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

<p dir="ltr">Zach Lloyd is the Founder and CEO of Warp, the next-generation developer terminal reinventing how engineers build and collaborate. Warp has raised over $70M from top-tier investors including Sequoia Capital, GV, Dylan Field, and Elad Gil. Before founding Warp, Zach was Principal Engineer at Google, where he led development of Google Docs, and later served as CTO at Time. He's one of the most respected engineering minds redefining the future of developer tools.</p> <p dir="ltr">AGENDA: </p> <p dir="ltr">04:14 Biggest Product Lessons from Rewriting Google Sheets</p> <p dir="ltr">07:10 Why I Would Short Google: Leadership and AI Strategy</p> <p dir="ltr">09:55 Comparing AI Models: GPT, Claude, and Gemini: Who Wins and Loses</p> <p dir="ltr">17:04 Do Margins Matter in AI?</p> <p dir="ltr">24:57 Adding $1M in ARR Every Week: Is Triple, Triple, Double, Double Dead?</p> <p dir="ltr">33:58 How to Build Defensibility in a World of AI?</p> <p dir="ltr">43:05 OpenAI vs Anthropic: Who...