Warp

“We actually had this happen with warp where there was a person who thought that, you know, warp say I was like, You know, sentient or conscious in some way had, like, a very strong reaction to it”

“The competitors are typically like VS code clones. They all have a sort of IDE centric approach, or if you're taking a terminal centric approach like cloud code, the most common thing is it's just like a pure text based terminal app.”

“The advantage of being at warps layer is like you get the command line interface, but we're the outer app. And so we can do things with the developer experience in the UX. Like we can have editing features where we think it's appropriate. We can build like a c…”

“Like, so you're close to a million MAUs. You're doing something like a million in new revenue every seven to 10 days.”

“And so we really started to inflect when we launched a great coding agent, which was like three, four months ago, honestly.”

“The business concept has evolved a ton. Like the original business concept was like building a collaboration platform, which is like, We've just changed our model to be an agent platform because it's like way more demand for that than a collaboration platform …”

“I think that the, increasingly the limit that we see is context. And like the reasoning capabilities of the models are pretty impressive. The problem is like, Understanding an entire code base or understanding sources outside of the code or literally just unde…”

“Like, if you take, like, Sonnet four to four five, and we're big partners with Anthropic, they have great models, like, that was, like, a few percentage point increase on Sweebench for us. And we invest, you know, we've invested a decent amount to be one of th…”

“Just like automation is a better place to be than productivity enhancement. Like one of the challenges with our business, I think with a lot of the coding businesses is just like proving the ROI. Like, and there've been these studies that show like, you know, …”

“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.”

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

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

“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.”

“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.”

“That was a fifty million dollar round.”

“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”

“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.”

“If you come to Warp, I don't know if it's the most unconventional thing, but, like, I only want to hire people who are a product-focused or product-oriented. And that could be in any role. It's true in engineering. It's true in marketing. It's true in sales. W…”

“And so there's two developer tools that matter. There's the code editor, the IDE, and there's the terminal.”

“And the business that we decided on was like, there's probably like an analogous business to like Figma or notion or Google docs, where you build a collaboration platform around these workflows that developers are doing from the command line. And so that busin…”

“And so what we ended up doing instead of that was like basically posting on Hacker News that we were building this new terminal. It was built in Rust. It had all these features. We posted it with a waitlist, just like sign up, give us your email if you're inte…”

“So we raised, like, 15 to 17 at the A, and then the B was big. It was like a fifty million dollar Series B. Free revenue.”

“And so we moved to this model and we called it agent mode, which everyone has copied that name, by the way, if you look it up on chat GPT, we were the first people to call anything agent mode.”

“Our thesis here now is like, neither a regular terminal nor a regular IDE is like the right approach for agentic developments. Like you really want a tool that's built for this workflow.”

“So we're, you know, we're number one on one of the coding benchmarks, which is terminal bench. We're number three now on sweet bench. So the two public coding benchmarks.”

“We're not quite at a million a week, but we're like, we're getting closer and closer to that.”

“Almost immediately we're like, oh, we should build edit functionality. Like we should let you edit files in here, but that's a trap because that is like an infinite rabbit hole of work. And I've seen this with warp already where I think they have an editor in …”

“We are today, I think as this podcast comes out, releasing warp two, which, you know, we're positioning ourselves as being no longer just a terminal, but an agentic development environment.”

“Basically, state of the art on SweetBench, I think we will, again, I don't want to be quoted here, we can maybe edit this later, but like, we'll probably be number one or close to it on TBench also, which is the terminal benchmark, which really we should be th…”

“We've introduced the ability to let that go fully agentically now. So You know, there's, like, a new set of, we call it, like, an agent profile, where you can, at the level of, like, running commands, or executing diffs, or doing code search, you can control t…”

“The main reason is like, we feel like the integration can go way, way deeper. If warp itself is the thing driving the interaction primarily because of like the, Type of tool calling that we can do, like, directly in Warp.”

“ChatDBT isn't even the model of choice at this point. It's anthropic for us.”

“Our thesis here is that the best interface for launching agents is actually pretty similar to what traditionally has been like a terminal UX. You know, you want this like grouped output. You want the ability to seamlessly run commands.”

“We don't store any code. I know there's some coding tools that are actually like storing your code base. We just store vectors for semantic search.”

“We're using whisper flow, which is another startup, which has got like a really good API around doing speech for text.”

“Warp is over a million lines of Rust code, and this is like, up until very recently, this type of agentic stuff just did not work in Warp because it's not built on any public UI framework, like we have our own internal UI framework, and so it really needs to u…”

“The biggest difference that these are is that these are sort of like cloud synced. And so you can sort of use these wherever you log in. They're sort of shareable. Across the team. And so like, this is our version of cursor's rules.”

“I think we will also, by the way, probably just literally support the cursor rule format.”

“So if you're doing like work in Node or Python, Postgres, MySQL, it works in any REPL and it's a it's a pretty differentiated and cool feature of Warp.”

“Warp can code, and Warp code is at a level that's, like, comparable to cloud code. I think it's actually better than, like, Cursor's agent. It's probably better than Windsurf since they aren't, they don't have Sonnet for.”

“And then eventually I may just check the management pane and my desktop notifications and rarely have warp open at all. Except for inputting prompts. So it feels like a more progressive interface since we own everything beyond like the CLI itself.”

“There's no way for cloud code running in ghosty, let's say to have an editable diff.”

“I think honestly, like the next thing that we'll probably be building is like basically a way in warp of code reviewing what the agent is produced.”

“I would say like our likely path forward on that is like, we will probably at some point make a warp CLI app where if you really want to run it headless, like you want to run it in CI.”

“But if our thesis is that multi-threading is going to become really important, It's going to not be doable on a single machine. Like if you didn't like our memory usage before, you're not going to like it when we're running, you know, 10 10 agents. It's just n…”

“I think even hearing the cloud code folks on your podcast, like I would not be surprised if Anthropic like launched a thing that looks a little bit more like warp where it's like a harness for running a whole bunch of different cloud codes, but it's an actual …”

“You know, it's like almost 600,000 active users on Warp right now.”

“Our revenue since the beginning of the year is growing, like, depends on the week, between five to 15% every week, and so, like, it's actually a pretty fast revenue ramp.”

“The two plans were the pro plan and the turbo plan. Pro was at a thousand, that's going to 2500 requests. The turbo plan is going from 3000 to 10,000 requests. And then we're introducing usage based pricing.”

“The reason we haven't done the usage based, just the pure usage base is it feels psychologically like it's like in your face of like, it encourages like rationing the usage in a way that I think is, doesn't let people get the most out of it.”

“Having the team concept also makes it easier for us to do enterprise-wide sort of like admin controls, which is honestly the, probably the biggest thing that they want is they want, like, they want to enforce that everyone's on a team, that they sign in with S…”

“We can't support like an on-prem type configuration, which some people want.”

“Cause I know that more of the complaints about our backend are the fact that we leaned on Golang than the fact that we leaned on GraphQL. Which is surprising. Mostly because the way we model everything with agentic tool calls doesn't match to go structs very w…”