GitHub, every mention

17 scenes (2026), the whole family · ← back to GitHub

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every year 2026 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

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NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation Sep 3, 2026 · 4 mentions

  • ▶ 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 Aug 27, 2026 · 1 mention

Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue? Aug 20, 2026 · 2 mentions

  • ▶ 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 Jul 29, 2026 · 1 mention

  • ▶ 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 Jun 15, 2026 · 2 mentions

  • ▶ 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 Jun 13, 2026 · 1 mention

  • ▶ 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 Apr 25, 2026 · 1 mention

  • ▶ 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 Apr 20, 2026 · 1 mention

  • ▶ 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 Apr 16, 2026 · 1 mention

  • ▶ 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 Apr 2, 2026 · 3 mentions

  • ▶ 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 Mar 19, 2026 · 1 mention

  • ▶ 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 Feb 19, 2026 · 1 mention

  • ▶ 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 Jan 15, 2026 · 3 mentions

  • ▶ 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
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