The Ledger
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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…”
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.”
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.”
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.”
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.”
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?”
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…”
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…”
Simons: StackBlitz Browser OS Clocks In at One Megabyte or Less
“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.”
Simons: Games and IDEs Are Ultimate Stress Tests for Platform Bugs
“The second one are IDEs, because you're talking about actually the virtualizing the actual runtime environment you are in to actually build apps on top of it, which requires sophisticated capabilities, a lot, you know, access to, you know, a good amount of com…”
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”
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.”
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…”