Masad: Software engineering and SDR AI agent markets are heavily oversaturated
Amjad Masad · The Future of Software Creation with Replit CEO Amjad Masad · Y Combinator · Sep 12, 2025 · at 37:05
Replit CEO Amjad Masad discusses overcrowded verticals in the AI agent market at Y Combinator Startup School.
“I think certainly software is like really tricky, software engineering agents. There's like, there's a lot of people that want to do that. And if you're coming in late, you want to have a truly novel idea to be able to like compete there. But, you know, there's a lot of things like who's, who's building the agent for HR or finance? I know one company is doing accounting. There's a lot of companies doing SDR for whatever reason, that's very crowded.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →