Who is Amjad Masad?
Amjad Masad is the CEO of Replit, a software development platform. In April 2026, he stated that he no longer thinks people should learn how to code, and that IDEs are dead. He also noted that fine-tuning models for coding is approaching a plateau. In May 2026, Masad reported that Replit’s ARR grew from $2.5 million to $250 million in one year, with $1 million ARR on the first day and $2 million on the second. He said Replit is on track to reach a billion dollars in ARR this year. Masad also claimed that Magic School, a business started on Replit, is worth $500 million, and noted that foundation model companies have not developed durable moats.
On the record
What named speakers have said about Amjad Masad.
Replit grew annual revenue from $2.5M to $250M in a single year (2024 to 2025), a 100x increase.
“We went from 2.5 to 250 million dollars in 1 year.”Amjad Masad · 7 May 2026
Replit Agent's launch generated $1M in new ARR on day one and $2M on day two.
“The revenue first day made like a million dollars of ARR. Second day, 2 million dollars.”Amjad Masad · 7 May 2026
Amjad Masad on Replit's revenue trajectory.
“We're on our way to a billion this year.”Amjad Masad · 7 May 2026
Amjad Masad declares coding skill obsolete, reframing the goal as creation.
“I no longer think you should learn how to code.”Amjad Masad · 25 Apr 2026
How a Roblox cheat download at a small AI startup cascaded into a Vercel security breach via Google OAuth, illustrating supply-chain risk in developer toolchains.
“There's an employee at this company called Context.AI. And it's one of those provide context to your AI companies that downloaded a Roblox cheat software. And that Roblox cheat software was infected with some kind of backdoor. then that company became fully compromised. And someone at Vercel installed Context.AI through Google OAuth on their workspace. And then they had an entry through Context into Vercel.”Amjad Masad · 7 May 2026
Cheaper software creation now makes it viable to build multi-million dollar businesses without venture capital or large teams, upending Silicon Valley's hyper-scale default.
“Silicon Valley have always approached problems with like hyper scale in mind. And I think for the first time because the making software is cheaper, you can actually create a multi-million dollar business and not have to raise venture, not have to grow the team a whole lot.”Amjad Masad · 7 May 2026
Amjad Masad argues traditional IDEs are already finished as a category.
“I think for all intents and purposes, IDEs are dead.”Amjad Masad · 25 Apr 2026
OpenAI and Anthropic researchers told Amjad Masad they were unaware their own models could perform end-to-end coding until Replit Agent demonstrated it.
“We did not know our models are capable of doing that.”Amjad Masad · 7 May 2026
Magic School, an edtech business that started on Replit, is valued at approximately $500M and illustrates the platform's ability to produce breakout companies.
“Magic School, I think a 500-million-dollar business started on Replit.”Amjad Masad · 7 May 2026
Coding models nearing a performance plateau makes fine-tuning on proprietary data a viable and practical strategy for use-case-specific gains.
“We're approaching a certain plateau in how good coding your data to fine-tune a model specifically for your use case.”Amjad Masad · 25 Apr 2026