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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

You're going from I can't do anything to I've built an app.

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 insane.

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 the cases where it's zero to one, yes.

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 when you go into the professional development environment, which is where Warp is focused,

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

There's a bunch of studies that show not really.

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 sort of like the noise that's created by people who are attempting to use like a vibe coding technique on a production code base kind of outweighs or can slow you 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

And so I think that's the big problem with it 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

And this is what we see when we talk to companies.

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 they all kind of rush to deploy some sort of agentic coding solution.

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

No one really knows if it's working and whether it's working or not depends a ton on like how

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

how you use it.

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 you can't just vibe code with it.

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 not a huge vibe coding person to begin with.

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 there's like a way you have to use it in order to get productivity gains.

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 it needs to be figured out how you're going to measure those.

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 great question.

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

In like the prosumer market, there's like strong product market fit, but it's not, I would say it's not a great market.

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

Meaning like they're very high churn, price sensitive customers who are building things that don't have a ton of economic value.

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

In the enterprise market, I actually think the thing that has most product market fit is like autocomplete.

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

which is not the sexiest type of AI.