developer

also referred to as: developers

18 statements across 17 episodes · 8 bullish · 4 bearish · 16 people on the record · first statement Nov 30, 2015 by Ed Sim · across every show →

Everything said about developer, oldest first

Nov 30, 2015 bullish
Insight
Developers increasingly drive enterprise software purchasing decisions bottom-up
“I think developers are increasingly wielding more and more power in the enterprise these days, and it's one of those things where they're, you know, coding or develop, or using a new technology, they'll download it, or they'll try a free version, then they'll …”
Ed Sim Nov 30, 2015 ▶ 19:25 20 VC 092: The Repeatable Playbook of SaaS with Ed Sim, Founding Partner @ BoldStart Ventures
Jul 22, 2016
Insight
Helgason: Developer growth peaks early in a platform's lifecycle
“The growth of developers happens early in the platform's life cycle and then slows down before the platform has finished growing.”
David Helgason Jul 22, 2016 ▶ 12:34 20VC: Unity 3D's David Helgason on Building a $bn Business, Getting Funded By Sequoia and Powering The Pokemon Revolution
Jul 22, 2022 neutral
Insight
Samani: Developers, not retail consumers, are blockchain's true customers
“The customer of a blockchain is, is not retail. The customer of a blockchain is developers.”
Kyle Samani Jul 22, 2022 ▶ 49:43 Kyle Samani: Why Bitcoin is Not a Hedge Against Inflation | 20VC #909 · 20VC with Harry Stebbings
Nov 1, 2023 positive
Insight
Meyer: Developers drive CFO software purchasing decisions at Databricks
“For Databricks, the developers are, we, developers have to love us, right? Because they're going to be the ones influencing the decision that the CFO makes.”
David Meyer Nov 1, 2023 ▶ 46:44 David Meyer: Why You Should Hire People Who Aren’t In Product Already | E1076 · 20VC with Harry Stebbings
Feb 14, 2024 negative
Insight
Gonto: Traditional SDR outreach to developer users never works
“Like if you are doing a product for developers and you have an SDR reach out, it's never going to work out. The developer doesn't want to talk to that.”
Martin Gontovnikas (Gonto) Feb 14, 2024 ▶ 24:49 Martin Gontovnikas (Gonto): The Biggest Mistakes Startups Make When Scaling into Enterprises | E1115 · 20VC with Harry Stebbings
Feb 14, 2024
Insight
Gonto: Psychology is crucial when marketing to software developers
“Even when you sell to developers, psychology is key to marketing because as Daniel Kahneman says, all decisions are emotional.”
Martin Gontovnikas (Gonto) Feb 14, 2024 ▶ 2:09 Martin Gontovnikas (Gonto): The Biggest Mistakes Startups Make When Scaling into Enterprises | E1115 · 20VC with Harry Stebbings
Apr 29, 2024 bullish
Disclosure
Mensch: Mistral focus is enabling developers to easily fine-tune models
“It's a very hard job to make a specialized model. So it's actually very tied to the way you create a pre-trained model. And so bringing the tools that allow to do it in a foolproof way. So allowing developers to create a customized model that are performing ve…”
Arthur Mensch Apr 29, 2024 ▶ 13:15 Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
Aug 28, 2024 negative
Assertion Not checkable as stated
Narayanan: AI developers over-optimize models for benchmarks over real-world performance
“When there is so much pressure to do well on these benchmarks, developers are intentionally or unintentionally optimizing these models In ways that look good on the benchmarks, but don't look good in real world evaluation.”
Arvind Narayanan Aug 28, 2024 ▶ 18:25 Arvind Narayanan: AI Scaling Myths, The Core Bottlenecks in AI Today & The Future of Models | E1195 · 20VC with Harry Stebbings
Nov 4, 2024
Assertion Supported
Altman: Most software developers currently use multiple AI models
“I think developers use multiple models. Most of the time, and I'm not sure how that's all going to evolve as we head towards this more agentified world.”
Sam Altman Nov 4, 2024 ▶ 23:57 Sam Altman: What Startups Will be Steamrolled by OpenAI & Where is Opportunity | E1223 · 20VC with Harry Stebbings
Nov 29, 2024 bullish
Prediction Not checkable as stated
Podjarny: Higher developer leverage will drive up software quality expectations
“Developers will have more leverage in their ability to produce high quality software. And consumer expectations, business expectations, will increase accordingly.”
Guy Podjarny Nov 29, 2024 ▶ 32:19 Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
May 16, 2025
Insight
Yamashita: Non-designers prefer linear workflows over Figma's 2D infinite canvas
“But as we started building other products, we realized, and other audiences, they're like, oh no, people are confused by a two D canvas. They would prefer to be in more of a workflow where they can see one thing at a time. And so as we contemplated other Types…”
Yuhki Yamashita May 16, 2025 ▶ 27:23 20Product: Figma CPO on How Figma Builds Products: What Works, What Does Not | How Figma Does Testing and Product Reviews | The Future of Design, Engineering and Product with Yuhki Yamashita
Jun 9, 2025 negative
Assertion Not checkable as stated
Kaufman: Entry-level junior marketers are being replaced by AI faster than developers
“So I think that in, in marketing, the entry level juniors have been replaced the fastest. Definitely faster than developers.”
Micha Kaufman Jun 9, 2025 ▶ 1:01:27 Fiverr CEO & Founder, Micha Kaufman: "If You’re Not Adapting to AI, F* You. You’re Done!" · 20VC with Harry Stebbings
Jul 31, 2025 bullish
Prediction Open · timeframe Jul 2030
Lemkin: Tech companies will give developers $10k monthly in AI credits
“I think every developer at a top tech company growing is going to give them 10,000 dollars a month of AI credits. Everyone's going to get 10,000, not 200, which is what we're thinking. We thought that was a lot a couple months ago. They're all going to get 10,…”
Jason Lemkin Jul 31, 2025 ▶ 30:08 Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
Dec 12, 2025
Insight
Cloud security is hard because developers own infrastructure while security owns risk
“The reason that securing cloud applications is so hard is because the people who can actually solve the problems are the developers. They own the infrastructure. But security owns the risk.”
Raz Herzberg Dec 12, 2025 ▶ 36:29 20Growth: How Wiz Built a $30BN Brand in Enterprise | What Worked vs What Was a Mega Failure: Lessons Learned | Why Marketers Make the Worst CMOs & What To Look for in Growth with Raaz Herzberg
Jan 22, 2026 bullish
Assertion Open · timeframe Dec 2025
Lemkin: RevenueCat Tripled Developer Count in Final Months of 2025
“I think they tripled the number of developers on their platform in the last four months or three to four months of the year.”
Jason Lemkin Jan 22, 2026 ▶ 10:36 Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
Mar 9, 2026 bullish
Assertion Open · timeframe Mar 2027
Clements: 95% of developers switch AI models daily
“And one of the things that we're learning is like 50% of developers switch model families on a daily basis and 95% of developers switch models on a daily basis.”
Miles Clements Mar 9, 2026 ▶ 6:24 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Jul 13, 2026 bearish
Opinion
Abrahami: Atlassian Is Vulnerable to AI Replacement by Developers
“And when I look at it at Atlassian, I think that the customers are the ones that are more likely to build things with code code, right? Because with code code, because they are developers, right? So I'm always in, in a bit of a concern there because I'm like, …”
Avishai Abrahami Jul 13, 2026 ▶ 9:10 Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings
Aug 9, 2026 bullish
Prediction Not checkable as stated
Atallah: More agent harnesses will emerge so developers own user relationships
“In fact, I think we'll see more harnesses come up in the future because it's a way of building a user experience on top of models. It's a way for developers who are not model labs to own a user relationship, and that is just going to be incredibly valuable for…”
Alex Atallah Aug 9, 2026 ▶ 47:58 OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
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