GitHub, every mention
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every year anyone Harry Stebbings 58Adam Gross 16Miles Grimshaw 7Guy Podjarny 6Emad Mostaque 6Amjad Masad 6Zach Lloyd 5Varun Mohan 5Jason Lemkin 5Tomasz Tunguz 4
Verbatim, from the transcripts: the passages where GitHub comes up
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 1:16:38 Rory O'Driscoll The volume comes 10 x and a hundred x bigger, and what it means is that the existing systems, just like GitHub, get overwhelmed because the problem is it's not necessarily that the spend goes up 10 x. 2 times in the scene
- ▶ 1:17:09 unnamed speaker GitHub? 2 times in the scene
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 1:12:41 Harry Stebbings We have the GitHub Buckling Under AI Agent Commit Tsunamis.
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 13:51 Rory O'Driscoll And the fact that they've lost that connection with developers, that GitHub is now a trailing edge product, is to me, over the medium term, a pretty significant loss.
- ▶ 1:04:10 Jason Lemkin It's going to become a GitHub entire workflow replacement in a couple months, right?
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 30:14 Jason Lemkin And as they scale at a level we've never seen before, this isn't just someone that left the flash drive at Scales office, or, or, or, or, or, or dropped the laptop in the subway, or even left, even left a GitHub open.
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 22:02 Aravind Srinivas And when you pair it with the right agent harness, you know, and all the connectors, GitHub, everything, all your developer workflows work fine.
- ▶ 24:44 Aravind Srinivas But imagine taking all those tokens and putting it in the mid-training instead of just tokens from GitHub, right?
OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- ▶ 56:29 Matan Grinberg So this was like way before anyone was thinking about agents, way before people were even using Copilot, we were talking about fully autonomous software development agents.
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
- ▶ 29:37 Amjad Masad And enterprise is a very sticky customer, uh, and once they adopt something, it has to really fall tremendously behind, perhaps like GitHub Copilot, in order for people to replace it.
Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
- ▶ 19:36 Aaron Levie So, you know, starting with GitHub co-pilot six years ago or whatever the date was five years ago, like that was just priced in, which is, which is as soon as
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 52:28 unnamed speaker I want, I don't want to go pilot.
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 2:13 unnamed speaker I mean, so many folks are accidentally uploading code to insecure githubs, to, to database, to super bases that are by default open. 2 times in the scene
- ▶ 22:32 unnamed speaker Just as the, the coding companies, anyone kind of just had GitHub had to roll in complete models and figure out how to adopt it.
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- ▶ 6:26 Jason Lemkin Like why now Jensen said it's the most GitHub stars per unit time, faster than Linux, faster than anything.
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 58:22 Jason Lemkin Buying into one of the fastest growing stars on GitHub, fastest growing deployment.
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
- ▶ 6:08 unnamed speaker And it's not a hundred percent when they're kind of competing with cursor, they're competing with GitHub, but you know, you're grabbing more money instead of maybe being 50% of the revenue of a coder because you've got growth with a gross… 3 times in the scene
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 49:54 unnamed speaker And even at the infrastructure level at the, you know, the githubs and things like that, you have to coattach to where the budget is.
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 2:50 David George In that fund, we also had GitHub, DigitalOcean, uh, Lyft, and many other things.
Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- ▶ 53:48 Maor Shlomo Um, and, and like, you should invest in like a GitHub integration, allow me to edit files and whatever.
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 4:37 Tomasz Tunguz And in the most recent Microsoft transcript, uh, from the earnings, they're talking about a hundred to a hundred and fifty million developers just on GitHub.
- ▶ 16:06 unnamed speaker GitHub because they'll bundle and it's Microsoft.
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
- ▶ 17:46 Zach Lloyd It's like cursor's original product or even co-pilot.
- ▶ 29:23 Zach Lloyd They're like a better version of Copilot and Copilot. 4 times in the scene
Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
- ▶ 35:00 Mike Cannon-Brookes We have many, many code creation tools, so we use RovoDev, we use Cursor, we use Copilot, um, we use a lot of things.
ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings
- ▶ 33:15 Mati Staniszewski While we admired them from their GitHub and Xamarin days, they, that was like still like an angel category for many of the externals.
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
- ▶ 19:21 Martin Casado With, with, with, with GitHub Copilot.
Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
- ▶ 26:38 unnamed speaker Microsoft's license with OpenAI means they have access to all OpenAI's technology, and to the extent that Winsurf was acquired by OpenAI, they would be subject to that license, and then Microsoft would have access to that technology, and…
- ▶ 39:51 Rory O'Driscoll A hundred percent of developers are going to buy a tool like Cursor, like Winsor, because that's how development is done now, like GitHub.
- ▶ 49:27 Jason Lemkin It, it, it, it's in Git and GitHub already.
Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
- ▶ 3:20 Vlad Tenev 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, for us is,
Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell · 20VC with Harry Stebbings
- ▶ 2:00 unnamed speaker That including the Axial of GitHub, right. 2 times in the scene
Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
- ▶ 26:58 Varun Mohan GitHub Copilot was the product that everyone, everyone was talking about, right? 2 times in the scene
- ▶ 38:34 Varun Mohan If all I do at the very end is I create a pull request on GitHub, which is the final way that people review the code, and even 20% of it is wrong, let alone 10%. 2 times in the scene
- ▶ 1:02:33 Varun Mohan Uh, I am aware of the fact that Copilot has done that, but most of our logic is actually in the backend.
What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
- ▶ 8:22 unnamed speaker Um, do I think that GitHub or what, well, maybe GitHub is not the best example, you know, can launch like, uh, coding tools to compete with the likes of lovable and cursive, et cetera. 2 times in the scene
- ▶ 55:03 unnamed speaker Why isn't GitHub, you know, competing with Cursor, right? 2 times in the scene
- ▶ 55:09 unnamed speaker Co-pilot versus Cursor and WinServe is number friggin' one on their gotta kill list for Microsoft, number one.
Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
- ▶ 7:35 Mitchell Green They can use companies like Cursor, Copilot, to help their 10 engineers become like 30 or 40 engineers.
Elias Torres, Co-Founder and CEO @ Agency: What No One Tells You About Selling Your Company · 20VC with Harry Stebbings
- ▶ 36:50 unnamed speaker Oh, let me see that GitHub. 2 times in the scene
20Product: How to Design and Build Products in a World of Agents | Why AI Will Kill Many SaaS Products | What Products Will Thrive and Die in a World of 100M Developers with Matt Biilmann, Co-Founder and CEO @ Netlify
- ▶ 6:05 Matt Biilmann Link to a new GitHub repository or they'll deploy from their command line.
- ▶ 8:18 Matt Biilmann In our space, it's on the one hand tools like cursor, copilot, windsurf.
Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings
- ▶ 44:05 Mike Krieger I was a huge, uh, early proponent of GitHub copilot.
Sridhar Ramaswamy, CEO @Snowflake: Deepseek is Not a Threat to OpenAI & OpenAI Beats Anthropic|E1258 · 20VC with Harry Stebbings
- ▶ 4:08 Harry Stebbings I see so much of the debate going around about, hey, like software engineering and like engineering, it's like the first place that AI is going to really dominate, and you're starting to see that with Copilot and a lot of the tools that we…
Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
- ▶ 9:47 Guy Podjarny Well, I think GitHub Copilot, uh, and rather Coding Assistance as a whole, Cursor and GitHub Copilot, it's hard to say that they are not providing value when they are in a place in which a lot of developers say, this is now the way I… 2 times in the scene
- ▶ 21:12 Guy Podjarny Uh, when you think about GitHub now, for instance, going to actually deploy 2 times in the scene
Dan Fougere, CRO @Datadog: Why Discounting is Dangerous and Contract Sizes are Misleading | E1229 · 20VC with Harry Stebbings
- ▶ 14:04 Dan Fougere Or whatever you know about the company, you get, you have a hypothesis, you have some sort of, you can look on Crunchbase, you can look on TechCrunch, you can, like, do some research, um, get on GitHub, whatever you're gonna do to… 2 times in the scene
- ▶ 35:26 Dan Fougere People call it these days, my outbound calling, emailing, LinkedIn, GitHub, whatever.
Daniel Khachab: "We Are in the Middle of a Cold War for AI Talent" | E1220 · 20VC with Harry Stebbings
- ▶ 6:32 Harry Stebbings Other than developers, where Copilot is still a long way off and has got a lot of problems, hence the rebrand, where are you seeing meaningful, meaningful, I saw in the AI first, like, 80% reduction in customer service cost, but like,…
Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
- ▶ 26:49 Harry Stebbings My immediate thought jumps to GitHub. 4 times in the scene
- ▶ 55:53 Eiso Kant A decision that we made early on is we were actually, Jason and I, my co-friend and I, we were planning on building this company in the Bay Area, and we did the work in the first days of the company, and the work was, let's make a list of…
- ▶ 1:07:11 Harry Stebbings Do you regret not selling source to GitHub? 3 times in the scene
Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
- ▶ 1:03:03 Bret Taylor Software engineering, the craft of software engineering, you know, there's entire methodologies now about how to get increasingly reliable software, which involves using source control like GitHub and using immutable binaries so that, you…
Eric Vishria: Where is the Value in AI - Chips, Models or Apps? | E1206 · 20VC with Harry Stebbings
- ▶ 23:18 Eric Vishria In that, I would put, like, Jira, um, which is Atlassian, GitHub, ServiceNow, you know, a computer, whatever, development environment, Git, whatever.
Kaz Nejatian: How Shopify Built a $90BN Business to Last 100 Years | E1189 · 20VC with Harry Stebbings
- ▶ 19:57 Kaz Nejatian At Shopify, if a marketer wants to create a new landing page, they have to go into GitHub.
Ethan Mollick: Why OpenAl Abandons Products, The Biggest Opportunities They Have Not Taken | E1184 · 20VC with Harry Stebbings
- ▶ 31:46 Ethan Mollick You know, a distro from GitHub, and like, you know, there's work involved that is, that is a narrow set of work that requires time, effort, money.
Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
- ▶ 21:41 unnamed speaker There's GitHub with all of the code repositories.
Tom Hulme: Lessons from a 24x Angel Track Record, 275x on Robinhood & Making Billions on Uber |E1150 · 20VC with Harry Stebbings
Adam Gross: Why Startups Doing Paid Under $100M ARR are not PLG | E1145 · 20VC with Harry Stebbings
- ▶ 19:02 Adam Gross Think about even like GitHub is another great example, a company I did some work with as a consultant. 2 times in the scene
- ▶ 21:29 Adam Gross Friend of mine runs the website for, for GitHub, and this is, you know, classic GitHub problem in spades. 2 times in the scene
- ▶ 24:32 Adam Gross Think about how emotive the brands are of like GitHub or,
- ▶ 27:45 Adam Gross And, you know, arguably, you know, even Dropbox and GitHub, um, and in Heroku have fallen into this in different times. 3 times in the scene
- ▶ 31:54 Adam Gross Uh, so when I was doing some work with GitHub, um, the team there came up with this great product that let you build, uh, workflows and, um, 4 times in the scene
- ▶ 32:24 Adam Gross Uh, it's of course called GitHub actions. 3 times in the scene
- ▶ 48:35 Adam Gross So all of the, um, I remember meeting with GitHub when they were three people, even though I was a, I was a seed investor in Heroku from the beginning.
Roundtable #7: Spotify, Adobe and Linkedin on How AI Changes The Future of Product & Design | E1097 · 20VC with Harry Stebbings
- ▶ 2:41 Scott Belsky Well, I mean, I'm sure we're all experimenting with, um, with GitHub co-pilot in our engineering teams, and there will certainly be, you know, an improvement in both the productivity of developing code and products and also testing and,…
The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
- ▶ 19:15 Miles Grimshaw Copilot as GitHub Copilot, right, like inline suggestions. 2 times in the scene
Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings
- ▶ 6:52 Des Traynor Like if the job of like, you know, managing a project involves like reading email, checking tasks, looking at GitHub commits
Ed Sim: Why Seed Has Never Been More Competitive & Why Pricing Has Never Been Higher | E1076 · 20VC with Harry Stebbings
Scott Farquhar: Founding Atlassian; How We Scaled to a $50B Valuation; The 4 Jobs of a CEO | E1070 · 20VC with Harry Stebbings
- ▶ 16:47 Scott Farquhar But, you know, we had a competitor to GitHub, like, that we built, um, you know, called Bitbucket.
Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
- ▶ 50:05 Guillermo Rauch Co-pilot.
Miles Grimshaw: The 5 Pillars of Venture Capital & Why Co-Pilot is an Incumbent Strategy | E1061 · 20VC with Harry Stebbings
- ▶ 43:46 Miles Grimshaw I think if you looked at Realized, it would probably GitHub or Segment.
- ▶ 54:18 Harry Stebbings The thing that strikes me though, when I hear you discuss those, and then also think to Langchain, and then some of your hits, including Segment, as well as you mentioned earlier, and GitHub, is actually the breadth, the breadth of…
- ▶ 1:01:19 Miles Grimshaw And so you would get, you know, I don't know how many GitHub users GitHub has now, but many tens of millions, like 30, 40, probably 50. 2 times in the scene
- ▶ 1:08:51 Miles Grimshaw Think, think of co-pilot as GitHub co-pilot, right? 2 times in the scene
Jean-Denis Greze: CTO of Plaid, the $18B Fintech Startup; How to Hire, Fire & Build Great UX | E1038 · 20VC with Harry Stebbings
- ▶ 4:37 Jean-Denis Greze So frankly, like your GitHub, the projects that you've shipped, maybe even your blog, I think that stuff can get me excited.
Tomer Cohen: Why LinkedIn Stories Failed; How LinkedIn's Feed Was Born; AI Startups | E1019 · 20VC with Harry Stebbings
- ▶ 1:03:32 Harry Stebbings Toma, do you and the team use Copilot?
- ▶ 1:03:47 Harry Stebbings And my question to you is if we think about now GitHub published 41% of new code creators, AI code creation, what is that in five years?
Guy Podjarney: $7.4B Startup Founder; How to Analyse Market Size; Good vs Great Messaging | E1018 · 20VC with Harry Stebbings
- ▶ 28:15 Guy Podjarny Coming along that didn't happen to have a GitHub login couldn't register to the service. 2 times in the scene
Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
- ▶ 1:42 Emad Mostaque This was before GitHub and everything, so we had subversion.
- ▶ 16:02 Emad Mostaque Like already you're seeing GitHub stars leading to a hundred million dollar funding rounds with zero traction and zero business model.
- ▶ 43:09 Emad Mostaque 50% of all code on GitHub is AI generated now. 3 times in the scene
- ▶ 43:12 Emad Mostaque So you can even use Copilot to help you code the models and other things like that.
Sarah Guo: On Her New $101M Fund; How AI Impacts Inequality; AI Startups vs Incumbents | E1007 · 20VC with Harry Stebbings
- ▶ 18:22 Sarah Guo Uh, code generation's obviously powerful, and, like, Copilot is not the end of it. 2 times in the scene
- ▶ 20:43 Sarah Guo So that's the, like, auto complete stat of, like, I know what's happening next, I'm typing, and, like, GitHub Copilot helps me finish the sentence, um, the function.
Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
- ▶ 33:31 Tomasz Tunguz Like if co-pilot produces a bunch of code and you're a global 2000 and that code is actually copyright, copyrighted by somebody else, what do you do?
- ▶ 37:04 Tomasz Tunguz If in those 80 to 95% of the time it can save you half, half your time, just Copilot does, then that's good enough. 2 times in the scene
Joost de Valk: How I Founded Yoast; The Ultimate Guide to SEO; The Threat of AI | E1000 · 20VC with Harry Stebbings
- ▶ 21:34 Harry Stebbings Is it, you know, forks on GitHub?
- ▶ 53:42 Harry Stebbings Currently, I think it was GitHub posted that 41% of code today is AI generated.
Amjad Masad: How I Founded Replit; Zuck's Famous Saying; Will TikTok be banned? | E987 · 20VC with Harry Stebbings
- ▶ 30:11 Amjad Masad So pre GitHub era, pre open source, every programmer in the world had to write the same functions all the time.
- ▶ 32:02 Amjad Masad There was a study actually done on Copilot users, GitHub's Copilot, 2 times in the scene
- ▶ 32:02 Amjad Masad There was a study actually done on Copilot users, GitHub's Copilot, 2 times in the scene
Hadi Partovi: How I Became an Advisor to Mark Zuckerberg; Lessons from Steve Ballmer | 20VC #961 · 20VC with Harry Stebbings
- ▶ 45:39 Harry Stebbings Can I ask, I read, I think it was GitHub's survey, that 41% of code today is now generated by AI.
Spotify CTO Gustav Söderström: TikTok's Music; How Olivia Rodrigo Gamed the Algo | 20VC #936 · 20VC with Harry Stebbings
- ▶ 1:07:07 Gustav Söderström If you think about coding as an analogy, when you want to learn to code, what you do is you go to GitHub. 2 times in the scene
20Growth: Five Signs of Top Growth Talent and How to Detect Them, How to Structure and Conduct the Most Efficient Customer Discovery Process & The Framework to Determine Your North Star and When To Change it with Darius Contractor, Former VP Growth @ Airt
- ▶ 1:55 Harry Stebbings The platform provides founders with free resources like Azure credits, development tools like GitHub, mentorship resources, productivity software, training, and so much more.
- ▶ 50:30 Harry Stebbings The platform provides founders with free resources like Azure credits, development tools like GitHub, mentorship resources, productivity software, training, and so much more.
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