why aren't all 8 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 0 checkable
ones are still open, waiting for their date. predictions held up or didn't;
assertions are supported or contradicted. on every card:
▮▮▮▮▮ certainty ·
▮▮▮▮▮ debate potential. speakers are clickable
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.”
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.”
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.”
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?”
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…”
Assertion Supported
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.”
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”
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.”