Uploaded April 2026 | Updated September 2026, 2 weeks ago
IDEs are dead. When coding models plateau, the moat moves up the stack. Amjad Masad sat down with Harry Stebbings on @20VC to talk about the SaaS apocalypse, why Cursor’s bet looks shakier by the week, and what it actually takes to stay 10 steps ahead.
Full episode out now: youtu.be/pN-CK54ms2c
IDEs are dead. When coding models plateau, the moat moves up the stack. Amjad Masad sat down with Harry Stebbings on @20VC to talk about the SaaS apocalypse, why Cursor’s bet looks shakier by the week, and what it actually takes to stay 10 steps ahead.
Full episode out now: youtu.be/pN-CK54ms2c










