Masad: Long-tail SaaS products will disappear due to AI software generation
Amjad Masad · The AI Coding Agent Revolution, The Future of Software, Techno-Optimism | Amjad Masad, CEO, Replit · Feb 6, 2025 · at 1:07:16
Amjad Masad is the CEO of Replit. He is describing how AI agents that generate software on demand will erode demand for traditional SaaS products.
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“As, you know, non-professional software engineers are able to build their own software I think that the demand for the, you know, plethora of SaaS that we have today will also go down, and that will reduce, because you'll be able to generate software on the fly that, like, really fits your use case, and I don't think SaaS is going away anytime soon, because there's all these ways in which companies can support enterprises that's, like, quite important, In terms of security and all that stuff, but there are a lot of long-tail SaaS that I think will just go away”
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More from Amjad Masad
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“So all the stuff that we built around coding AI, I don't think it matters. What really matters is being able to chat with an agent and get an application on the other end.”
Masad: Total software engineer headcount will stay roughly constant
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“Our vision, again, it's like, I think we're going to be able to get to, at some point, like a billion users.”
Replit claims to be only company offering full-stack AI app generation
“We're like, we're the only company that that's done that, which is like the full stack experience from the code to the databases, to the cloud deployment.”