I’m increasingly convinced that the ability to build applications is being democratized in front of our eyes. Factors like creativity, data or taste – not necessarily technical skills or a massive budget – will become the deciding forces behind the next hit products.
And I’m not the only person who believes this. Replit founder and CEO Amjad Masad told me that their AI agent has made more than two million apps (!) in the past six months – all without requiring users to write a single line of code. 100,000 of these apps are hosted in production and being used by people, including for enterprise use cases like Zillow’s customer routing system. The company is now the single largest user of Anthropic models by tokens on Google Cloud.
Oh, and Replit’s subscriber base has been growing 45% monthly since the release of its AI agent. This is the fastest growth in the company’s history (Replit was founded in 2016). Amjad now says the company crossed $100M ARR in June 2025, up from $10M ARR at the…
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