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

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Martin Casado - Entering Uncharted AI Territory - [Invest Like the Best, EP.381]

Martin Casado - Entering Uncharted AI Territory - [Invest Like the Best, EP.381]

My guest today is Martin Casado. Martin is a partner at Andreessen Horowitz and first joined me on Invest Like the Best in 2022. So much has changed since then, and it was awesome to have Martin back ...

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Modest Proposal - AI Commoditization and Capital Dynamics - [Invest Like the Best, EP.380]

Modest Proposal - AI Commoditization and Capital Dynamics - [Invest Like the Best, EP.380]

My guest today is Modest Proposal, joining me for our third conversation and the first in a few years. Modest is anonymous online, but one of the more thoughtful investors I know, overseeing a large p...

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Robert Greene - Optimizing Your Reality - [Invest Like the Best, EP.379]

Robert Greene - Optimizing Your Reality - [Invest Like the Best, EP.379]

My guest today is Robert Greene, author of many books but perhaps most famous for his books "48 Laws of Power" and "Mastery." He has spent his life studying why people behave like they do and why some...

25 Kesä 20241h 3min

Pat Grady - Relentless Application of Force - [Invest Like the Best, EP.378]

Pat Grady - Relentless Application of Force - [Invest Like the Best, EP.378]

My guest today is Pat Grady, a longtime growth investor at Sequoia and one of the firms senior leaders. Pat has been a part of a long list of legendary investments, ranging from Snowflake, Zoom, Servi...

18 Kesä 20241h 32min

Frank Blake - Leading By Example - [Invest Like the Best, EP.377]

Frank Blake - Leading By Example - [Invest Like the Best, EP.377]

My guest today is Frank Blake. Frank is the former chairman and CEO of Home Depot. I recently interviewed Home Depot co-founder Ken Langone and became fascinated by the business’s impressive lineup of...

11 Kesä 20241h 4min

Adam Sandow - The Power of Print Media - [Invest Like the Best, EP.376]

Adam Sandow - The Power of Print Media - [Invest Like the Best, EP.376]

My guest today is Adam Sandow. Adam is the chairman and CEO of SANDOW Companies and the executive chairman and founder of Material Bank. He has built an entire ecosystem of businesses and brands that ...

4 Kesä 20241h 6min

Howie Liu - Building Airtable - [Invest Like the Best, EP.375]

Howie Liu - Building Airtable - [Invest Like the Best, EP.375]

My guest today is Howie Liu. Howie is the co-founder and CEO of Airtable, a no-code app platform that allows teams to build on top of their shared data and create productive workflows. The business be...

28 Touko 20241h 10min

Mark Groden - The Future of Flying - [Invest Like the Best, EP.374]

Mark Groden - The Future of Flying - [Invest Like the Best, EP.374]

My guest today is Mark Groden. Mark is the Founder and CEO of Skyryse, a company on a mission to make general aviation as safe as commercial aviation and change the future of flying. As you may know, ...

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