Shawn Wang: belief

Transcript context

…Excellent. I see, by the way, that the founder mode, you need to know to capture opportunities. So kudos on doing that, right? You're working on some technology, and then suddenly you can exploit that to a new world. Yeah. Totally. And I think, well, not to jump, but 100%, I mean, a couple of months ago, we had the idea for Bolt earlier this year, but we haven't really shared this too much publicly. But we actually had tried to build it with some of those state-of-the-art models back in January, February, you can kind of imagine which, and they just weren't good enough to actually do the code generation where the code was accurate and it was fast and whatever have you without a ton of like rag, but then there was like issues with that. So we put it on the shelf and then we got kind of a sneak peek of some of the new models that have come out in the past couple of months now. And so once we saw that, once we actually saw the code gen from it, we were like, oh my God, like, okay, we can build a product around this. And so that was really the impetus of us building the thing. But with that, it was StackBlitz, the core StackBlitz product the past seven years has been an IDE for developers. So the entire user experience flow we've built up just didn't make sense. And so when we kind of went out to build Bolt, we just thought, you know, if we were inventing our product today, what would the interface look like given what is now possible with the AI code gen? And so there's definitely a lot of conversations we had internally, but you know, just kind of when we logically laid it out, we were like, yeah, I think it makes sense to just greenfield a new thing and let's see what happens. If it works great, then we'll figure it out. If it doesn't work great, then it'll get deleted at some point. So that's kind of how it actually came to be. I'll mention your background a little bit. You were also founder of Thinkster before you started StackBlitz. So both of you are second time founders. Both of you have sort of re-founded your company recently. Yours was more of a rename. I think a slightly different direction as well. And then we can talk about both. Maybe just chronologically, should we get caught up on where Kodo is first and then you know, just like what people should know since the last pod? Sure. The last pod was two months after we launched and we basically had the vision that we talked about. The idea that software development is about specification, test and code, etc. We are more on the testing part as in essence, we think that if you solve testing, you solve software development. The beautiful chart that we'll put up on screen. And testing is a really big field, like there are many dimensions, unit testing, the level of the component, how big it is, how large it is. And then there is like different type of testing, is it regression or smoke or whatever. So back then we only had like one ID extension with unit tests as in focus. One and a half year later, first ID extension supports more type of testing as context aware. We index local, local repos, but also 10,000s of repos for Fortune 500 companies. We have another agent, another tool that is called, the pure agent is the open source and the commercial one is CodoMerge. And then we have another open source called CoverAgent, which is not yet a commercial product coming very soon. It's very impressive. It could be that already people are approving automated pull requests that they don't even aware in really big open sources. So once we have enough of these, we will also launch another agent. So for the first one and a half year, what we did is grew in our offering and mostly on the side of, does this code actually works, testing, code review, et cetera. And we believe that's the critical milestone that needs to be achieved to actually have the AI engineer for enterprise software. And then like for the first year was everything bottom up, getting to 1 million installation. 2024, that was 2023, 2024 was starting to monetize, to feel like how it is to make the first buck. So we did the teams offering, it went well with a thousand of teams, et cetera. And then we started like just a few months ago to do enterprise with everything you need, which is a lot of things that discussed in the last post that was just released by Codelm. So that's how we call it at Codelm. Just opening the brackets, our company name was Codelm AI, and we renamed to Codo and we call our models Codelm. So back to my point, so we started Enterprise Motion and already have multiple Fortune 100 companies. And then with that, we raised a series of $40 million. And what's exciting about it is that enables us to develop more agents. That's our focus. I think it's very different. We're not coming very soon with an ID or something like that.…

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