Lenny Rachitsky @lennysan

.@boltdotnew is the second fastest-growing product in history—only behind ChatGPT.

They hit $20M ARR just 60 days after launching the product, and ~$40M ARR (and 1 million DAU) just five months in 🤯

The craziest part is that they almost shut down the company. After seven years of building and iterating, they weren't getting anywhere. It turned out that what they'd been building was exactly what you need to build AI apps in the browser at scale. So they decided to give it one last shot. An overnight success, seven years in the making.

In my conversation with @ericsimons40 (founder and CEO), we discuss:
🔸 Why Anthropic’s 3.5 Sonnet model was the critical breakthrough that made AI-generated code production-ready and unlocked the entire text-to-app market
🔸 How Bolt leverages WebContainer technology—a browser-based operating system developed over seven years—to create a dramatically faster, more reliable AI coding experience than competitors
🔸 How Bolt reached nearly $40M ARR and 3 million registered users in just five months with a team of only 15 to 20 people
🔸 Why PMs may be better positioned than engineers in the AI era
🔸 How AI will dramatically reshape company org charts
🔸 Why Eric lived at AOL’s HQ for many months
🔸 Much more

Listen now 👇
• YouTube:
• Spotify:
• Apple:

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Mar 13, 2025 View on X →

https://x.com/lennysan/status/1900206220457501077