Replit CEO Amjad Masad: next cycle's Anthropic won't look like Anthropic, VCs should back full-stack paradigm over nth LLM lab
beffjezos · x · 2026-11-03
Replit CEO Amjad Masad argues that as the market cycle winds down, the defining AI company of the next cycle won't resemble Anthropic. He criticizes VCs piling into the "n+1th LLM neolab" out of FOMO, saying few have the courage to go all-in on the next full-stack paradigm — and that those who do will get very rich while the rest are left holding the bag.
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