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Bolt.new San Francisco, CA

Bolt.new is a browser-based AI-powered development platform for full-stack web app.s

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Jan-Erik Asplund

Published Jan 08th, 2025

TL;DR: Following in the extreme product-market fit of AI-native IDEs like Github Copilot and Cursor, Bolt.new launched as a browser-based tool for using natural language to build full-stack web apps. Sacra estimates Bolt.new hit $4M ARR within 4 weeks of launch, and then $20M ARR after another 4 weeks in November 2024. For more, check out our full report and dataset on Bolt.new.

Key points via Sacra AI:

Following AI-native integrated developer environments (IDEs) for software engineers like Github Copilot ($400M ARR, up 281% YoY) and Cursor ($65M ARR, up 6,400% YoY), Stackblitz launched Bolt.new in 2024 as an AI-native, browser-based tool for non-developers to use natural language to spin up full-stack apps—code and infrastructure (like Supabase)—and instantly deploy them to Netlify ($212M raised, A16Z). Because of its heavy reliance on Anthropic’s Claude 3.5 Sonnet, Bolt.new's editor charges its customer based on tokens consumed (10M tokens for $20/month on Pro) across chat, code generation, and revisions, while Cursor and Copilot's hybrid approach of using both frontier models and smaller, proprietary, fine-tuned models for smaller tasks enables them to charge a flat subscription fee ($10-20/mo).
After launching in early October 2024, Bolt.new hit $4M ARR within 4 weeks of launch, and then hit $20M ARR after another 4 weeks, with a potential fundraising round in the works at a $1B valuation for a 50x forward revenue multiple. Compare to AI-native IDEs like Github Copilot at ~$400M in ARR as of November 2024, growing 281% YoY, powered by Github's distribution into 100M+ global developers, and Cursor at $65M ARR in November 2024, growing 6,400% YoY, valued at 30-50x as of their potential Series B.
Three directions to AI in the world of no-code app builders have taken shape—Bolt.new and Lovable ($7.5M raised, Hummingbird Ventures) building on 3rd-party APIs & integrations, Vercel v0 fitting into a vertically integrated platform with cloud IDE and deployment, and Airtable and Zapier assembling pre-existing no-code components. Just as Zapier and Airtable lacked “killer apps” and instead served a long tail of use cases, Bolt.new, Lovable, and v0 are horizontal, broad-based, Lego-esque tools that enable people to create ostensible “toy apps”—but are indexed on powerful AI models that will continue to improve and make them more useful.