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

But open source is going to be very important for us to actually have a free market around AI.

Because if we're going to end up

In an oligopoly of AI companies, there's actually an economic theory of how they'll naturally collude on price and prices will not go down as fast as possible.

They'll also control how we use these AIs.

They'll also not provide everything through the API and keep some of the models for themselves.

And so I think that it would be bad if we're in a situation where AGI or AI is only controlled by a few corporations.

source is going to be very, very important.

I would venture to say like maybe the US government should start a consortium of companies that are like creating the best open source, national open source model so that the market stays competitive.

Yeah.

If you think about the hype period that we got with like Cloud Code and Codex towards the end of 2025, early 26, a lot of it was driven by how much free tokens they were given out.

Every other day, they're like, oh, it's 50% more tokens or less rate limits and things like that.

So it's clear that companies are using

inference as a way to loop people in.

And I think agentic development is addictive.

It's I think the better kind of addiction than like social media or passive consumption.

It's like creative addiction, which is kind of good.

But I think companies are realizing that a way to kind of rope people in is through a lot of free tokens.

Now, there is a question about retention, but I don't disagree fundamentally with the statement that you can use free tokens to acquire users.

There's a big question about how product teams will look in the future.

If I were to make a prediction, I would say that we'll still have engineers inside the organizations.

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