Zach Lloyd

There's stickiness a little bit in the fact that

We have a ton of users.

We have way more users than Cloud Code, for instance, or Codex.

We have 700,000 users because we've been doing this for five years.

That's not sickiness, but that's like there's a great funnel.

Do you have more users than Cloud Code?

I'm like 98% sure of that, yeah.

So I can tell you part of the reason I believe that is because of where we sit in the stack, I can actually see how many people are using Cloud Code and Warp.

And I can see the trends of all these other products, which is, again, is an interesting thing about where we are.

And it's not super high volume.

What trends are you seeing?

So every time one of these model providers puts out a thing, whether it's Cloud Code or Codex or Gemini, you see like a temporary spike in their thing.

people using it within Warp.

And I think the nature of the developer market, which is kind of over, I don't know, underappreciated, overlooked, whatever, is like developers just want to try the newest thing, always.

It's a fragmented market.

They want to try the newest thing.

Again, this can work against Warp as well.

But all of these other things are basically equivalent, right?

They're all the same product, whereas Warp is not.

And you can see the spike.