Partnering with Zed: The AI-Powered Code Editor Built from Scratch

• Sequoia leads Zed Series B; built in Rust, 150K monthly active devs.
• 2nd most popular AI IDE by usage (State of AI 2025).
  • 9% of Rust devs now use Zed, up from 1% a year prior.
  • Users: Anthropic, Linear, Ramp, Shopify; Mike Bostock, Mitchell Hashimoto, Solomon Hykes.
• Founders Nathan Sobo, Scandurra, Brunsfeld — previously built Atom at GitHub.
• DeltaDB: open-source sync engine with character-level permalinks + real-time human/AI collab.
  • Every code operation captured; enables AI agents as first-class collaborators.
• Bet: IDEs survive the AI shift — speed + collaboration moat, not just AI wrapper.

Sonya Huang and James Flynn (Sequoia Capital) · 2025-08-20 · Read on sequoiacap.com