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

In some cases, we build our own models.

It ebbs and flows.

Again, like AI is such a changing landscape.

The answer will change every three to six months.

Right.

You do.

And that's why it makes it so freaking hard and why you have to change your mind all the time, right?

Because there's a lead-up time.

But the most important thing is optionality.

So in 2023, when we're training models...

We achieved better coding performance than the state-of-the-art models at the time, GPT-3.5, right?

But then since Sonnet came out, a later Opus, the gap has closed by a lot, and they were spending tens of billions of dollars, if not $100 billion, making agents work.

And that would have been a dumb strategy for us to go and try to compete on that.

But now I would say the opportunity opened up again for other reasons.

The open source models are getting really good and we're approaching a certain plateau in how good coding models could get.

And so you can use your data to fine tune a model specifically for your use case.

I don't know if you saw, but 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.

And maybe six months from now, the models will like zoom back ahead.

It's very important.

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