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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

Yeah, they were asleep at the wheel.

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

They had Copilot.

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

It's not as good.

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

It's literally, it's like a bunch of like, I know the guys at Cursor, like some smart people from MIT who are like, they were actually working on something else.

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 then they just kind of out executed on the autocomplete part, which again, I don't think autocomplete is the future.

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 don't feel like I'm like,

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

seeding competitive ground here to cursor the future is more like developed by prompt but really really good execution on their part our curse are paying massively for talent i've spoken as far as i know like they are they are paying massively for talent do you feel the pressure to pay massively for talent

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 do.

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

It's like a super competitive space.

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 I think we can offer, cause we're like earlier, like we can offer more equity.

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

They can probably offer more cash, but yeah, it's like a crazy, crazy space that we're in right now.

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

Very competitive, which again, I think, I think reinforces the, like the importance of senior engineers is not going down.

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

It's never been more competitive for us to hire someone good.

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

Do you mean in terms of like the VC valuation or what people are getting paid or just the whole 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

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

Do you, I think it's like, do you fundamentally believe that this is transformational technology?

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

If you do, I think, I mean, it's crazy, but it's like not crazy.

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 it's, I'm a skeptical person by nature, but I am a full believer that AI is going to change every single business.

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 there's going to be some big losses, I put it that way, but there's also going to be some big winners.

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 it's going to depend a bunch on what industry you're in, what the short-term impact is.