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Zach Lloyd

๐Ÿ‘ค Speaker
730 total appearances

Appearances Over Time

Podcast Appearances

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

Like if you're subsidizing users who are going to turn into enterprise leads, but I don't think it's like super smart to subsidize people who are building...

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

Personal websites where there's no strong economic incentive.

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

Yeah, I think to an extent you do that.

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

At some point, though, it's like if you're growing so fast, Warp is not growing really fast.

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

We're adding like a million dollars in ARR every week.

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

You're doing a million a week.

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

Adding a net new ARR.

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

Yeah.

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

Can you just say that again?

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

We're now adding a million net new ARR every week or even less.

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

Honestly, recently, it's accelerating.

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

People love the thing.

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

However, it's like, yeah, you can do the accounting for it however you want.

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

You know, from our perspective, we want to be growing that in a sustainable way.

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

So I think it's crazy to just be like, no, margins don't matter.

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

At some point, you're going to run out of money if you're growing really fast.

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

And though we could probably go raise more money, like for sure.

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

But can I ask you, like, how are you thinking about that as an investor when you're seeing a company like Warp that's growing?

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

We're growing extremely quickly.

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

I think we're still like, I think that's outlier growth.