DiscussionOpinion

Amjad Masad on Going Direct, Building Replit, and the Future of Software

The a16z Show25m 47s

Amjad Masad discusses how building in public and developing a strong personal brand on social media became essential to Replit's survival during its early years, sharing his journey from stage fright to becoming a prominent CEO voice on platforms like Twitter and Instagram.

Summary

Amjad Masad, CEO of Replit, explores the critical role of direct communication and public storytelling in building his company. He argues that Replit would likely have failed without his efforts to communicate a vision larger than the company itself during years when the product wasn't commercially successful. Masad credits this public narrative-building with enabling fundraising and recruiting before the company achieved traction.

On his personal development, Masad describes overcoming severe stage fright through exposure therapy, improv classes, and storytelling courses in New York. He benefited from a period where his personal profile grew linearly while the company remained relatively unknown, allowing him to make mistakes with minimal public attention. He advocates for 'building in public'—converting private company communications into public posts—as a way to simultaneously communicate with stakeholders and develop communication skills.

Masad emphasizes authenticity as a key differentiator for modern CEOs, citing examples from Elon Musk, Trump, and Kanye West to show how genuine, unfiltered communication resonates with audiences in ways traditional polished PR cannot. He addresses the fear of getting 'canceled,' arguing that being canceled is actually a choice—those who continue engaging publicly eventually become 'uncancellable' as audiences move on, while those who retreat are truly finished.

On platform strategy, Masad distinguishes between Twitter's elite, insider-focused influence and Instagram/YouTube's reach to early majority adopters. He notes that Twitter is where news narratives begin and journalists often report on tweets, making it valuable for raising awareness despite limited reach to mainstream audiences. He stresses the importance of understanding the current zeitgeist to make content go viral—it's not enough to post; creators must 'dress up' their arguments within existing larger conversations.

Masad addresses whether every CEO needs to become an influencer, arguing there's no single path to success. He points to counterexamples like Dario Amodei at Anthropic, who relies on essays and lets product speak for itself, and Sonny at xAI, whose CEO maintains lower visibility. However, he cautions against forcing CEOs into public roles if they're not naturally suited, as this can damage brand perception. He recommends starting with Twitter for tech/Silicon Valley audiences before expanding to other platforms, and suggests studying other leaders' approaches as a learning method.

About this episode

Recorded live at the New Media Summit, Erik Torenberg sits down with Replit founder and CEO Amjad Masad to discuss founder-led storytelling, building in public, and the role of media in company building. Masad reflects on Replit’s decade-long journey, including the years before the company’s recent breakout growth, and explains why communicating a vision can be just as important as executing on it. He argues that for many founders, especially those building ambitious products ahead of the market, telling a compelling story is often necessary to attract talent, capital, and early believers. The conversation explores social media, authenticity, public communication, company-building, and how founders can develop a voice that resonates beyond their product. Along the way, Masad shares lessons from building Replit, navigating controversy, and why he believes founders should think carefully about when to go direct and what story they're trying to tell.

Key Insights

  • Masad claims Replit would have failed without his public storytelling efforts, as the company's early years lacked commercial success but needed to attract investors and talent through narrative and vision communication
  • Masad argues that being publicly canceled is reversible if a person or company continues engaging—the haters eventually give up and move to other targets—but retreat from public view makes cancellation permanent
  • Masad asserts that the key to viral content is not the act of posting itself, but understanding and positioning arguments within the current zeitgeist, as dressing up your worldview in ongoing conversations is what drives visibility
  • Masad contends that modern CEOs have shifted from relying on journalists as gatekeepers to going direct with audiences, with Twitter becoming the starting point for news narratives that journalists then report on
  • Masad suggests there is no single required path for CEO visibility—some successful leaders like Dario Amodei use essays and product quality instead of social media, indicating that forcing reluctant CEOs into public roles can be counterproductive

Topics

Building in public and founder storytellingPersonal brand development and platform strategyAuthenticity vs. traditional CEO communicationManaging criticism and 'cancellation' onlineCross-platform strategy (Twitter, Instagram, YouTube)Determining whether CEOs should engage in public communicationUnderstanding zeitgeist for viral communication

Transcript

Being canceled is a choice. You can choose to get canceled and retreat from the public eye, but I think if you're still out there, at some point, honestly, the haters kind of give up. Some people ask, hey, how should I think about X versus other platforms? You have to understand the meta, because the way to go viral is to dress up your argument, your worldview in the current conversation. Twitter's influence is amazing, but it tends to be elite, kind of inside group influence. I think Instagram, Facebook still, YouTube is where you get to the early majority. Does every CEO need to become an influencer now? Look, I think there's so many paths to success. I…

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