# 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

Page: https://stenobird.com/podcast/twenty-minute-vc/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
Text version: https://stenobird.com/podcast/twenty-minute-vc/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.md
Podcast: [The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch](https://stenobird.com/podcast/twenty-minute-vc)
Published: 2026-04-25T07:07:00+00:00
Episode link: https://thetwentyminutevc.libsyn.com/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
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Duration seconds: 2811

## Resource

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. AGENDA: 00:00 — Why Coding Models are Hitting a Performance Plateau 07:21 — Is Most of the Value of Replit Not Anthropic Model Quality? 10:04 — Why Did Replit Decide to Not Build Their Own Model, Like Cursor Did? 11:58 — Why Product Quality Must Always Beat Cost Optimization 14:51 — How Do Replit Choose Which Model To Route To For Different Tasks? 24:43 — The SaaS Apocalypse: Why it is Fair and Just? 29:55 — What Will the Cost of Tokens Be in 5 Years? 31:09 — Is Cursor Dead? Debunking the Twitter Narrative 33:36 — Are IDEs Dead? 35:54 — Should Students Still Study Computer Science? 42:47 — Are US Companies Using CCP Subsidised Open-Source Chinese Models 56:59 — What Do No Founders Know About True Product-Market Fit

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