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Venture CapitalVideosWhy IDEs Won't Die in the Age of AI Coding: Zed Founder Nathan Sobo
Venture Capital

Why IDEs Won't Die in the Age of AI Coding: Zed Founder Nathan Sobo

•December 2, 2025
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Sequoia Capital
Sequoia Capital•Dec 2, 2025

Why It Matters

The argument reshapes how the software industry views developer tools, signaling that next‑generation IDEs will be the primary arena for human‑AI collaboration and could become a decisive competitive advantage for firms that master this integration.

Summary

The interview with Nathan Sobo, founder of the Rust‑based IDE Zed, tackles the hot question of whether integrated development environments are becoming obsolete in the age of AI‑driven coding assistants. Sobo argues that, despite the rise of terminal‑centric, conversational tools, developers will continue to need a visual, code‑centric interface because source code is fundamentally a language meant for human comprehension, not just machine execution.

Sobo highlights several data points: Zed already serves over 150,000 active developers and powers the Agent Client Protocol (ACP), a framework that connects multiple AI agents to the editor. He contrasts the performance ceiling of Electron‑based editors—like Atom and VS Code—with Zed’s native Rust implementation, which delivers near‑zero latency on keypresses. He also stresses the importance of fine‑grained collaboration, proposing a “commit‑on‑every‑keystroke” model that anchors AI‑generated edits and developer feedback directly in the code.

The conversation is peppered with memorable quotes, notably Harold Abelson’s maxim that “programs should be written for people to read and only incidentally for machines to execute.” Sobo uses this to underscore his belief that visual IDEs remain essential. He draws a parallel to Figma’s real‑time design collaboration, envisioning a similar synchronous experience for coding where conversations, edits, and context are woven into a single metadata backbone.

The broader implication is that IDEs are not dying but evolving into platforms that seamlessly blend human and AI interaction. By integrating protocols like ACP and offering ultra‑responsive, extensible interfaces, tools like Zed could reshape developer productivity, code review practices, and the economics of software tooling in a market increasingly dominated by AI assistance.

Original Description

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
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