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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Strauss Zelnick - Playing to Your Strengths - [Invest Like the Best, EP.347]

Strauss Zelnick - Playing to Your Strengths - [Invest Like the Best, EP.347]

My guest this week is Strauss Zelnick, the CEO of leading game publisher Take-Two Interactive. Maybe most well-known for its hugely successful Grand Theft Auto game, Take-Two is a sophisticated, top-t...

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Rick Buhrman & Paul Buser - Find Your X, Nurture Your N - [Invest Like the Best, EP.346]

Rick Buhrman & Paul Buser - Find Your X, Nurture Your N - [Invest Like the Best, EP.346]

My guests this week are Rick Buhrman and Paul Buser. Rick and Paul spent over a decade managing the public equity portfolio at Notre Dame’s Endowment before leaving in 2020 to set up a permanent capit...

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Jack Altman & Miles Grimshaw - Building and Investing in Lattice - [Invest Like the Best, EP.345]

Jack Altman & Miles Grimshaw - Building and Investing in Lattice - [Invest Like the Best, EP.345]

My guests today are Jack Altman and Miles Grimshaw. Jack is the co-founder and CEO of Lattice, an HR software platform. Miles is a General Partner at Benchmark, an early investor and Board Director at...

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Michael Simanovsky - A Platform Approach to Real Estate - [Invest Like the Best, EP.344]

Michael Simanovsky - A Platform Approach to Real Estate - [Invest Like the Best, EP.344]

My guest today is Michael Simanovsky. Mike is the Managing Partner of Conversant Capital, a real estate investment firm he founded in early 2020. Conversant aims to be the most flexible capital provid...

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David Senra - In Service of Founders - [Invest Like the Best, EP.343]

David Senra - In Service of Founders - [Invest Like the Best, EP.343]

My guest today is David Senra, the creator and host of Founders Podcast. With an incredible appetite for biographies, David has delved into the lives of over three hundred entrepreneurs, extracting in...

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Will England - A Primer on Multi-Strategy Hedge Funds - [Invest Like the Best, EP.342]

Will England - A Primer on Multi-Strategy Hedge Funds - [Invest Like the Best, EP.342]

My guest today is Will England, the CEO and Co-CIO of Walleye Capital. Walleye is a multi-strategy hedge fund headquartered in Minnesota that manages around $5 billion. Our conversation is a primer on...

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James Cameron - The Futurist - [Founders, Forever Episode]

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Lee Ainslie - Hedge Fund Maverick - [Invest Like the Best, EP. 341]

Lee Ainslie - Hedge Fund Maverick - [Invest Like the Best, EP. 341]

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