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 this episode of 20VC, Harry Stebbings interviews Zach Lloyd, founder and CEO of Warp, a next-generation developer terminal. Zach shares insights from his experience rewriting Google Sheets, discusses the current state of talent and innovation at Google, and compares AI models like Gemini, Claude, and GPT. The conversation explores the future of the enterprise developer market, the role of AI in coding, and the potential for increased developer productivity. Zach also touches on Warp's growth, pricing strategies, and the competitive landscape, including the challenges posed by larger companies like OpenAI and Anthropic. The episode concludes with a discussion about fundraising, the value of having experienced investors like Andrew Reid from Sequoia, and a quickfire round of questions about the AI landscape.