Assertion Supported AI assessment confidence: 95% certainty 4/5 debate potential 2/5

Simons: Startups have launched entirely on Bolt.new with full backends

Eric Simons · 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo) · Dec 2, 2024 · at 10:29

StackBlitz CEO Eric Simons details early non-developer user adoption and full commercial products built exclusively with Bolt.new.

0:00 / 0:16exact quote · 17.0s
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“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 made their first money on the internet period, you know, launching this with Stripe or whatever have you.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Eric Simons

Insight
Simons: Base AI models provide a 10x lift; agent scaffolding adds 3-4x
“The model is like this sort of like 10 X multiplier. You're, how good the bottom line model is, huge, huge swing. And then kind of what you can do on top of that, you can squeeze out three, four X kind of more. And so that's kind of where the realm of, you kno…”
Eric Simons Dec 2, 2024 ▶ 1:03:09 0 to over $8M ARR in 2 months as a Claude Wrapper (Bolt.new, Qodo)
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)
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)
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)
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)
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)
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