The Ledger, every show

“What would take a month of engineering time Can take literally five minutes.”

“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.”

“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 that's how all these other AI you know, code text to apps sort of tools work. They're all using cloud VMs. And the problem is, you know, on a small scale, it can work, but as you scale it up, there, I mean, there, there's not even a hundred million VMs to …”

“How this is going to work, if you fast forward, you know, one, two, five years, whatever, like PMs are, they're going to be writing quote unquote, instead of just writing a Jira ticket and waiting for a developer to do it. The developers are going to be able t…”

“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…”

“The world record for the largest hackathon prior to this hackathon was 66,000 people. On day one, we crossed that number. At the end, we had over a 130,000 people, and over a million new web apps were created in, in that 30 day period.”

“Most people think AI is going to replace them, but in, in reality, it's just gonna augment them and supercharge them.”

“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.”

“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”

“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.”

“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.”

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

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

“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.”

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

“It zero shot, 99.999% of the time. Like you're getting a beautiful personal website that you didn't have before that would have taken you an hour on Wix.”

“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.”

“There is, and there was, and is a large number of people They've been downloading cursor that are not developers because it let them meaningfully dip their toes into kind of like clicking accept change from the AI.”

“I think engineers are going to more and more just be instructing these things at a higher level than just, Hey, tab, complete this thing. It's like, Hey, go and do X, Y, Z and send it off.”

“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'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…”

“These Docker two awesome things will give you an image that's like, oh, 60 to a hundred meg, you know, maybe more, you know. And our OS, you know, kind of clocks in, I think we're in like a, maybe, maybe a megabyte or less or something like that.”

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

“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.”

“We have people that have launched real products just using Bolt at this point where they're like taking Stripe for, you know, subscriptions and like using Supabase to authenticate and like, you know, blah, blah, blah, blah, blah. You can a hundred percent buil…”

“Second place goes to Weight Coach. The second place champion, 75,000 dollars. They also won the 11 Labs AI Voice Challenge. So, total winnings today, a 100,000 dollars.”

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

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

“I'll just live out of here. And so that's what I ended up doing for maybe like four or five months. I was like living out of this headquarters over on a page mill and El Camino in Palo Alto.”

“One of the big advantages we have is we've been building this web container technology for five years, and it's like pretty, pretty difficult stuff to do.”

“When they, their first pitch for Figma, Was not like a design tool. They didn't have a design tool. They had a demo, like a WebGL demo of a three D ball dropping. And the pitch was what browsers have gotten powerful enough to do meaningful three D graphics…”

“I think we're doing like three million developers a month using StackBlitz today.”

“That's the other kind of cool thing about this is that it's actually doing this build in your browser, uploading it directly to Netlify, and we can go ahead and view it here.”

“We've had YC startups already. They've come to bolt to build their landing pages and stuff”

“There's at least a dozen people that have launched stuff that have said, yep, I've had my first customer or, you know, first dozen customers or whatever at this point from bolt”

“So we've trained this thing to actually you know, just out of the box, it'll, it'll go and pull stuff from Unsplash. I think a couple other providers as well.”