The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 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
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Oct 17, 2025 
Zach Lloyd, Founder and CEO of Warp and former Principal Engineer at Google, dives into the future of developer tools and AI. He shares insights on why AI advantages experienced engineers while posing challenges for juniors. Discussing the fierce competition in talent and the importance of strategic fundraising, Zach reveals Warp's explosive growth, adding $1M in ARR weekly. He analyzes the strengths and weaknesses of AI models like GPT-5 and Claude, and contemplates whether coding is nearing a threshold of 'good enough' at the model layer.
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When To Rewrite A Product
- Avoid rewriting major products unless you have enormous scale and clear need.
- For startups, prioritize shipping and product-market fit over perfect engineering rewrites.
Big Tech Has Innovator’s Inertia
- Large incumbents like Google face an innovator's dilemma and cultural risk-aversion.
- Talent remains strong but incentives slow bold, fast AI moves.
Model Rankings For Coding Today
- Warp benchmarks models and finds Claude and GPT-5 lead coding performance today.
- Gemini (v2.5) trails and needs better integration to compete.