Nathan Sobo has spent nearly two decades pursuing one goal: building an IDE that combines the power of full-featured tools like JetBrains with the responsiveness of lightweight editors like Vim. After hitting the performance ceiling with web-based Atom, he founded Zed and rebuilt from scratch in Rust with GPU-accelerated rendering. Now with 170,000 active developers, Zed is positioned at the intersection of human and AI collaboration. Nathan discusses the Agent Client Protocol that makes Zed "Switzerland" for different AI coding agents, and his vision for fine-grained edit tracking that enables permanent, contextual conversations anchored directly to code—a collaborative layer that asynchronous git-based workflows can't provide. Nathan argues that despite terminal-based AI coding tools visual interfaces for code aren't going anywhere, and that source code is a language designed for humans to read, not just machines to execute.

Hosted by Sonya Huang and Pat Grady, Sequoia Capital