Replit CEO Amjad Masad Predicts Every Company Will Become a Cybersecurity Company After 2025
Amjad Masad posted on social media summarizing the evolution of enterprises as internet companies in the 2000s, software companies in the 2010s, and AI companies in the 2020s, pointing out that cybersecurity will become a core attribute starting in 2025.
As the CEO of Replit, Masad has long advocated for AI-driven development tools. His views are based on the security risks brought about by the rapid proliferation of AI, code generation, and the increasing complexity of systems, necessitating that companies embed cybersecurity into their core operations.
In terms of market mechanisms, AI companies and those adopting vibe coding are accelerating the flow of funds towards security infrastructure, with a surge in demand for event-driven security tools and compliance services. Early cybersecurity vendors benefit while traditional software developers face pressure from security debt.
Source: Public Information
ABAB AI Insight
Amjad Masad, as the co-founder and CEO of Replit, has focused on lowering programming barriers over the past decade, from early online IDEs to AI vibe coding platforms, with products valued at billions of dollars. He has previously emphasized in various forums like YC that AI will drive the value of traditional software to zero, pushing companies towards agency and platform models.
On the capital path, Replit is focusing on enterprise-level AI development environments through resources like a $250M Series C funding round, while heavily investing in security and compliance infrastructure. The motivation lies in the high vulnerability rate of AI-generated code (Veracode data shows 45% of AI code contains OWASP vulnerabilities), strategically positioning security as a differentiated moat to lock in enterprise customer budgets from development to protection.
Similar to Salesforce's transformation from CRM to Cloud security or Cloudflare's early CDN to a comprehensive security platform, Replit is currently in the expansion phase of evolving from AI tools to a security platform. Masad's historical perspective has shifted from "everyone learns to code" to "AI agents dominate + security first."
Essentially, this represents a restructuring of the industry chain: while AI lowers development barriers, it creates massive security debt, leading to a shift in pricing power from pure software/model companies to platforms with integrated security capabilities. Companies are forced to reallocate budgets to protective layers rather than simple functional iterations, driven by the uncontrollability of AI code and regulatory compliance pressures.