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
Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio
This is 20 VC with me, Harry Stabbings. 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 it was one of the most fun shows, by the way, I've ever done.
Zach, the guest, was incredible. So time for the guest intro. Zach Lloyd, founder and CEO of Warp. They are adding a million of net new ARR every single week.
They are the next generation developer terminal, reinventing how engineers build and collaborate. They've raised over $70 million from the likes of Sequoia, GV, Dylan Field, Elack Gill, And even the legend that is Mark Benioff. Now, before founding Warp, Zack was a principal engineer at Google, where he led development of Google Docs. I mean, Google Docs, what a hero.
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