Bolt

“Replit and lovable of a year ago and bolt were not a moat today. They have massive moats. And so I think it could easily happen with an instinct. All the use cases that has to accomplish become a moat.”

“End of 20, 24 was when the likes of Bolt and Lovable launched, and that was also And interesting, that was kind of the second tailwind. We thought we were getting DDoSed at the time, actually, because we just saw this customer launching lots and lots of databa…”

“Codex It does feel a little more technical than your lovable or your replet or your bolt. But if you can stay with it the output I think is super, super valuable.”

“Fast checkout provider to be running on Stripe, Bolt was famously not, they had built their own payment rails.”

“We're also seeing the likes of Lovable, which hit seventeen million dollars ARR in just three months, Bolt, achieving twenty million ARR in two months, and Kodo, radically lower the barrier for turning software ideas into working applications.”

“I think if you see this where I'm working like in Claude or in cursor, you might be excited to start using those, but I would really recommend starting slow with a GPT project. Beautiful UI, super simple, then maybe graduate to like a bolt or a lovable. And th…”

“The main difference between all these tools is basically the harness. So the models are all the same models. You know, I I'll run Claude within cursor. I'll run it within Claude code. And it's also the models that Claude is also the model that is underlying Bo…”

“One of my old sales guys run sales there. And I talked to him when they went from zero to fifty million in like six months”

“By far the number one tool for vibe coding apps is Roark. Bolt, the vibe code app, Replit, in my opinion, none of them come close to how good Roark is.”

“Claude figured that out. Cursor didn't figure this out. Replit and Lovable and Bolt didn't figure it out. I can tell you the story. Claude figured it out. Anthropic, the guys, you know, once they quit OpenAI, they figured it out and everyone grafted on this, i…”

“I'm not worried about those three.”

“So even Bolt, which was the early leader, they're now just at number three, They don't even have an AI agent anymore. They've outsourced it to Claude.”

“I invested in Bolt in the last round.”

“I'm putting it like lovable bolt.”

“I think there's going to be a class of tools where you sort of start from the front end. This would be things like Lovable or Bolt or Replit or maybe even Figma Make if you're coming from the design side, and you'll have like an all-in-one platform for Build a…”

“Bolts at 60.”

“So, we're trying to throw the world's largest hackathon and set a Guinness World Record”

“We're at the stage where you can literally take, like, a website app idea you have, Throw it into Bolt, and it's going to design something for you and build it for you in a matter of seconds. Something that you'd have to hire a team of designers and engineers …”

“Last year, in twenty-twenty-four, we were getting ready to shut the company down. When you're dealing with that sort of situation where it's like, are we gonna shut down the company, or what are the other outcomes? We're gonna go and turn over every stone, and…”

“Right now, none of these platforms really support native mobile. Okay. It's complicated. Do they help you prototype a native mobile app? Yes. Can you hook up things like Expo and others and get close? Yes. But if you talk to the folks that work at these platfo…”

“And I think for a lot of the others, you know, I think it's already, especially the companies that you talk about in the prototyping space, it's already getting really crowded there.”

“So this is similar to how, you know, if you're going to use something like a bolt or a lovable replet, it's going to do something similar. Now you have this with grok four as another option for you to go and go and do this.”

“If you have tried Bolt and Lovable, it's overrated if you don't know how to prompt properly, and it's underrated if you know how to give, prompt it and give it context.”

“The idea that Pre 2024 companies have this infra debt, and it's so hard to unjumble, and you can't innovate, you can't grow fast. I don't think that's true. What I do think is true is you need founders who are understanding of the technical advancement that's …”

“I think Figma honestly is now like in the developer space. Like, I don't know if you all have tried any of their tools, like they're further up the like app building kind of stack, like competing with more with like lovable and bolt, but it's like every compan…”

“I think it was like, 20 bucks a share or something, and Sequoia did it at two 60.”

“Spotify, early investment that he trusted our business model in, let's say eight to 10 X. Bolt, you have to be determined, but let's just assume it's somewhere between, you know, 50% and face value of what Sequoia paid. It's, you know, six, seven X.”

“StackBlitz worked on WebAssembly containers for four years and got, was, I mean, they were making some progress, but like they, you know, nothing is compared to Bolt, which did the unlock. But like right now they can capitalize and just work on the agents beca…”

“I think with time, they're going to need to build out more and more tunables, more and more ways to configure the product with time. But I think for us, if we can deeply understand code, like large code bases, it'll naturally follow that with very little effor…”

“They're actually powering the customer support for Perplexity and Replit and Bolt and a bunch of other like top AI companies now.”

“Cursor and windsurf are, For more technical people, I would say. Lovable and Bolt are for non-technical people who want to ship software.”

“I just think generally text to app builders are over building everything or completely setting everything up as an overbuilt tool. But actually all the features are under, under built. So if you ask for like a Shopify, a Spotify clone with Bolt, it'll spit out…”

“And the lovables and bolts and curses of the world are probably going to introduce a to-do list task-based UI in the future because it just kind of, it makes a lot of sense.”

“And then I created a landing page in like 30 minutes using bold. And within two weeks, we got 1800 waitlists. Signups.”

“We have official partnership with Cursor AI Windsurf, Bolt, Lovable, and all the top AI coding tools.”

“I spent a lot of my limited liquidity buying up secondaries in, in Bolt in like, 2017.”

“Lovable hit four million. It was doing basically a million dollars of ARR every week for the first four weeks, and it's now at twenty million plus... Bolt is at twenty million. Lovable is at twenty million.”

“I also kind of predict that that's going to Be a very shaky space to build on... It might be that they're the next Squarespace. Squarespace, you know, eventually become a public company, but I don't personally think so. I think that that's going to be just lik…”

“What I love about Bolt or Lovable or some of these others is that it's, it just feels a lot more calm. And like my heart rate is, is a bit higher right now. Like I feel like I'm going to do something wrong.”

“I mean, I know Cursor almost died, right? Bolt almost died, right? And then finally it hit for Cursor. I don't know the whole story of Windsurf. Even Windsurf was Codium before it, right? It wasn't even the same, like everyone talks about Windsurf. 90 days ago…”

“There's this thing called Replit or Bolt, where you can just go and describe an app you want to build and the agent will build and deploy it for you. And I think that's where things are heading to. Bolt, B-O-L-T or Replit, R-E-P-L-I-T. And sure, it's not going…”

“And for Bolt, Lovable v Zero, it's publishing. It's going live with the website. That's the aha moment. It's not generating the code or building the to-do app. It's actually putting it live.”

“When the cost of building an e-commerce that looks like any of the current brands today goes down to like, just Ask Bolt to do it for you. Ask Lovable to do it for you. And you have that. Those brands are going to have to come up with something much more engag…”

“When I look at tools like bold and lovable, the category itself has something where it seems obvious that there will be a lot of money spent there. Just because like, when you see some of the examples of what people can do with those tools that they just could…”

“In the first two months, we went from zero to twenty million of ARR. And I think we're on like month four or four and a half or something like that at this point. And we've already crossed thirty million of ARR and we're on the verge of crossing 40.”

“Like we've added, you know, three million registered users, you know, just in the past few months here. And you know, monthly active users is, you know, around a million, I think at this point per month.”

“Our company wasn't doing AI stuff the six months ago, we had no AI products and just out of nowhere, we you know, From almost death of the company to being, you know, the number one by traffic revenue, et cetera, like, you know, AI co-gen app that's, you know,…”

“And our team's like 15, 20 people, you know, so it's just dealing with you know, we're going to be closing on like a 100,000 customers and we got our support teams, like three people.”

“Our forecast for the year is we want to get to a hundred million of ARR.”

“Everyone else runs those things on cloud servers, which they, those can take minutes to boot up and they often will run into issues.”

“With bold, we like in the past seven years, what our company has been doing has been building an operating system that runs inside of your browser locally using your CPU.”

“We built the thing in 90 days. We built Bolton.”

“We got the twenty million of ARR without a mobile responsive view, by the way.”

“The servers were just melting anthropic. Ran out of GPUs for us. Like Dario emailed me. He was like, listen, we just, we don't have anything more to give you at the times”

“And now just, there's just. You know, thousands of mobile apps being created a day that weren't before.”

“Now it's faster to do this with bolt in code and have a real working software products than Dragging around frames in Figma to actually make a static version of it.”

“These LLMs are not great depending on how big your application is though, right? These things are not quite there where if you have something that's, you know a thousand files or something or more Where you're going to be able to have a really reliable, super …”

“And we just kept seeing more and more and more people that were not developers using it to the point where it's like 70, 67% of our users are not developers, right? At this point.”

“Sonnet was, you know, Sonnet was the, really the first model that flipped the equation because that was really us and all cursor and all these other things. The rapid growth started the second sauna went online, right? Like we actually tried building bull like…”

“So on any fig my URL, when you're looking at like a, you know, a design that you've made if you just put bolt.new in front of that URL and hit enter, it's gonna suck that design into bolt and turn it into a full stack app or mobile app just.”