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OpenCode Founder Jay V: Open Source, AI Coding Agents & Building Multi-Decade Moats

Jay V discusses the rise of OpenCode, lessons from building in open source, and why AI application companies can outperform model providers at the product layer.

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Video summary

Jay V is the founder of OpenCode, an open source AI coding agent that reached 2M users within months of launch and is used by 6.5M developers monthly. In this conversation with Arnav Sahu, Partner at Peak XV, Jay covers the open source model ecosystem, why model labs are structurally disadvantaged at the application layer, and how over a decade of hard lessons compounded into a product that broke through.

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