Eric Simons: prediction

Transcript context

…I think, are you guys are the fastest growing startup in history? I mean, I think it depends on probably where you peg the number. Because yeah, we're here to just build great products, and just push the limits of what's possible with the technology. And I think that we do our jobs well, kind of crazy things can happen, but I mean, the current track rate we have, we're going to be exceeding the forecast for Q1 with the current rate we're on, and our forecast for the year is we want to get to 100 million of ARR. And now, I think there's been a couple, that would either be on par with Cursor, or ahead of them, or something like that. And I think there's going to be more things like this, too. I don't think that... It just, there's something really, I think a lot of people are in disbelief about it too, where they're like, "This is, okay." And this is from when we were at, got to four million ARR, five million ARR in the first month. I would talk with people and they're like, "Okay, yeah, but that could go to zero." And then it went to 20 the next, "Ah, it could go to zero," but now we're closing on 40. So from my view, I was also very skeptical, as this. I've never seen anything grow like this, right? And so part of me, for like a month I was kind of waking up waiting for the day where it just was like, "Okay, it's over." You know what I mean? This crazy thing happened, and now it's not. But that data just hasn't come. And you see this happening with Cursor, you see this with a lot of these other AI startups. And the value proposition is real. The free market is filled with rational actors. People are coming to these tools because it is solving problems, they're able to do way more for way less cost, than it would otherwise. And that's why I said, I think we're going to see more of this, whether it's in coding or other verticals, or whatever. In a sense, it's almost like maybe the new normal, as AI just continues to get better. But, anyways. Let's get to a demo of Bolt, so people can actually see what this looks like in action. And as you go through it, if you can even point out stuff that is different from other products in the space, say Lovable, VZERO, Replit, that other folks have heard about, that'd be useful.…

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