Everyone Can Build Software. What Happens Now? Replit’s CEO Amjad Masad Has an Idea | Disrupt 2026
TechCrunch YouTube 1,321 views as of 17 October 2026
Why it is here
The full 30-minute TechCrunch Disrupt 2026 session with Replit CEO Amjad Masad, the primary source for his on-stage remark that Replit is “no longer working with Anthropic”. The YouTube description itself only summarises the talk (the future of programming when anyone can build software); the Anthropic remark is reported by the press and not yet checked against the video here. Low views (1.3k) but first-hand.
Description
Description written by Gemini from the videoGemini 3.8 Flash, 17 October 2026
Summary
At TechCrunch Disrupt 2026, Senior Reporter Rebecca Bellan interviews Amjad Masad, co-founder and CEO of Replit, about how autonomous AI agents and “vibe coding” are reshaping software development. Masad details Replit’s growth in enterprise adoption, platform security, the “self-driving company” workflow, and Replit’s pivot toward OpenAI models over Anthropic.
What is shown
- Onstage discussion between Rebecca Bellan and Amjad Masad [00:13–30:08].
- An audience protest stunt [09:07–09:24] where people wearing silver masks carry signs reading “JARED STOP” and “JARED TOOK MY JOB”, which Bellan explains is a promotional stunt staged by an AI startup before security removes them.
- In-depth verbal discussion of Replit features, including full-stack cloud sandbox environments, security scanning, kill-switch controls, and autonomous agent triage workflows [11:15–24:45].
Claims & numbers
- Enterprise replacement example: Masad states SMBC in Japan was quoted $10 million and 18 months by consultants to build accounting software, but internal domain experts built it themselves using Replit [01:30–02:05].
- Internal SaaS replacement: Masad says Replit replaced a 7-figure enterprise analytics SaaS contract with an internally built tool connected across GitHub, DataBricks, and support systems [03:15–04:15].
- Provider subsidies: Masad claims competitor coding tools like Claude Code subsidize usage by giving “$10,000 worth of tokens... by paying $200” [15:20–15:30].
- Switch from Anthropic to OpenAI: Masad confirms Replit moved to OpenAI’s models (such as GPT-6 Sol and Astra), claiming they beat Anthropic on internal and public benchmarks (VibeBench) for vibe-coded apps, and notes Replit was a “top 5 customer” [16:30–17:05].
- Revenue breakdown & NRR: Masad claims enterprise rose from ~2% of Replit’s revenue last year to ~15% this year, with B2B now representing over 50% of total revenue [17:28–17:42], and reports a Net Retention Rate (NRR) of over 400% [18:00–18:15].
- Valuation & funding: Bellan notes Replit previously raised at a $9 billion valuation; Masad claims Replit is gross-margin positive with expanding margins and has no immediate need or plans to raise capital [27:15–27:45].
Notable quotes
- [16:32] “I think GPT is better now... consistently Sol and Astra perform better on building vibe-coded applications from scratch.”
- [18:03] “So we have an NRR of over 400%. In the SaaS era, like the best company could be 130%.”
- [29:04] “I hope both... the reason companies still come to Replit is because we’re the best user experience for software creation; the reason they stay with Replit and expand with Replit is because it’s the best infrastructure to deploy and manage software.”
Assessment
This is a live, unedited stage interview from TechCrunch Disrupt 2026. No live software demos or visual product interfaces are shown on screen, though the conversation provides direct executive commentary on Replit’s internal operations, partner models, and business performance metrics.
Described by gemini-3.8-flash on 2026-10-17 from the video’s audio and frames.