20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp

This is 20 ABC with me, Harry Stebbings. Now, I am so excited for the show today. Today was probably one of the most, I don't know how to say it, maybe loose discussions that we've ever had. There was no structure to this one for sure. And it was one of the most fun shows, by the way, I've ever done. Zach, the guest, was incredible. So time for the guest intro. Zach Lloyd, founder and CEO of Warp. They are adding a million of net new ARR every single week. They are the next generation developer terminal reinventing how engineers build and collaborate. They've raised over $70,000,000 from the likes of Sequoia, GV, Dylan Field, Eli Gill, and even the legend that is Marc Benioff. Now before founding Warp, Zac was a principal engineer at Google where he led development of Google Docs. I mean, Google Docs, what a hero. As I said, Zac was one of the most fun guests I've ever had on the show, and he really put up with a lot of shit from me in this episode. And so I can't wait to hear your thoughts. Let me know your feedback. Harry@20vc.com. But before we dive into the show today, on this show, we care about velocity. Most teams lose it in code review, not in writing code. Now, CodeRabbit fixes that. The second a PR opens, it leaves clear, line by line comments, calls out what the change might touch, and offers one click fixes. You can teach your organizational standards using your own custom instructions such as cursor or clawed rules and enforce them on every PR. CodeRabbit has so far reviewed more than 13,000,000 PRs and installed on 2,000,000 repositories used by over a 100,000 OSS projects. If you wanna cut code review time and bugs in half, try a free month at coderabbit.ai with the code two zero v c. And while code rabbit keeps your code clean, Tezi makes sure AI handles the rest. Hiring shouldn't take months. Tezi's AI agents work twenty four seven to keep your recruiting pipeline full, instantly reviewing inbound applications, sourcing top talent, rediscovering those hidden gems in your ATS, detecting fakes and prequalifying candidates before your team even starts interviewing. What makes Tasi so different? Well, it's all in one. AI agents across the workflow from open to offer, a built in ATS, plus a 750,000,000 candidate database. That means added recruiting capacity when you don't have enough hours in the day. And that's why companies like Mutiny, Pocus, and Aurum, and even public companies like Real already trust Tezi. With features in VentureBeat, TechCrunch, Fortune, and Axios, you have to check them out. Tezi.ai/20vc for 10% off your first year and start making hires in days. After Tezi streamlines your operations, warp dot dev helps your team ship faster. AI coding is everywhere, but most of it, honestly, it's pretty chaotic. Code that is almost right, but you don't really understand. …