Zach Lloyd

How do you think about how sustainable that growth should be?

I know I'm not supposed to be interviewing you here, but do you think that there's some inherent lock-in that they have that other companies don't have?

Yeah, I think the competition from the model providers is an issue.

But it's like, why start a company?

So I guess I'm not going to speak for the whole coding app industry, but for Warp, it's like a different product.

So every other single product out there is either a clone of VS Code, which, again, is Codex or Cursor or WinSurf or whatever.

They're all the same product.

Or they are terminal apps.

And I do think like, even if you believe that it's like really cheap now to clone software, it's really not cheap to clone Warp.

We were building this thing for five years and it's a very, very differentiated product experience.

I don't think that's enough.

Maybe I feel like there's like a VC trope right now around like, well, product's not a mo.

I think that that's like kind of bullshit, especially when everyone else in the market has the same product.

So I'll speaking for Warp, I actually think we can differentiate on the product quite a bit.

If you believe, though, that it's all just like they're all the same thing and it's like whoever has the most money wins, I guess I see what you're saying.

But I don't agree with that.

Product quality with some amount of like, again, I don't want to like say like lock in it, but there's stickiness in the product.

There's stickiness in features.

So there's stickiness just in like the product experience itself.

It's like, okay, I've become accustomed to this thing.