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Why Every Founder Needs a Story | Replit CEO on a16z

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. Timestamps: 00:00 - Intro 00:52 - How Going Direct Saved Replit 02:38 - Improv, Exposure Therapy & Making Mistakes Early 05:20 - Build in Public & the Power of Authenticity 08:40 - Being Uncancellable: Why Retreating Is the Real Risk 13:21 - When to Respond & When to Let It Go 17:39 - Does Every CEO Need to Be an Influencer? 19:38 - Platform Strategy: X vs Instagram vs YouTube 22:53 - Understanding the Meta: How to Actually Go Viral Resources: Follow Amjad Masad on X: https://x.com/amasad Follow Erik Torenberg on X: https://x.com/eriktorenberg Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Listen to the a16z Show on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 Follow our host: https://x.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures.

Amjad MasadguestErik Torenberghost
Jul 17, 202626mWatch on YouTube ↗

CHAPTERS

  1. 0:00 – 0:54

    Cold open: “Being canceled is a choice” + platform/virality teasers

    A rapid set of highlight lines previews the episode’s core themes: resilience in public, choosing not to retreat during backlash, and the strategic differences between platforms. The conversation also hints at what “going viral” actually requires—understanding the current online meta.

    • Cancelation framed as optional if you don’t retreat
    • Early framing of X/Twitter vs Instagram/YouTube audiences
    • Virality requires matching your worldview to the current conversation
    • Teaser question: does every CEO need to be an influencer?
  2. 0:54 – 2:38

    Replit’s “go direct” origin story: storytelling as survival leverage

    Erik sets the stage: Replit is a decade old, with a sharp recent inflection, and Amjad became a standout CEO communicator by going direct. Amjad explains that public storytelling wasn’t optional for Replit—it helped the company persist through years when commercial success lagged.

    • Going direct created real business impact beyond “likes”
    • Storytelling helped fundraising and recruiting before product-market momentum
    • “Meme a dream into reality” as a founder skill
    • If you win commercially early, you may not need heavy founder-driven narrative
  3. 2:38 – 3:40

    Training to communicate: improv, storytelling classes, and exposure therapy

    Amjad describes building communication skill intentionally, starting with stage fright and solving it through deliberate practice. Improv and storytelling became a form of exposure therapy that made public speaking—and later public posting—much easier.

    • Stage fright as a solvable skill problem
    • Improv as daily “make mistakes safely” practice
    • Storytelling training as a founder advantage
    • Exposure therapy: do the scary thing repeatedly until desensitized
  4. 3:40 – 5:20

    Making mistakes early: low-stakes reps before the spotlight

    Because Replit didn’t explode immediately, Amjad could learn in public without massive consequences. He recounts earlier PR missteps (including a Hacker News controversy) as formative “reps” that prepared him for larger stages later.

    • Slow growth allowed low-attention experimentation
    • Early PR mistakes became learning opportunities
    • Hacker News as a founder rite of passage (love → hate → success)
    • “Progressive overload” analogy: stakes rise as your reach grows
  5. 5:20 – 8:41

    Build in public + authenticity: turning internal communication outward

    Amjad explains a practical approach to building an audience: publish what you’re already writing as a CEO. He argues that authenticity and direct communication have replaced overly PR-filtered CEO personas, citing cultural shifts driven by prominent figures going direct.

    • “Build in public” as repurposing CEO communication for external audiences
    • Bias toward public posts, then share internally (Slack)
    • Authenticity as the new competitive edge for leaders
    • Direct channels can outmaneuver traditional media narratives
  6. 8:41 – 9:59

    Uncancellable mindset: why retreating is the real risk

    The discussion turns to reputational crises and why they become “deadly” mainly when leaders disappear. Amjad argues that staying visible changes public perception—people conclude you’re resilient—and attention moves on to the next controversy.

    • PR crises hurt most when you withdraw from public view
    • Staying in the arena creates an “unkillable” reputation
    • Haters often lose interest when they can’t elicit retreat
    • Cancelation framed as a choice driven by your response
  7. 9:59 – 13:22

    The mental game: limbic fear, coping, and principles under fire

    Amjad describes the psychological cost of public backlash, linking it to primal fears of social exile. He emphasizes exposure therapy and grounding in genuine principles as key to enduring criticism—especially for mission-driven companies.

    • Online pile-ons can trigger fight-or-flight, sleep and appetite issues
    • Repeated exposure reduces panic and builds resilience
    • Principles provide strength when motivations are questioned
    • Example: interpreting safety-focused actions as sincere vs cynical
  8. 13:22 – 14:56

    When to respond vs ignore: don’t feed trolls, correct real misunderstandings

    Amjad separates the urge to reply from what’s strategically necessary. He suggests ignoring most conflict, correcting significant misunderstandings calmly, and avoiding visible emotional defensiveness that incentivizes further attacks.

    • You don’t owe the internet a response to every critique
    • Ignoring can be a power move; let comment wars burn out
    • Respond when misunderstanding is widespread and material
    • Avoid emotional defensiveness—weakness can amplify trolling
  9. 14:56 – 17:39

    Case study: the Replit Agent database incident—owning it and shipping fixes

    A concrete example illustrates response strategy: a high-profile user reported an alarming Agent behavior that deleted a database. Amjad explains why acknowledging fault, explaining what changed, and shipping a fix quickly generated positive reception and reduced long-term damage.

    • Incident: Agent deleted a database; issue amplified via viral screenshots
    • Root issue: inadequate prod/dev separation at the time
    • Best response: start with ownership (“we messed up”) and explain improvements
    • Business impact determines whether public engagement is worth it
  10. 17:39 – 19:38

    Does the CEO need to be an influencer? Alternative models and coaching

    Amjad argues there’s no single playbook: sometimes the CEO posts, sometimes another leader becomes the face, and sometimes the product does the talking. He warns that forced posting can become “cringe” and harm the brand, so leaders should match strategy to temperament and context.

    • Multiple routes to attention: CEO-led, team-led, or product-led
    • Examples: non-CEO spokesperson models; essay-driven leadership
    • If you’re already high-profile, consider coaching before “practicing in public”
    • Posting can be learned, but fit and authenticity matter
  11. 19:38 – 22:53

    Platform strategy: X for elites and news ignition; Instagram/YouTube for the early majority

    The conversation maps platforms to adoption curves: X is powerful for tech and elite influence, while Instagram, Facebook, and YouTube reach broader audiences. Amjad shares lessons from building a clips engine and notes that journalists increasingly source stories from X.

    • X/Twitter: early adopters, Silicon Valley, and story ignition for media
    • Instagram/YouTube: reach the early majority at scale
    • Clips machines turn long-form into multi-platform distribution
    • Platform dependence is risky due to algorithm changes and opaque reach
  12. 22:53 – 26:14

    Going-direct role models + “understanding the meta” to actually go viral

    Amjad names leaders he’s learned from and highlights the real work behind distribution: interpreting the current online conversation and timing. He praises essay-style communication that lands inside the zeitgeist, arguing that posting isn’t hard—context alignment is.

    • Influences and peer strategy discussions (e.g., “going direct” groups)
    • Maintain constructive relationships with reporters rather than antagonizing them
    • Virality comes from matching your worldview to the current debate
    • Example: well-timed essays that frame an argument in the moment’s discourse

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