Bolt.new

17 statements across 2 episodes · 11 bullish · 0 bearish · 4 people on the record · first statement Dec 2, 2024 by Alessio Fanelli · said 100 times in 18 episodes since 2024 · across every show →

Mentions by year

brought up most by Eric Simons (30), Shawn Wang (24), Itamar Friedman (19), Alessio Fanelli (14), Sujay Jayakar (2), Brendan Falk (2), Zach Lloyd (1), Stephanie Palazzolo (1)

tap a year for its mentions
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0815202420252026episodes it came up in
00207.54015202420252026episodesmentions per episode
2026 3 mentions in 2 episodes 2 per episode
2025 24 mentions in 14 episodes 2 per episode
2024 73 mentions in 2 episodes 37 per episode

every mention, scene by scene, with the transcript →

Everything said about Bolt.new, oldest first

Dec 2, 2024 positive
Assertion Not checkable as stated
Fanelli: Bolt Generated $4M in Revenue in Its First Four Weeks
“You made four million of revenue in four weeks.”
Alessio Fanelli Dec 2, 2024 ▶ 11:45 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
Dec 2, 2024 positive
Insight
Simons: Single-Ecosystem AI Code Tools Move Faster via Error Databases
“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…”
Eric Simons Dec 2, 2024 ▶ 1:28:07 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
Dec 2, 2024 positive
Assertion Not checkable as stated
Simons: Token add-ons drive 20% to 30% of Bolt's revenue
“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.”
Eric Simons Dec 2, 2024 ▶ 1:13:25 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
Dec 2, 2024 bullish
Assertion Not checkable as stated
Simons: Bolt.new Doubled StackBlitz's Seven-Year Traffic in One Week
“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?”
Eric Simons Dec 2, 2024 ▶ 0:58 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
Dec 2, 2024 bullish
Assertion Supported
Simons: Startups have launched entirely on Bolt.new with full backends
“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…”
Eric Simons Dec 2, 2024 ▶ 10:29 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
Dec 2, 2024 bullish
Assertion Not checkable as stated
Simons: Bolt.new is adding $500,000 in ARR per day
“The past couple of days have been like, you know, half a million of error per day, just, I mean, which, you know, insane.”
Eric Simons Dec 2, 2024 ▶ 1:01:07 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
Dec 2, 2024 neutral
Insight
Friedman: AI coding tools split into IDE evolutions versus greenfield re-imaginings
“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…”
Itamar Friedman Dec 2, 2024 ▶ 10:54 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
Dec 2, 2024 positive
Assertion Not checkable as stated
Simons: Bolt.new is selling primarily to non-developers
“For the first time in the company's history, we're selling primarily to almost non-developers.”
Eric Simons Dec 2, 2024 ▶ 1:06:44 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
Dec 2, 2024 neutral
Disclosure
Simons: Bolt.new operates at near-zero gross margin on inference
“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.”
Eric Simons Dec 2, 2024 ▶ 1:13:10 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
Dec 2, 2024 neutral
Prediction Not checkable as stated
Swix: Bolt.new Is on a Collision Course With Replit
“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.”
Shawn Wang Dec 2, 2024 ▶ 1:27:16 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
Dec 2, 2024 neutral
Disclosure
Simons: StackBlitz Shelved Bolt in Early 2024 Due to Model Limitations
“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…”
Eric Simons Dec 2, 2024 ▶ 1:24 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
Dec 2, 2024 neutral
Insight
Friedman: StackBlitz must choose between Bolt and WebContainers or raise $1B
“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…”
Itamar Friedman Dec 2, 2024 ▶ 52:15 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
Dec 2, 2024 neutral
Assertion Not checkable as stated
Simons: Hundreds of thousands of non-developers tried building apps on Cursor
“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.”
Eric Simons Dec 2, 2024 ▶ 10:01 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
Dec 2, 2024 positive
Assertion Not yet assessed · timeframe Dec 2024
Swix: Bolt, Devin, and AI Agent Startups Rely on Netlify Deployments
“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.”
Shawn Wang Dec 2, 2024 ▶ 18:31 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
Dec 2, 2024 bullish
Assertion Not checkable as stated
Simons: Bolt.new grew to 20,000-30,000 customers in six weeks
“We went from you know, call it zero customers to, you know 20, 30,000 kind of, you know, in, in six weeks”
Eric Simons Dec 2, 2024 ▶ 1:05:07 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
Dec 2, 2024 positive
Disclosure
Simons: StackBlitz made Bolt.new core and system prompts open source
“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.”
Eric Simons Dec 2, 2024 ▶ 30:15 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
Jan 1, 2025 positive
Assertion Supported
Swyx: Claude wrapper Bolt.new reached $20M ARR
“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.”
Shawn Wang Jan 1, 2025 ▶ 44:32 2024 Year in Review: The Big Scaling Debate, the Four Wars of AI, Top Themes and the Rise of Agents
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