Warp

9 statements across 1 episodes · 4 bullish · 1 bearish · 1 people on the record · first statement Oct 9, 2025 by Zach Lloyd · said 32 times in 1 episodes since 2025 · across every show →

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brought up most by Zach Lloyd (24), Pablo Srugo (8)

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Everything said about Warp, oldest first

Oct 9, 2025 positive
Disclosure
Zach Lloyd: Warp requires a product management interview for every job candidate
“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…”
Zach Lloyd Oct 9, 2025 ▶ 24:22 He quit Google & his 1st startup failed—but his 2nd grows at $1M ARR every 10 days. | Zach Llyod,... · PMF Show
Oct 9, 2025 neutral
Opinion
Zach Lloyd: The only developer tools that matter are IDEs and terminals
“And so there's two developer tools that matter. There's the code editor, the IDE, and there's the terminal.”
Zach Lloyd Oct 9, 2025 ▶ 30:04 He quit Google & his 1st startup failed—but his 2nd grows at $1M ARR every 10 days. | Zach Llyod,... · PMF Show
Oct 9, 2025
Assertion Contradicted
Zach Lloyd: Warp was the first software product to coin agent mode
“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.”
Zach Lloyd Oct 9, 2025 ▶ 41:00 He quit Google & his 1st startup failed—but his 2nd grows at $1M ARR every 10 days. | Zach Llyod,... · PMF Show
Oct 9, 2025
Disclosure
Zach Lloyd: Warp pivoted from terminal collaboration to AI and agents
“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…”
Zach Lloyd Oct 9, 2025 ▶ 31:50 He quit Google & his 1st startup failed—but his 2nd grows at $1M ARR every 10 days. | Zach Llyod,... · PMF Show
Oct 9, 2025 negative
Insight
Zach Lloyd: Neither traditional terminals nor IDEs suit agentic software development
“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.”
Zach Lloyd Oct 9, 2025 ▶ 43:14 He quit Google & his 1st startup failed—but his 2nd grows at $1M ARR every 10 days. | Zach Llyod,... · PMF Show
Oct 9, 2025 positive
Assertion Not checkable as stated
Zach Lloyd: Warp acquired 10,000 developer waitlist signups via Hacker News
“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…”
Zach Lloyd Oct 9, 2025 ▶ 35:28 He quit Google & his 1st startup failed—but his 2nd grows at $1M ARR every 10 days. | Zach Llyod,... · PMF Show
Oct 9, 2025
Disclosure
Zach Lloyd: Warp raised a $50 million Series B while pre-revenue
“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.”
Zach Lloyd Oct 9, 2025 ▶ 39:37 He quit Google & his 1st startup failed—but his 2nd grows at $1M ARR every 10 days. | Zach Llyod,... · PMF Show
Oct 9, 2025 bullish
Disclosure
Zach Lloyd: Warp is approaching one million dollars in new weekly revenue
“We're not quite at a million a week, but we're like, we're getting closer and closer to that.”
Zach Lloyd Oct 9, 2025 ▶ 45:55 He quit Google & his 1st startup failed—but his 2nd grows at $1M ARR every 10 days. | Zach Llyod,... · PMF Show
Oct 9, 2025 positive
Assertion Supported
Zach Lloyd: Warp ranks first on TerminalBench and third on SWE-bench
“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.”
Zach Lloyd Oct 9, 2025 ▶ 44:10 He quit Google & his 1st startup failed—but his 2nd grows at $1M ARR every 10 days. | Zach Llyod,... · PMF Show
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