Amjad Masad – The Future of Software Creation – [Invest Like the Best, EP.310]

Amjad Masad – The Future of Software Creation – [Invest Like the Best, EP.310]

My guest today is Amjad Masad. Amjad is the founder and CEO of Replit, whose mission is to bring the next billion software creators online. Replit has built a browser-based coding environment that makes coding more fun, collaborative, and approachable. We discuss how that is possible and why the way most of us interact with computers today is suboptimal. We then go into the effects of AI on software creation and its broader impacts on technology. Please enjoy my conversation with Amjad Masad.
 
For the full show notes, transcript, and links to mentioned content, check out the episode page here.
 
—–
 
This episode is brought to you by Tegus. Tegus streamlines the investment research process so you can get up to speed and find answers to critical questions on companies faster and more efficiently. The Tegus platform surfaces the hard-to-get qualitative insights, gives instant access to critical public financial data through BamSEC, and helps you set up customized expert calls. It’s all done on a single, modern SaaS platform that offers 360-degree insight into any public or private company. I’ve been so impressed by the platform that my firm, Positive Sum, recently made an investment in Tegus. We did so because we feel that Tegus will be the gold standard platform for investing research for decades to come. As a listener, you can take Tegus for a free test drive by visiting tegus.co/patrick.
 
—–
 
Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes. 
 
Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.
 
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
 
Follow us on Twitter: @patrick_oshag | @JoinColossus
 
Show Notes[00:02:18] – [First question] – The Steve Jobs black-pill 
[00:06:02] – Speculation on the near future of programming
[00:09:38] – Potential convergence of simple software and coding tools
[00:11:23] – What an IDE is and how it works
[00:12:44] – The definition of REPL and the role of Replit in the space
[00:14:21] – Decreasing friction in a programming environment using primitives
[00:19:47] – Real-world effects of Replit’s low-friction design
[00:23:27] – His perspective on new coding and AI technologies
[00:30:29] – Promises and limitations of the user-friendly programming movement
[00:33:16] – The dynamic nature of IDE technology and its challenges
[00:39:53] – How he’s priming his team to react to new technologies like the upcoming GPT-4
[00:43:58] – Recommended skills and training for the AI world of the future
[00:47:21] – The impact of IDE and AI tech innovations on existing tech giants
[00:51:56] – His mixed but optimistic views on the trajectory of AI
[00:54:40] – Recommendations for the curious listener without a programming background
[00:56:50] – The role of smartphones in the IDE movement
[00:58:28] – The kindest thing anyone has ever done for him

Show More

Backward
Play
Forward
1x speed
  • 0.5
  • 1
  • 1.5
  • 2
Other episodes
Cyan Banister – Investing for a Higher Purpose – [Invest Like the Best, EP.361]

Cyan Banister – Investing for a Higher Purpose – [Invest Like the Best, EP.361]

My guest today is Cyan Banister. Cyan’s life story is remarkable. She was homeless at a young age, dropped out of high school, and five years ago she suffered an extremely rare stroke. Yet, in spite of everything, she is one of the most optimistic and curious people you can hope to meet. Cyan is […]

123 downloads Invest Like the Best Feb 20, 2024
1h 25m
Danny Meyer – The Power of Hospitality – [Invest Like the Best, REPLAY]

Danny Meyer – The Power of Hospitality – [Invest Like the Best, REPLAY]

Today, we’re replaying my conversation with Danny Meyer. He is the founder and CEO of Union Square Hospitality Group, which comprises some of the most acclaimed restaurants in New York, like Gramercy Tavern and Union Square Café. Danny is also the founder and chairman of Shake Shack, which began in NYC but is now a […]

147 downloads Invest Like the Best Feb 13, 2024
49m
Chuck Akre – The Three Legged Stool – [Invest Like the Best, REPLAY]

Chuck Akre – The Three Legged Stool – [Invest Like the Best, REPLAY]

Today, we’re running a replay of my 2019 conversation with legendary investor Chuck Akre. Chuck founded Akre Capital Management in 1989, which now manages approximately $14B dollars. We discuss his investing style and his “three-legged stool” for evaluating companies. Please enjoy this great conversation. Listen to Founders Podcast For the full show notes, transcript, and […]

155 downloads Invest Like the Best Feb 06, 2024
48m
Alex Telford – Unlocking Innovation in Pharma – [Invest Like the Best, EP.360]

Alex Telford – Unlocking Innovation in Pharma – [Invest Like the Best, EP.360]

My guest today is Alex Telford. Alex is the founder of Convoke, a software platform to help streamline drug development and commercialization. He also has been writing frequent blog posts on the biotech industry since 2019, keeping a pulse on the direction of innovation. He joined me today to talk about the history of the […]

171 downloads Invest Like the Best Jan 30, 2024
59m
Madhavan Ramanujam – How to Price Products – [Invest Like the Best, REPLAY]

Madhavan Ramanujam – How to Price Products – [Invest Like the Best, REPLAY]

My guest today is Madhavan Ramanujam. Madhavan quite literally wrote the book on how to price products. It’s called “Monetizing Innovations” and his concepts have been used by companies across the world like Porsche, Uber, LinkedIn, and SuperHuman. Our conversation is a masterclass on pricing. We discuss common mistakes when pricing products, why you need […]

231 downloads Invest Like the Best Jan 23, 2024
56m
Daryl Morey – Systems Thinking in Sports – [Invest Like the Best, REPLAY]

Daryl Morey – Systems Thinking in Sports – [Invest Like the Best, REPLAY]

This week, we are running a replay of my conversation with Daryl Morey from last year. Daryl is the President of basketball operations for the Philadelphia 76ers. Together with my friend and past guest of the show, Sam Hinkie, Daryl pioneered the analytics movement in basketball. He’s been so influential his style has its own […]

144 downloads Invest Like the Best Jan 16, 2024
1h 3m
Michael Ovitz – Knowledge Is Power – [Invest Like the Best, EP.359]

Michael Ovitz – Knowledge Is Power – [Invest Like the Best, EP.359]

My guest today is Michael Ovitz. Michael is the legendary talent agent and co-founder of CAA, or Creative Artists Agency. Michael started CAA in 1975 and over the next twenty years, he built it into the world’s most formidable talent agency, changing Hollywood forever. The list of stars he’s worked with is endless, from Meryl […]

199 downloads Invest Like the Best Jan 09, 2024
1h 48m
Erik Serrano – Investing in Investment Firms – [Invest Like the Best, EP.358]

Erik Serrano – Investing in Investment Firms – [Invest Like the Best, EP.358]

My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone’s of tomorrow and provide those founders with capital […]

159 downloads Invest Like the Best Jan 02, 2024
1h 25m
Doug Leone – Lessons from a Titan – [Invest Like the Best, REPLAY]

Doug Leone – Lessons from a Titan – [Invest Like the Best, REPLAY]

This week we are replaying our episode with Doug Leone. Doug led one of the world’s most successful venture firms, Sequoia, for over 25 years after he was given responsibility for the firm by its founder, Don Valentine, in 1996. Alongside Mike Moritz, the pair managed its expansion from a single $150m early-stage fund into […]

206 downloads Invest Like the Best Dec 26, 2023
1h 9m
Suggested Stories

Who would have guessed laws required companies to request...

DisinterestedSep 25, 2022
0 mins read

The question of whether abortion should be legal has been...

DanielJun 26, 2022
4 mins read

Four-time major winner Brooks Koepka has also left the PG...

sportislife15Jun 26, 2022
0 mins read

The subsidisation of unreliable “renewable” power is why ...

DisinterestedJun 19, 2022
0 mins read

LIV Golf is off to a good start, whatever the PGA Tour an...

sportislife15Jun 11, 2022
4 mins read

All governments eventually lose power, but the Liberal Pa...

DanielMay 29, 2022
4 mins read