Replit CEO and co-founder Amjad Masad has spent the past year watching AI agents absorb the routine execution inside his own company, and in a thread posted to X on Monday, he argues the same shift is bearing down on everyone else, with businesses moving toward a self-driving company where, in his words, “humans exercise judgment and agents execute most of the work.”

He rests the case on Ronald Coase’s 1937 question of why firms exist in the first place, the economist’s answer being that companies survive because coordinating work inside them beats coordinating it through open markets, and he contends AI agents are about to collapse the internal coordination costs — the management, the meetings, the reporting — that firms have swallowed as fixed for nearly a century.

In the thread, Masad posted, “The Rise of the Self-Driving Company,” in which he writes that “every company in the Fortune 500 will be a Self-Driving Company” by the end of 2030.

“Every company in the Fortune 500 will be a Self-Driving Company” by the end of 2030.

Replit is moving toward that vision with Replit for Business, which gives AI agents access to company systems, data, and workflows while keeping permissions and approvals in place.

Masad calls the underlying concept the “Agent Habitat,” a space where agents can work with employees and one another without having unrestricted access to company resources. It’s still more of a blueprint; Replit has not yet published a full technical specification explaining how those controls would work together.

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