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Eric Simons: belief

13 Mar 2025 Lenny's Podcast Inside Bolt: From near-death to ~$40m ARR in 5 months—one of the fastest-growing products in history | Eric Simons (founder and CEO of StackBlitz)

“Yeah. That's what's wild is, I think Sonnet was really the first model that flipped the equation, because that was really us, and old Cursor, and all these other things.”

— Eric Simons

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Everything needed to verify it.

Speaker
Eric Simons
Attribution
Verified speaker
Claim type
belief
Recorded
13 Mar 2025
Publisher
Lenny's Podcast

Transcript context

…This is a potentially new job, for now at least, just unstuck the AI. Which I think over time, it'll get better and better, and we maybe won't need these people. But I love that it's now AI first, and person second. Versus person building the thing, and then AI. Like when Copilot launched, it was just like, "Cool, here's a little suggestion for this function," and now it's flipped. "Here's everything." And then, "Oh, I don't know what to do here. Help us here." And then, it's like a human suggestion. Isn't that interesting? It's like, human Copilot is flipping it. Totally. Yeah. That's what's wild is, I think Sonnet was really the first model that flipped the equation, because that was really us, and old Cursor, and all these other things. The rapid growth started the second Sonnet went online. We actually tried building Bolt almost exactly a year ago, with the frontier models at the time. Spent a week or two building it. It just didn't work. The output, the code output was not reliable enough. It would constantly, it would be a broken app, or it would look ugly, or whatever. And then we got a sneak peek of the Sonnet stuff in May and we were like, "Oh. Okay, we should take that project back off the shelf and green line it, because this might be it." And lo and behold, that's exactly what has happened. But yeah, that's the big deal that is, kind of under the hood, this is... What's going on here is, a very critical threshold has been passed with LLM's ability to write production grade code and apps that actually look beautiful, and actually function well. It's not perfect, but there's kind of this zero to one moment that's happened where it's like, "Okay, so now, yeah. Now the AI is the first thing," and then you're kind of popping a developer in every now and then, versus the other way around. I did not know that. I didn't realize that so much of this was unlocked with, like it's sitting on top of Anthropix work, and specifically Sonnet. That was the first model, you're saying, that could code well enough.…

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