TechCheck TechCheck Takes: AI bubble anxiety is on the rise — AI CEOs weigh in 11/19/25
Nov 19, 2025
Amjad Masad, Founder and CEO of Replit, an AI coding platform, discusses the surging revenue and enterprise adoption of coding agents. He shares insights on navigating investor anxiety and emphasizes the importance of agent-driven automation for real ROI. Joining him, Navrina Singh, founder of Credo AI, tackles AI governance and its role in fostering trust and compliance in enterprises. Together, they explore how proper oversight can enhance AI deployment amid rising concerns about an AI bubble, arguing that AI is an evolving reality, not a passing trend.
AI Snips
Chapters
Books
Transcript
Episode notes
Market Mood Shifts From Euphoria To Caution
- Public markets are shifting from euphoria to caution as investors flag recurring AI costs and debt risks.
- Michael Burry and Jim Chanos warn that AI build-out looks like ongoing expense, not one-time investment.
Replit's Enterprise Leap Through Trust
- Amjad Masad recounts Replit's growth from niche to enterprise deals across governments and banks.
- He says Replit moved from consumer traction into finance, healthcare, and government by building security and reliability.
Verification Is Central To Production AI
- Replit emphasizes verification and testing as key to productionizing AI-created software.
- Masad says their Agent 3 not only builds apps but also tests and runs them to increase reliability for enterprises.
