GitHub Copilot
part of GitHub
5 statements across 5 episodes · 3 bullish · 1 bearish · 5 people on the record · first statement Mar 21, 2025 by Elias Torres · said 41 times in 27 episodes since 2023 · across every show →
Mentions by year
brought up most by Zach Lloyd (5), Miles Grimshaw (4), Varun Mohan (3), Tomasz Tunguz (3), Sarah Guo (3), Harry Stebbings (3), Amjad Masad (3), Guy Podjarny (2)
tap a year for its mentions
2026 4 mentions in 4 episodes 1 per episode
- OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
- Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
- SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- every mention in 2026, scene by scene →
2025 17 mentions in 11 episodes 2 per episode
- 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
- Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
- Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
- Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
- a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
- Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
- What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
- Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
- 3 more episodes that year, every mention in 2025 →
2024 3 mentions in 2 episodes 2 per episode
2023 17 mentions in 10 episodes 2 per episode
- Sarah Guo: On Her New $101M Fund; How AI Impacts Inequality; AI Startups vs Incumbents | E1007 · 20VC with Harry Stebbings
- Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
- The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
- Miles Grimshaw: The 5 Pillars of Venture Capital & Why Co-Pilot is an Incumbent Strategy | E1061 · 20VC with Harry Stebbings
- Amjad Masad: How I Founded Replit; Zuck's Famous Saying; Will TikTok be banned? | E987 · 20VC with Harry Stebbings
- Roundtable #7: Spotify, Adobe and Linkedin on How AI Changes The Future of Product & Design | E1097 · 20VC with Harry Stebbings
- Ed Sim: Why Seed Has Never Been More Competitive & Why Pricing Has Never Been Higher | E1076 · 20VC with Harry Stebbings
- Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
- 2 more episodes that year, every mention in 2023 →
Everything said about GitHub Copilot, oldest first
Mar 21, 2025 bearish
Torres: Cursor's Fast Revenue Growth Is Fragile Due to Low Switching Costs
“The cursors and all that stuff, like you can easily switch to like windsurf and you can switch to this and you can go back to copilot and like, so that revenue could disappear. This is a brand new phenomenon and we do not know how it plays out.”
Jul 14, 2025 positive
Tenev: AI generates the majority of new code at Robinhood
“We've moved from, you know, GitHub Copilot, which is an auto-complete system, to Cursor, and now things like Windsurf, where, I mean, nearly all of the code is, is written by AI, and the adoption rate within engineering for us is, You know, close to a hundred …”
Jul 28, 2025 neutral
Casado: OpenAI Lost Its Early Leads In Code, Image, And Video Generation
“OpenAI was the first to code, right? With GitHub Copilot. I mean, they provided the weights. As far as I know, and they lost that. And they were first to image with Dali, and they lost that. And they were the first to video with Sora. And as far as I can tell,…”
Oct 17, 2025 positive
Apr 25, 2026 positive
Masad: Enterprise customers rarely replace AI coding tools unless they fall behind
“Cursor has done well at enterprise sales. And enterprise is a very sticky customer and once they adopt something, it has to really fall tremendously behind, perhaps like GitHub Copilot, in order for people to replace it.”