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20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp

Overview

Shownote

Highlights

Transcript

Chapters

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20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Oct 17

20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp

20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Oct 17

Overview Shownote Highlights Transcript Chapters Pins

Shownote

Zach Lloyd is the Founder and CEO of Warp, the next-generation developer terminal reinventing how engineers build and collaborate. Warp has raised over $70M from top-tier investors including Sequoia Capital, GV, Dylan Field, and Elad Gil. Before founding W...

Highlights

In this insightful conversation, Zach Lloyd, founder and CEO of Warp, shares his perspective on the evolving landscape of developer tools, AI innovation, and startup growth. Drawing from his experience at Google and leading a fast-scaling AI-native terminal company, he offers candid takes on tech giants, model competition, and what it really takes to build a defensible product in the age of artificial intelligence.

06:46

Sundar is a terrible leader, according to a top exec

07:15

Gemini lags behind GPT-5 and Claude in real-world applications

14:46

AI coding tools could cost up to $10,000 per developer per month.

17:06

Dev teams will have fewer, more senior engineers managing AI agents in five years

32:53

The cost of starting software-driven businesses will drop significantly.

41:16

Good-enough models may be sufficient instead of frontier models, reducing costs and increasing margins.

43:15

Wealth transfer from VCs to founders is central to OpenAI's current structure

49:03

Working with confident investors with a track record of wins is a huge advantage over junior investors who may apply pressure.

50:56

Sequoia contact helped reach CrowdStrike president when product was blocked

53:55

Mark Benioff is a major investor but doesn't provide customer-base advice.

Chapters

Building the Future of Developer Terminals

00:00

Biggest Product Lessons from Rewriting Google Sheets

04:14

Why I Would Short Google: Leadership and AI Strategy

07:10

Comparing AI Models: GPT, Claude, and Gemini: Who Wins and Loses

09:55

Do Margins Matter in AI?

17:04

Adding $1M in ARR Every Week: Is Triple, Triple, Double, Double Dead?

24:57

How to Build Defensibility in a World of AI?

33:58

OpenAI vs Anthropic: Who Wins and Why?

43:05

Biggest Fundraising Lessons Raising from Sequoia, Elad Gil and GV

44:25

Why Sequoia are the Best VC

50:56

What Every Founder Gets Wrong in Fundraising

53:51

Quick Fire Questions and Final Thoughts

1:01:30

Transcript

Harry Stebbings: This is 20VC with me, Harry Stebbings. Now, I am so excited for the show today. Today was probably one of the most, I don't know how to say it, maybe loose discussions that we've ever had. There was no structure to this one, for sure. And ...