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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Sarah Tavel - Consumer & Marketplace Investing - [Invest Like the Best, EP.168]

Sarah Tavel - Consumer & Marketplace Investing - [Invest Like the Best, EP.168]

My guest this week is Sarah Tavel, a general partner at Benchmark, working alongside past guests Bill Gurley and Chetan Puttagunta. Sarah has a long history as both an investor and as an operator.  Sh...

7 Apr 20201h 3min

[BONUS] Boyd Varty - 40 Days and 40 Nights

[BONUS] Boyd Varty - 40 Days and 40 Nights

In the midst of the worldwide quarantine, my friend Boyd Varty decided to begin an adventure he has been considering for a long time: a 40 day and 40 night stay in the African wilderness. I’m releasin...

5 Apr 202027min

Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167]

Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167]

My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and the major ways in which the COVID19 outbreak has dramatical...

2 Apr 202055min

D.A. Wallach – Investing in Healthcare - [Invest Like the Best, EP.166]

D.A. Wallach – Investing in Healthcare - [Invest Like the Best, EP.166]

My guest today is D.A. Wallach, one of the more interesting investors I’ve come across. He is the former lead singer of the group Chester French and the former artist-in-residence at Spotify, where he...

31 Mars 20201h 17min

Chad Cascarilla – Update on Tail Risk - [Invest Like the Best, EP.165]

Chad Cascarilla – Update on Tail Risk - [Invest Like the Best, EP.165]

My guest today is Chad Cascarilla, here to discuss some of the tail risks in the economy and markets as of March 24th in the midst of the Coronavirus pandemic. Chad was one of the most successful inve...

25 Mars 202046min

Brent Beshore – Update on Small Business and Private Equity - [Invest Like the Best, EP.164]

Brent Beshore – Update on Small Business and Private Equity - [Invest Like the Best, EP.164]

My conversation today is with my close friend Brent Beshore. Brent is a private equity investor who owns and interacts with many small businesses, which have been hit especially hard by COVID. We disc...

20 Mars 202040min

Dan Rasmussen – Investing Through a Crisis - [Invest Like the Best, EP.163]

Dan Rasmussen – Investing Through a Crisis - [Invest Like the Best, EP.163]

My guest this morning is Dan Rasmussen of Verdad Capital. Like me, Dan and his firm focus on quantitative research. Just a month before the COVID crisis hit markets, they completely and published a st...

16 Mars 202045min

Bill Gurley and Chetan Puttagunta – An Update on Consumer & Enterprise Venture Capital - [Invest Like the Best, EP.162]

Bill Gurley and Chetan Puttagunta – An Update on Consumer & Enterprise Venture Capital - [Invest Like the Best, EP.162]

My guests today are Bill Gurley and Chetan Puttagunta, both partners at benchmark capital. We review the early stage investing world in the face of coronavirus in a very timely conversation, which is ...

13 Mars 202041min

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