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
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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
1h 13m
3 speakers
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This is 20VC with me, Harry Stebbings. Now, I am so excited for the show today. Today was probably one of the most, I don't know how to say it, maybe loose discussions that we've ever had. There was no structure to this one for sure. And it was one of the most fun shows, by the way, I've ever done. Zach, the guest, was incredible. So time for the guest intro. Zach Lloyd, founder and CEO of Warp. They are adding a million of net new ARR every single week. They are the next generation developer terminal, reinventing how engineers build and collaborate. They've raised over $70 million from the likes of Sequoia, GV, Dylan Field, Elad Gil, and even the legend that is Marc Benioff. Now, before founding Warp, Zach was a principal engineer at Google, where he led development of Google Docs.
I mean, Google Docs. Docs, what a hero. As I said, Zach was one of the most fun guests I've ever had on the show. And he really put up with a lot of shit from me in this episode. And so I cannot wait to hear your thoughts. Let me know your feedback. Harry at 20vc.com. But before we dive into the show today, on this show, we care about velocity. Most teams lose it in code review, not in writing code. Now, CodeRabbit fixes that. The second a PR opens, it leaves clear, line-by-line comments, calls out what the change might touch, and offers one-click fixes. You can teach your organizational standards using your own custom instructions, such as cursor or Claude rules, and enforce them on every PR. CodeRabbit has so far reviewed more than 13 million PRs and installed on 2 million repositories used by over 100,000 OSS projects.
If you want to cut code review time and bugs in half, try a free month at coderabbit.ai with the code 20VC. And while CodeRabbit keeps your code clean, Tezi makes sure AI handles the rest. Hiring shouldn't take months. Tezi's AI agents work 24-7 to keep your recruiting pipeline full, instantly reviewing inbound applications, sourcing top talent, rediscovering those hidden gems in your ATS, detecting fakes and pre-qualifying candidates before your team even starts interviewing. What makes Tessie so different? Well, it's all in one. AI agents across the workflow from open to offer a built-in ATS plus a 750 million candidate database. That means added recruiting capacity when you don't have enough hours in the day.
And that's why companies like Mutiny, Pocus, and Aurum, and even public companies like Real already trust Tezi. With features in VentureBeat, TechCrunch, Fortune, and Axios, you have to check them out. Tezi.ai forward slash 20VC for 10% off your first year and start making hires in days. After Tezi streamlines your operations, warp.dev helps your team ship faster. AI coding is everywhere, but most of it, honestly, it's pretty chaotic. Code that is almost right, but you don't really understand. Well, that's why Warp exists. With Warp, the old lines between terminal and IDE disappear. It's a seamless environment for coding with agents where you can prompt, plan, review, and ship production-ready code, edit files in-app,
review diffs as you go, and deploy straight to production without switching tools. Warp tops the benchmarks, literally number one on terminal bench, top five on software engineering bench verified, and is trusted by over 600,000 developers and used by 56% of the Fortune 500 engineering teams, making it one of the fastest growing AI companies with revenue growing 30x this year. With Warp, you don't just get speed, you get code you can trust, The average developer saves five hours a week with Warp. That's almost half a day. Try Warp for free at warp.dev forward slash 20VC. And to get pro for only $5 for your first month, use the code 20VC. That's 20VC. You have now arrived at your destination. Zach, dude, I'm excited for this.
It's been a long time coming. So thank you so much for joining me today. Yeah, I'm psyched to be here. Dude, I would love to start. Google Sheets, you led engineering there. Reroad it from the ground up is what I was told in my extensive referencing, which as a venture investor is almost fuck all because we don't do diligence these days.
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