The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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: 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.”
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.”
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.”
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”