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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

anchored on sort of the beauty of the engineering and trying to get the engineering perfect.

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 if you don't have a product that anyone cares about, I think like that's a crazy place to be spending your time at the beginning of a company.

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 should all be around like, can I build something that people want to use?

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 there's a engineering mindset mistake I think that people will make where it's like, well, they don't want to use it because the performance isn't like 30% better.

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

That's not a good place to spend time.

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 Google's at risk.

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 would never have said that five, 10 years ago.

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 find myself using ChatGPT more and more.

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 so I think they have big innovators dilemma problem.

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

This isn't directly answering your talent question, but I think it's more of like incentives where it seems like they're really slow on AI is like my take.

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'm definitely not impressed by how Gemini is integrated into their consumer products.

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 Gemini as a model is 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 in the three models that we care about at Warp are Gemini, GPT-5, and Claude.

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 it's there.

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 don't know, they had a lead.

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 wrote the paper on Transformers.

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 an awesome outcome from my standpoint.

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 from like a talent perspective, there's still a ton of very, very smart people at Google.

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 just seems like a super risk averse place to me 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

Like the people I know who I respect a lot, to be clear, are by and large staying at Google because they're super well compensated.