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TechCheck Takes: Anthropic’s Claude Code and the rising threat to software — Replit CEO weighs in 1/22/26

TechCheck

CNBC

Faang, Business, Cnbc, Management, Investing, Disruptors, Tech, Technology

4.566 Ratings

🗓️ 22 January 2026

⏱️ 33 minutes

🧾️ Download transcript

Summary

Replit is launching a feature that will let users create fully published and monetizable iOS apps using nothing more than natural language. It’s a big step forward in the AI-first coding space, a feature that bigger players like OpenAI, Microsoft, and Google haven’t come close to. CEO Amjad Masad joins CNBC’s Deirdre Bosa live to talk about the latest boom in AI-first coding, triggered by Anthropic’s Claude Code going viral, and the potential wave of vibe-built software.

Transcript

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0:00.0

Hi everyone and welcome to this Tech Check live stream.

0:03.5

I'm Deirdre Bosa and what a week it's been on Wall Street but also Silicon Valley.

0:08.0

If you look at the software trade this week, you see fear, but if you look at GitHub or Twitter X, it's a party.

0:15.0

Public markets are dumping software while it feels like everyone, including me with zero technical experience, are shipping

0:22.3

real apps. We're living through a chat GPT like inflection moment for AI. And the catalyst

0:27.1

is a new tool from Anthropic called Claude Co-work. Now, what used to require years of coding

0:33.3

experience or thousands of dollars, it now starts with just a prompt and a clear idea of what

0:38.2

you want to build. So I've been experimenting with this myself on a few different vibe coding

0:41.9

platforms. I use Replit. This is a vibe coding app that is meant for people who have never touched

0:47.3

coding before. I created what I'm calling market bling. This is a web-based dashboard that tracks the market cap of the top 10 public companies

0:57.0

and notifies you when a company crosses a specific trillion dollar milestone.

1:01.0

For example, you get confetti when alphabet hits $4 trillion in market cap.

1:06.0

You get rain clouds when Tesla drops below $2 trillion.

1:10.0

Now, this is something that I have dreamed of creating for years covering financial markets.

1:15.6

I actually first thought about it.

1:17.6

My first job with CNBC in Singapore, and I remember joking about having a hockey-style red goal lamp in the newsroom every time a market, every time a mega cap hit a new milestone so now with replet

1:29.4

i actually have the digital version published online by the way if you want to use it yourself i

1:35.7

was even able to add that sort of like hockey red lamp afterwards with just one line of props

1:42.4

you can just iterate on top and on top of what you have.

1:45.5

Now, another app I built with Cloud Co-Work.

1:47.6

It's a version of a coding AI for regular people that was just released and creating a lot

1:52.8

of buzz.

...

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