StackBlitz CEO Eric Simons explains how WebContainer powers Bolt by utilizing the client's local CPU rather than remote cloud virtual machines.
Assertion Not checkable as stated
Simons: Bolt grew from zero to over $30M ARR in 4.5 months
“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.”
Assertion Not checkable as stated
Simons: Cursor is the only code-gen startup ahead of Bolt in revenue
“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,…”
Insight
Client-side compute is the only web model scaling to a billion users
“If you look at the other productivity apps that have really worked on the web, they've all had this compute model, right? Figma, when you open a Figma document, there's not like some cloud VM that gets spun up for you to render the documents you're dragging th…”
Assertion Not checkable as stated
Cloud VM-based AI coding tools cannot scale due to global capacity limits
“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 …”
Opinion
Simons: Prototyping in Bolt is faster than using Figma
“Now it's faster to do this with bolt in code and have a real working software products than Dragging around frames in Figma to actually make a static version of it.”
Prediction Not checkable as stated
Simons: PMs will directly ship code via AI instead of Jira tickets
“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…”