Will software survive in the AI-coding era?

Watch on YouTube ↗  |  January 15, 2026 at 20:37  |  35:36  |  CNBC
Speakers
Amjad Masad — CEO, Replit
Deirdre Bosa — Anchor/Reporter, CNBC Tech Check

Summary

Replit CEO Amjad Masad joins Deirdre Bosa to discuss Replit's new natural-language mobile app creation and publishing feature. The conversation focuses on the AI coding boom, the public software selloff, and whether AI-first software will disrupt or complement incumbents. Masad argues that AI coding removes engineering bottlenecks, favors agent-ready platforms, and leaves room for enterprise systems of record like Salesforce. Replit remains private and is weighing whether an IPO would help growth or create distraction.

  • Replit announced natural-language mobile app creation and app-store publishing.
  • AI coding tools are gaining traction among non-developers and enterprises.
  • Public software stocks have sold off while Silicon Valley builders are excited.
  • Amjad says AI coding removes tech talent bottlenecks and favors adopters.
  • He expects fewer public software companies over five years and pressure on closed vendors lacking agent/API strategies.
  • He says Salesforce and enterprise systems of record remain important.
  • He argues app-layer companies can benefit by routing across multiple AI models.
  • Replit remains private and is weighing whether an IPO would help or distract.
Ideas
Amjad Masad CEO, Replit 13:28
AI coding will reshape software winners.
AI coding and vibe coding remove the software engineering bottleneck, letting non-technical users and internal teams quickly build, publish, and monetize apps. Companies that embrace this shift can run more product bets and should come out ahead, while those that do not may die. Over five years, there will likely be fewer public software companies, and closed vendors without APIs, MCP servers, or agent-platform strategies will disappear, while companies that become agent platforms should thrive.
AI-SECTOR HIGH
Amjad Masad CEO, Replit 13:28
AI coding will reshape software winners.
AI coding and vibe coding remove the software engineering bottleneck, letting non-technical users and internal teams quickly build, publish, and monetize apps. Companies that embrace this shift can run more product bets and should come out ahead, while those that do not may die. Over five years, there will likely be fewer public software companies, and closed vendors without APIs, MCP servers, or agent-platform strategies will disappear, while companies that become agent platforms should thrive.
Legacy software HIGH
Amjad Masad CEO, Replit 16:03
Salesforce remains key enterprise system of record.
Salesforce remains important because large enterprises still need established systems of record for core functions. Amjad says Salesforce is fantastic, Replit builds automations on Salesforce, and Replit needs this system of record even as AI coding and internal tools proliferate.
CRM MED
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This CNBC video, published January 15, 2026, features Amjad Masad discussing AI-SECTOR, Legacy software, CRM. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Amjad Masad  · Tickers: AI-SECTOR, Legacy software, CRM