The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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
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.”
Simons: Bolt forecasts reaching $100M ARR within the year
“Our forecast for the year is we want to get to a hundred million of ARR.”
Simons: 67% of Bolt users are non-developers
“And we just kept seeing more and more and more people that were not developers using it to the point where it's like 70, 67% of our users are not developers, right? At this point.”
Bolt runs a full operating system locally inside the user's web browser
“With bold, we like in the past seven years, what our company has been doing has been building an operating system that runs inside of your browser locally using your CPU.”
Simons: StackBlitz runs Bolt with 15-20 people and 3 support staff
“And our team's like 15, 20 people, you know, so it's just dealing with you know, we're going to be closing on like a 100,000 customers and we got our support teams, like three people.”
Simons: Tech startup turnover prevents long-term technical bets
“Like in Silicon Valley, it is usually folks are kind of at a job for, you know, to start for a kind of year or two, they kind of go to another, you know what I mean? And the problem with the turnover like that is that you can't, Take like really long bets like…”