Bolt.new, every mention

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every year anyone Harry Stebbings 22Jason Lemkin 11Matt Biilmann 5Jake Saper 5Maor Shlomo 3Tom Hulme 2Mati Staniszewski 1Eno Reyes 1Aatish Nayak 1

Verbatim, from the transcripts: the passages where Bolt.new comes up

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NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation Sep 3, 2026 · 2 mentions

Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive Aug 29, 2026 · 1 mention

  • ▶ 1:28:10 Eno Reyes And so like today we sort of see a little bit of that with, you know, lovable and bolts and these tools that let you sort of build personal applications.

SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings Apr 16, 2026 · 2 mentions

  • ▶ 22:48 unnamed speaker Well, look, Eric from Bolt on these screenshots, Eric from Bolt said, oh, we, we all, I was with, I was at a dinner with the CTO of Lovell. 2 times in the scene

Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings Dec 4, 2025 · 1 mention

Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings Nov 24, 2025 · 3 mentions

  • ▶ 22:26 Maor Shlomo Market and bring in some of, like, the visual, uh, builder that, uh, and kind of like them for the less complex users, and I'm sure that, uh, the other layer, like the, the base 44, the bold, the lovables of the world will go a bit down,… 2 times in the scene
  • ▶ 57:03 Maor Shlomo It was like, when I started, there was like Bolt and Lovable were like very viral on, on, on social media.

Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings Nov 13, 2025 · 3 mentions

  • ▶ 27:45 Jason Lemkin So even Bolt, which was the early leader, they're now just at number three,
  • ▶ 36:20 unnamed speaker Bolt is not as, has shot its bolt as it were, pun intended. 2 times in the scene

20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp Oct 17, 2025 · 1 mention

OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings Oct 9, 2025 · 1 mention

Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings Oct 2, 2025 · 2 mentions

  • ▶ 24:59 Jason Lemkin And I was just talking with someone at Bolt that closed a massive deal against Lovable the other day, right? 2 times in the scene

ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings Sep 8, 2025 · 1 mention

  • ▶ 51:07 Mati Staniszewski Well, it's a risky business where, where, you know, like there will be a winner from some of whether it's, uh, I love what Lovable is doing with Anthen, but Replit, VZero, Bolt are all incredible companies too, um, or products too, that…

Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings Aug 14, 2025 · 1 mention

Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings Jul 31, 2025 · 2 mentions

  • ▶ 38:45 unnamed speaker Um, the, the, the Microsoft competitor to Lovable and Replit, right, and Bolt, um,
  • ▶ 1:12:36 Jason Lemkin You can go into Bolt or Lovable and Replit in different ways, and in some cases, in one click, go from Figma back and forth.

a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings Jul 28, 2025 · 1 mention

  • ▶ 16:20 Harry Stebbings Do you think these are actually tools of market, sorry, I'm so sorry to interrupt you, but market growth or actually just consumer intrigue, which is, there's a lot of people who want to try building a website on Replit or Lovable or Bolt

Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell · 20VC with Harry Stebbings Jul 10, 2025 · 1 mention

Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings Jun 2, 2025 · 3 mentions

  • ▶ 14:44 Harry Stebbings and you converge to eat the lovables and bolts, and will the lovables and bolts converge to try and eat you? 2 times in the scene
  • ▶ 35:37 Harry Stebbings I'm just fascinated, like where, where all of it converges together, as we said, you meet the lovables and the bolts in the middle, and then the figmas are coming in now and actually saying, Hey, turn design into code and kind of coming in…

Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed · 20VC with Harry Stebbings May 5, 2025 · 1 mention

  • ▶ 27:23 Harry Stebbings When you look at your McCaws or your Lovables or your Bolts or your, you name it, their revenue scaling is so unparalleled.

What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings May 1, 2025 · 1 mention

  • ▶ 36:03 Harry Stebbings Squarespace, Wix, any of the website builders, I'm not picking on them or being horrible, but your lovables and your bolts are absolutely killing them on the consumer and, you know, freemium modes.

How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings Apr 24, 2025 · 2 mentions

  • ▶ 18:44 Jason Lemkin Well, weren't they all, we could go through a history, weren't any sphere, Codium, whatever Bolt was before, weren't, didn't these all struggle for a year or two before they, they took off? 2 times in the scene

a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings Apr 17, 2025 · 1 mention

20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak Apr 11, 2025 · 1 mention

  • ▶ 47:50 Aatish Nayak And so things like, again, for my target audience, things like agent, Repli agent mode, Lovable, Bolt, are a little more attractive than some of the IDs.

Tom Hulme & Stan Boland: Lessons from Jensen Huang & How to Fix the UK Tech Ecosystem · 20VC with Harry Stebbings Apr 10, 2025 · 2 mentions

  • ▶ 1:11:23 Tom Hulme Like bolt.new, forty million dollars revenue run rate in three months. 2 times in the scene

20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech Apr 3, 2025 · 1 mention

Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings Mar 31, 2025 · 1 mention

  • ▶ 33:37 Harry Stebbings Is everyone a programmer in a world where you have a bolt or a lovable, which allows you to create simple websites, but websites with pure prompts?

20Product: How to Design and Build Products in a World of Agents | Why AI Will Kill Many SaaS Products | What Products Will Thrive and Die in a World of 100M Developers with Matt Biilmann, Co-Founder and CEO @ Netlify Mar 14, 2025 · 15 mentions

  • ▶ 8:25 Matt Biilmann On the other hand, tools like bold, lovable.
  • ▶ 18:58 Matt Biilmann So one, one of the things I've been talking a lot about is this path where right now, when we look at all this custom development and all of these apps like bold and lovable and so on, right? 3 times in the scene
  • ▶ 22:25 Harry Stebbings You've mentioned Bolt and Lovable. 6 times in the scene
  • ▶ 25:23 Harry Stebbings So there are devs using cursor, there are devs using lovable and bolt, and then there are non devs using your lovables and your bolts. 2 times in the scene
  • ▶ 34:44 Harry Stebbings If, like, an agent builder has to pay you and Bolt or Lovable on OpenAI, how much margin is left? 2 times in the scene
  • ▶ 41:21 Matt Biilmann Like I think when, for me, the, the combo of Bold and Lovable coming out was really the, like, I thought it was going to be 1015 years, and now it's more like the next five years are going to be really interesting, right?

Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings Mar 10, 2025 · 5 mentions

  • ▶ 12:29 Jake Saper But let's take the Bolt lovable, like that, that dynamic, uh, that we were talking about last night. 2 times in the scene
  • ▶ 20:56 Jake Saper Um, the, the thesis we underwrote to is that Eric and his team had built this technology called web container that allows you to host a web app dynamically in a really robust way.
  • ▶ 50:26 Jake Saper But I believe that B to B software, I believe software vendors have an important role in the future, even if the bolts of the world, the curses of the world make coding cheap, easy, in some cases free. 2 times in the scene

Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings Jan 29, 2025 · 1 mention

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