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

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.