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 11 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
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…”
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…”
Zach Lloyd: Cursor represents a very significant portion of Anthropic's revenue
“Cursor I think is some very significant portion of their revenue.”
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.”
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 …”
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.”
Zach Lloyd: Warp has almost 600,000 active users
“You know, it's like almost 600,000 active users on Warp right now.”
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.”
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…”
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.”