Opinion
Zach Lloyd: Warp's coding agent outperforms both Cursor and Windsurf
“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.”
Prediction Partly held up
Zach Lloyd: Warp's coding agent will likely top the TBench benchmark
“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…”
Prediction Not checkable as stated
Zach Lloyd: Multi-threaded AI agents will not scale on local machines
“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…”
Assertion Not checkable as stated
Zach Lloyd: Cursor represents a very significant portion of Anthropic's revenue
“Cursor I think is some very significant portion of their revenue.”
Disclosure
Zach Lloyd: Anthropic, not OpenAI, is Warp's primary model of choice
“ChatDBT isn't even the model of choice at this point. It's anthropic for us.”
Opinion
Lloyd: The best agent interface is similar to traditional terminal UX
“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.”
Assertion Supported
Zach Lloyd: Claude Code in Ghostty cannot support editable diffs
“There's no way for cloud code running in ghosty, let's say to have an editable diff.”
Insight
Zach Lloyd: Cloud sandboxes face massive developer adoption friction
“I also think like the sandboxing thing is very cool, but a very big barrier to adoption in the developer tool space. We've been trying, I think, forever to get people off of their local machines to do development, whether it's like code spaces or get pod or wh…”
Prediction Not checkable as stated
Zach Lloyd: Anthropic might launch a desktop agent harness like Warp
“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 …”
Insight
Lloyd: Pure usage-based pricing psychologically encourages users to ration AI tools
“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.”
Disclosure
Zach Lloyd: Warp 2.0 launches as an agentic development environment
“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.”
Insight
Lloyd: Warp builds native agent because tool-calling integration goes deeper
“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.”
Assertion Supported
Lloyd: Warp does not store users' code, only vector embeddings
“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.”
Assertion Not checkable as stated
Zach Lloyd: Warp has almost 600,000 active users
“You know, it's like almost 600,000 active users on Warp right now.”
Assertion Not checkable as stated
Zach Lloyd: Warp's revenue is growing 5% to 15% week-over-week
“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.”
Insight
Lloyd: Centralized admin controls are the primary demand from enterprise buyers
“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…”
Opinion
Zach Lloyd: Figma is entering the developer space against Lovable and Bolt
“I think Figma honestly is now like in the developer space. Like, I don't know if you all have tried any of their tools, like they're further up the like app building kind of stack, like competing with more with like lovable and bolt, but it's like every compan…”
Disclosure
Zach Lloyd: Warp introduced Agent Profiles for granular autonomy control
“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…”
Assertion Not checkable as stated
Zach Lloyd: Warp relies on over one million lines of Rust code
“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…”
Assertion Supported
Zach Lloyd: Warp rules differ from Cursor rules by being cloud-synced
“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.”
Disclosure
Zach Lloyd: Warp will likely support the Cursor rule format directly
“I think we will also, by the way, probably just literally support the cursor rule format.”
Assertion Supported
Lloyd: Warp translates natural language in any REPL session
“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.”
Disclosure
Zach Lloyd: Warp's next feature will likely be in-tool agent code review
“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.”
Disclosure
Lloyd: Warp Will Likely Build a Headless CLI Tool for CI/CD
“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.”
