Bolt.new

“I think I keep hearing people talking about the first one person billion dollar business is already created. I think that's absolutely ridiculous. On the one hand, companies are growing faster and more efficiently than ever. Like bolt.new, forty million dollar…”

“Like bolt.new, forty million dollars revenue run rate in three months.”

“But those businesses will clearly disrupt the square space and the web flows and et cetera.”

“Latest, like there's been different ones of them, but by far the most impactful have been Bolt. News that sort of really exploded into the market at the end of last quarter, and we would say set a new standard for how far you can go with like a prompt based ag…”

“So for example, we just invested in a company called Bolt, or previously the parent organization called StackBlitz... They've gone zero to 20 million in run rate in two months. And we were lucky to lead their series, be there.”

“The other one would be Bolt. There's a straight quad wrapper. And again, another now they've announced twenty million ARR, which is another step up from our eight million that we put on the title.”

“Last week, we had, you know, almost 200,000 software composers, you know, we like to call them, that use Bolt to build web applications.”

“We think that, that number should be a hundred million. And yeah, and we, we're on this growth clip it seems like you know, maybe, maybe we'll get there sooner or later.”

“We've been online for just under two months now, and we've already had the first startups launch out of this thing. You know, they've used Bolt to build their startup and are making money, like, you know, charging on Stripe or whatever have you.”

“A week before we launched Bolt she went onto Upwork and listed this project and said, Hey, I want to build this product. Da da da. Asked for quotes on the thing. She got a quote for 5000 dollars from, I think it was Dev in like Ukraine or something estimated t…”

“A lot of folks you know, especially in the web dev shops, et cetera, They're just, they're able to punch out incredible web applications faster than ever before for clients and are able to charge the same price.”

“Within, within a week, we, you know, we were doing like, you know, double the amount of traffic, and StackBlitz had been online for seven years, and we were like, what?”

“We had the idea for Bolt earlier this year, you know, we haven't really shared this too much publicly, but like, you know, we actually had tried to build it with some of those, you know, state of the art models back in January, you know, February, you can kind…”

“It turns out there are hundreds of thousands of people that we have seen that were using Cursor and we're trying to build apps with that where they're not traditional software does, but we're heavily leaning on the AI.”

“We've had like the first startups now launch off of Bolt entirely where this, you know tomorrow I'm doing a live stream with this guy named Paul, who he's built an entire CRM using this thing and, you know, with backend, et cetera. And you know, people have ma…”

“I think like we have like two type of families of tools. One is like we re-imagine the software development. I think Bolt is there. And I think like a cursor is more like an evolution of what we already have. It's like taking the IDE and it's amazing. And it's…”

“You made four million of revenue in four weeks.”

“Both Bolt and Cognition DevIn and a bunch of other sort of agent type startups, they all use Nullify to deploy because of this one feature.”

“And so actually the core of Bold.net, we actually made open source. So you can actually go like, go in and check out like the system prompts and et cetera, and you can run it locally and whatever have you.”

“I think like if you ask me what my advice, I think you have three options. One is to focus on bolt. The other is to focus on the web container. The third is to raise one billion dollar and do them both. I'm serious. Like, I think like otherwise. You need to ch…”

“The past couple of days have been like, you know, half a million of error per day, just, I mean, which, you know, insane.”

“We went from you know, call it zero customers to, you know 20, 30,000 kind of, you know, in, in six weeks”

“For the first time in the company's history, we're selling primarily to almost non-developers.”

“We're not actually taking, you know, to date on the revenue we've done, we have not really taken a margin at all on this stuff.”

“You can also buy additional tokens, you know, just with usage based billing effectively. And that's accounting for an additional 20, 30% of revenue that's coming to the company.”

“Replit has the database, the sort of live hosting, everything integrated that you're going to want to build. And you're, I think you're on a collision course with them, to be honest.”

“And a lot of that comes down to having a giant database of common errors that you can maybe even fine tune stuff on at some point. Right? So doing that on, on one ecosystem, you can move a lot faster than if you're trying to support a lot of different language…”

“In terms of what Bolt New seems to be is, I think it's looking like a culmination of all the different tools people have been playing with, all placed into one.”

“Like, I remember v zero when it first launched, it was pretty bad. Like, and like anyone who was a developer, is a developer using it was terrible. But like, you know, two, three months in, it's one of the best ones out there. So I have no doubt the same thing…”

“Cause again, you can't always assume the AI knows everything. And this is where I know we just jumped straight into bolt, but if I wanted to build an actual application, I would do research first on what I need, how it would work, how it works, what the setup …”

“I am still a cursor guy for the simple fact that I enjoy programming, I enjoy coding, like this sort of robs me of the fun.”

“I truly believe if you're trying to build something that you that you want users to use, you're going to have to get your hands dirty.”

“And this is why you're, you know, Replit and Bolt for non-technical people, in my opinion, are the clear winner. Just have to enter again when it poops like that, because it handles the end to end, right? Versus with cursor, like you can build something, but d…”