, but there's agent labs... Our goal is to start with the user problem. What are we trying to fix? What are we trying to build? And walk back to the technology and use whatever model we need to use.”

“Participants: Amjad Masad, Andrew Miklas”

“Being generative is important because let's say you're a small time entrepreneur, like Peter Levels type of entrepreneur... the products go through cycles... you need to be generative and creative in order to continuously do that. And you can make millions of dollars doing that.”

“Former developer tools builder who contributed to React and React Native at Facebook.”

“Stripe got popular for this being really good on documentation. If you're building a dev tool for non-developers, you have to go above and beyond on content.”

“Whoop is a client of ours. And they told us the amount of ideas they can try has grown by an order of magnitude. They used to get like 100 ideas but are able to only try five of them. But now they can try the 50.”

“We thought that broadly the AI capabilities have massive step changes twice a year... we want to align our roadmap to AI capabilities. And so every six months, we release a new agent version. And it's an act of predicting what's possible.”

“Valued at $9B after a $400M Series D.”

“First to market with vibe coding (September 2024) and now shipping parallel agents, built-in design canvas, mobile app deployment, and team collaboration — essentially a full-stack company-building platform.”

“Participants: Amjad Masad, Harry Stebbings”

“It's now been publicly reported that Apple is sort of blocking the Replit app. Replit has been on the App Store since 2022 doing exactly the same thing... Suddenly they're saying that we are not complying with their guidelines and we've been stuck in app review for now three months.”