Warp

8 statements across 1 episodes · 6 bullish · 1 bearish · 2 people on the record · first statement Oct 17, 2025 by Harry Stebbings · said 93 times in 5 episodes since 2025 · across every show →

Mentions by year

brought up most by Harry Stebbings (79), Zach Lloyd (13), Alexander Emberikos (1)

mentionsepisodesper episode tap a year for its mentions

2026 1 mention in 1 episode

OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings Feb 21, 2026 · 1 mention · from 26:50
every mention in 2026, scene by scene →

2025 92 mentions in 4 episodes 23 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 Oct 17, 2025 · 45 mentions · from 0:22
20Product: How AI Changes Product Design | Does the Design Phase Become Irrelevant in a World of Vibe Coding | The Five Pillars of Truly Great Product Design with Carl Rivera, Chief Design Officer at Shopify Nov 14, 2025 · 16 mentions · from 1:15
20Product: Revolut Business $1BN Revenue: Five of the Biggest Product Lessons | How Revolut Structures Product and Design Teams | How Revolut Experiments and Invests in New Product Bets | How Revolut Ships Product So Fast with James Gibson Sep 26, 2025 · 16 mentions · from 2:41
20VC: Inside Bending Spoons Acquisition Machine: Evernote, Eventbrite, Vimeo | How Evernote Evaluates Acquisitions and New Product Ideas | How Evernote Mastered Product Launches, User Retention and Monetisation with Federico Simionato Dec 5, 2025 · 15 mentions · from 1:22
every mention in 2025, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Warp, oldest first

Oct 17, 2025 positive

Assertion Supported

Stebbings: Warp raised over $70M from Sequoia, GV, and Marc Benioff

“They've raised over seventy million dollars from the likes of Sequoia, GV, Dylan Field, Elad Gill, and even the legend that is Mark Benioff.”

Harry Stebbings Oct 17, 2025 ▶ 0:34 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

Oct 17, 2025

Disclosure

Lloyd: Sequoia led a $50M Series B in pre-revenue Warp

“That was a fifty million dollar round.”

Zach Lloyd Oct 17, 2025 ▶ 47:27 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

Oct 17, 2025 bullish

Assertion Not publicly verifiable

Zach Lloyd: Warp is adding $1M in net new ARR weekly

“We're now adding a million net new ARR every week, or even less. Honestly, recently it's accelerating.”

Zach Lloyd Oct 17, 2025 ▶ 24:27 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

Oct 17, 2025 positive

Assertion Not checkable as stated

Lloyd: Sequoia connected Warp to CrowdStrike's president within hours of an issue

“And so I reached out to Andrew. I was like, can you help me here? And then that day I was on the phone with the president of CrowdStrike.”

Zach Lloyd Oct 17, 2025 ▶ 51:48 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

Oct 17, 2025 bullish

Disclosure

Lloyd: Every coding task at Warp starts with a prompt

“And so every single coding task we do starts with a prompt, which is the big shift in productivity that's happening right now.”

Zach Lloyd Oct 17, 2025 ▶ 13:11 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

Oct 17, 2025 bullish

Prediction Didn’t hold up

Lloyd: Warp will reach 1M active developer users this year

“I think we'll hit a million active users, active developers this year, and we're, and now obviously we're growing our revenue super duper fast”

Zach Lloyd Oct 17, 2025 ▶ 49:19 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

Oct 17, 2025 negative

Opinion

Lloyd: The VC trope that product quality is not a moat is false

“I feel like there's like a VC trope right now around like, well, product's not a moat. I think that that's like kind of bullshit, especially when everyone else in the market has the same product.”

Zach Lloyd Oct 17, 2025 ▶ 27:11 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

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

Warp

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