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Replit CEO on Why Coding Models Are Plateauing | Why the SaaS ...
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.Why Coding Models are Hitting a Performance PlateauIs Most of the Value of Replit Not Anthropic Model Quality?Why Did Replit Decide to Not Build Their Own Model, Like Cursor Did?Why Product Quality Must Always Beat Cost OptimizationHow Do Replit Choose Which Model To Route To For Different Tasks?The SaaS Apocalypse: Why it is Fair and Just?What Will the Cost of Tokens Be in 5 Years?Is Cursor Dead? Debunking the Twitter NarrativeAre IDEs Dead?Should Students Still Study Computer Science?Are US Companies Using CCP Subsidised Open-Source Chinese ModelsWhat Do No Founders Know About True Product-Market Fit
Replit's CEO says it's dumb to study computer science thinking you can ...
By Shubhangi Goel You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Amjad Masad says that you should only go into CS now if you are passionate about computers. Bloomberg/Getty Images 2026-04-28T04:08:29.980Z Replit's CEO advises against studying computer science only for the money. Masad said there is still room for people deeply passionate about computer science. Some tech leaders agree on the enduring value of a CS education despite AI's impact on coding. Don't pursue computer science just for the money, says Replit's CEO. On an episode of the "20VC" podcast released on Saturday, Amjad Masad said that young people who are not deeply interested in CS should not study it."If you don't feel like you're drawn to it like a fly drawn to a light, then don't go into it because someone told you you're going to make a boatload of money working for Google," he said. "It's pretty dumb to tell people to go into computer science if they're not really intrinsically interested in it."Masad cofounded Replit, an integrated coding environment, in 2016. The company has since pivoted into an AI-agent-led application builder and now competes with Microsoft's GitHub, Cursor, and vibe-coding tools like Lovable and Emergent. It's backed by investors including Andreessen Horowitz, Coatue, and Y Combinator.On the podcast, Masad added that in the early 2000s, people went into the field because they were passionate about understanding computers and programming. But after that, it became a "hyped up" subject, and college CS departments "exploded" because it became the easiest industry to make money in, he said. With AI, that is no longer the case. "Now, if you're interested in it, there's still ways to contribute. You could get into ML and AI and go work at the big labs or a company like ours," he said, referring to machine learning.He said that even as AI models progress, fundamentals like data structures and algorithms won't change, and tech will always need people who understand the "underpinnings" of CS.A 'wonderful major'Masad joins a group of tech leaders who say a CS education is still valuable.On a podcast appearance earlier this month, venture capitalist and Affirm CEO Max Levchin said that writing good code is an art, and AI can't take that away."I don't think the LLMs are going to naturally always deliver beautifully crafted, elegant, and yet scientifically correct code," Levchin said.He added, "As a programmer, with...
Replit's CEO On The Only Two Jobs Left In The Company Of The Future
Replit's CEO, Amjad Masad, highlights a deliberate shift away from targeting traditional software engineers. Masad, who experienced the increasing complexity of developer tools from BASIC to modern web frameworks, aimed to create more joyful and enriching tools focused on creation.
Two years since Replit left SF. 10x valuation and 200x ARR later we've ...
Amjad Masad (@amasad). 128 likes 13 replies. Two years since Replit left SF. 10x valuation and 200x ARR later we've taken over much of the old IBM campus in Foster City and we're still expanding. There's something poetic about it: IBM helped create the industry. We're helping reinvent how people create software. San Francisco is a beautiful city. But it wasn't the right place for us ...
