Replit CEO: coding agents are becoming AI product infrastructure

The Information @theinformationOriginally posted 2026.09.24

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At our AI Agenda Live summit, Replit CEO Amjad Masad argued that coding agents are becoming foundational infrastructure for the next wave of AI products. But he also had a warning for startups building on top of the major labs: “Everyone needs to be skeptical of them.” As coding becomes embedded in more AI products, Masad said companies should be mindful that their model providers may also become competitors.