Replit Bets That Software's Last Moat Is an Illusion

Amjad Masad built a $3 billion company that lets anyone publish iOS apps by typing a sentence. Revenue grew 15x. But security researchers found vibe-coded apps ship with critical vulnerabilities. The friction he removed wasn't just bureaucracy.

Replit Mobile Apps: Vibe Coding Threatens Software Moats

Amjad Masad wore a keffiyeh to a shooting range in Santa Clara last November. Two minutes with an AR-22, and the paper burglar's head was perforated. "I always compete," he told the SF Standard reporter riding shotgun in his black Mercedes.

Eight weeks later, Masad's company shipped a feature that turns competition into something closer to target practice. Replit's Mobile Apps feature, launched Thursday, lets anyone type a sentence and receive a publishable iOS application. No Xcode. No provisioning profiles. No developer account paperwork. Just intent, then app, then App Store submission. The friction that kept amateur software out of Apple's walled garden evaporated in a single product update.

"The barrier to creating a fully published, monetizable iOS application is no longer syntax or SDKs," Masad told CNBC. "It's just intent. You describe the vibe, and the AI handles the architecture."

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