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Cloud Code

7 statements across 7 episodes · 4 bullish · 1 bearish · 7 people on the record · first statement Sep 15, 2025 by Brendan Foody · said 9 times in 5 episodes since 2025 · across every show →

Mentions by year

brought up most by Harry Stebbings (2), Brendan Foody (2), Clay Bavor (1)

every mention, scene by scene, with the transcript →

Everything said about Cloud Code, oldest first

Sep 15, 2025 positive
Disclosure
Mercor engineers rely heavily on Cursor, Claude Code, and Cognition
“Like, the amount of utility that our engineers get from Cursor and Cloud Code and Cognition is incredible, and same thing for-”
Brendan Foody Sep 15, 2025 ▶ 39:19 Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
Oct 17, 2025 bullish
Assertion Supported
Lloyd: Warp has 700,000 users, outpacing Claude Code and OpenAI Codex
“We have way, way more users than Cloud Code, for instance, or Codex. We have 700,000 users because we've been doing this for Five years.”
Zach Lloyd Oct 17, 2025 ▶ 27:58 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
Apr 27, 2026 positive
Disclosure
Adam Foroughi: AppLovin Engineers Mainly Use Cloud Code, With Declining Cursor Usage
“Most people are on Cloud Code. Codex is utilized as well, and Cursor less of these days.”
Adam Foroughi Apr 27, 2026 ▶ 34:06 AppLovin CEO: Why Founders Shouldn't Angel Invest & Why the Best Don't Need Mentorship · 20VC with Harry Stebbings
Jun 6, 2026 neutral
Disclosure
Legora's engineering team uses both Cloud Code and Cursor
“It's Cloud Code, it's Cursor.”
Jacob Lauritzen Jun 6, 2026 ▶ 2:44 Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO · 20VC with Harry Stebbings
Jun 15, 2026 bearish
Prediction Not checkable as stated
Anthropic will die within 12 months if complacent on Claude Code
“If Anthropic thinks cloud code is already a win, In six or 12 months from now, they won't even be around.”
Aravind Srinivas Jun 15, 2026 ▶ 6:42 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 27, 2026 neutral
Disclosure
FOMO Mandates Enterprise AI Tools to Safeguard Proprietary Code
“Yeah, so we have an internal AI policy to make sure that we're only using enterprise account, that there's not sensitive things being uploaded, etc. I think that's really important. And then within those guidelines, most of our engineers are using cloud code a…”
Paul Erlang Jun 27, 2026 ▶ 25:32 How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
Jul 4, 2026 positive
Assertion Not checkable as stated
Sierra engineers report 3x to 20x productivity boost from AI agents
“We have software engineers who are completely AI-pilled and using Cloud Code, Codex, our own internal agent we call Pinecone that we used to run much of the company on, and they estimate they are between three and 20 times more productive in terms of features …”
Clay Bavor Jul 4, 2026 ▶ 16:50 Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
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