
🎨Art | 🧑💻Tech | 💸Economics | ⚽️Soccer (@arsenal & @soundersfc) | 🏏Cricket | Global Head of @christiesinc Ventures & Innovation Labs
Seattle, WA
Joined May 2008
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devangt retweeted
Replit was building toward the AI coding era years before it had a name. In 2024, the company shipped an agent that could take a request in plain English, work through errors, provision its own infrastructure, and keep going until the software actually worked. The model companies even reached out to ask how Replit had pulled it off.
Co-founder and CEO Amjad Masad had been thinking about making programming radically more accessible since 2008, and Replit’s original pitch deck predicted AI-generated code before the Transformer paper was published. Today, that same technology is moving into banks, manufacturers, and other large companies, where Amjad says teams are replacing software projects once scoped at $10 million with $250,000 of Replit.
On How to Build the Future, @paulg sits down with @amasad to talk about why @Replit was so well positioned when coding agents arrived, what comes after vibe coding, and his bigger vision for the “self-driving company,” where AI agents increasingly build and operate the software a company needs.
00:00 - "You guys basically invented vibe coding"
02:43 - Watching users copy-paste from ChatGPT
05:27 - The origins of Replit
08:00 - People underestimate their ability to predict the future
10:27 - Grieving the craft
12:52 - A culture of obsessing over users
15:13 - Why enterprises pick Replit
17:28 - The agent was just another user
20:17 - It barely worked, and users loved it
23:13 - $10 million projects now for $250,000
25:45 - Sandboxing for humans
28:14 - "The self-driving company"
30:34 - The way AI flows into companies
33:28 - What Steve Jobs knew before the iPad
35:59 - Killing the sacred cow
38:25 - The rest of the world is two years behind
41:15 - The compute brought on AI
43:46 - The person who assumes dramatic change
devangt retweeted
Replit is the only collaborative AI coding system out there.
devangt retweeted
US FAA has been practicing safe air-gapping for decades.
US FAA says it will phase out floppy disks from air traffic control by 2028 reut.rs/4zsSsu2
Better margin than software
Dylan Patel says Elon is selling xAI's compute to Anthropic and Google because a GPU rents for $15 an hour and costs him $4
"He's raising another $40 billion right now. At the same time, he claims he wants to build 13 gigawatt. 13 gigawatts, if you build all of that out, is, you know, 400 plus billion dollars, right? You know, 500 plus billion dollars. So where does he get the cash, right?"
"Being able to sell GPUs for, you know, $15 an hour when the TCO of them is only like $4 an hour, you have this massive delta. And so he's exploiting that."
"Step two is, okay, how do I use that compute most effectively to dominate the universe, right? ... I'm sure it's just to benefit humanity."
[ Jordi: A little bit. ]
"If that means, hey, he ripped some compute out of the xAI's team to sell it to Anthropic and Google, he had to do that, right?"
Happy for CA and this was right — But door opened in Washington state for income tax!
California got this one right.
Voters rejected the billionaire tax and backed a measure against new taxes.
Prop 40 Billionaire Tax
YES: 3.411 million (44%)
NO: 4.269 million (55%)
Prop 42 Anti–New Tax Measure
YES: 4.138 million (54%)
NO: 3.481 million (46%)
Even California voters have a limit on how much government can take.
If Ram == 8GB load DOS or MinWin
A new Windows 11 update is improving memory usage and performance. theverge.com/news/1025142/wi…
devangt retweeted
live footage of Lisa Su saving AI supply chain trade
$AMD stock is currently up by more than 9% in after-hours following its earnings
🟢🟢🟢🟢🟢🟢🟢🟢🟢
devangt retweeted
It took $AMD all of 2023 to generate $6.5B in data center revenue and it just did $8.5B in a single quarter 🤯
$AMD CRUSHED THEIR Q3 EARNINGS
• Revenue $13.4B vs. Est. $13.1B
• EPS $2.09 vs. Est. $1.94
• Data Center Revenue $8.55B vs Est. $8.13B
• Gross Margin 56% vs. Est. 45%
Q4 Guidance
• Revenue $17B vs Est. $16B
• Gross Margin 55% vs. Est. 55%
We need to learn from Mayor @DanielLurie and not get lost in Seattle.
- homelessness, crime and drugs
- business and downtown
- fostering new companies and investments
This was a beautiful city and can be again !
Opinion: San Francisco is delivering, while Seattle is still deliberating geekwire.com/2026/opinion-sa…
👀
$AAPL reported its fourth quarter earnings after the bell on Monday, beating expectations on the top and bottom lines on strong iPhone sales.
Apple's iPhone sales came in at $57.58 billion versus an estimated of $56.48 billion.
Read more: yhoo.it/4jV3FPs
What’s the weakest link in the execution? Compute delivery not coming on time?
devangt retweeted
If you’re going to make something with AI, make sure it’s 10,000x better than anything you would have made yourself.
If not, you just come across as lazy not smart :)
























