Amjad Masad

speaker

473 appearances 1 recordings 1 series first heard Apr 2026 last heard 25 Apr

Amjad Masad’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20Product: Replit CEO on Why Coding Models Are Plateauing | Why the SaaS Apocalypse is Justified: Will Incumbents Be Replaced? | Why IDEs Are Dead and Do PMs Survive the Next 3-5 Years with Amjad Masad · 25 Apr 2026 podcast

I think the hype term is system of record type SaaS tools.

And instead they're building on their APIs and we're creating MCPs and hooks into the hotspots of the world and Salesforce and all of that.

But there's also another side where we have this great partnership with Databricks and people are skipping the SaaS tools entirely and like building on top of their data warehouse.

So, you know, there's another view on this where the system of record is actually your data warehouse.

And this is like a way to be bullish on Databricks and companies in that space.

I would agree with that.

Now, a lot of vertical SaaS is in trouble as well, where maybe you don't think of it as a system of record.

There's a lot of survey SaaS software, and we see that getting replaced wholesale with Replit.

And the other side of this, there's a lot of micro entrepreneurs, and it's starting on Replit today, and they're undercutting the price of a lot of SaaS companies out there, especially, you know, kind of vertical point solutions.

And then there's another pricing pressure there as well.

I mean, if you look at the behavior of Wix, they look like they're pouring everything into Base44.

Is Wix now Base44, basically?

I don't know much about their company, but it looks like they're spending a lot of ads definitely behind Base44.

What did you think of the Super Bowl?

You know, I haven't heard that many people talk about it.

I think it's good that people are getting vibe coding out there and more people are talking about it.

But I don't think it's still in the public consciousness.

How do you think about maintenance in this case?

This is where Replit shines.

And if you talk to Jason or some of our other customers, Replit goes way further than any other vibe coding product on creating more maintainable software.

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