① 他说过的话

13 条

我们在 2024 年 10 月上线，第一个月我们从零做到了 500 万美元的 ARR。
We launched in October of 2024, and in the first month we went from zero to five million of ARR.
—— Eric Simons · [00:27]

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Bolt 其实是我们尝试的最后一个产品点子。我们在 2024 年 10 月上线，而一个月后就是董事会会议，我们本来打算在那个会上开始解散公司。
Bolt was actually the last product idea we tried. We launched in October of 2024, and our board meeting was one month later, where we were going to start spinning down the company.
—— Eric Simons · [07:53]

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通常来说，给一家 ARR 达到 2000 万美元的公司扩充团队的常规操作，会给你至少两年的准备时间。而我们这一切发生在两个月之内。没有任何现成的打法，所以我们最终不得不创造新的打法。
Normally the playbook to grow the team of a company that’s at 20 million of ARR gives you a minimum of two years to prepare. That happened in two months for us. There were no playbooks, so we ended up having to create new playbooks.
—— Eric Simons · [09:18]

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我们走的是一条非常 Anthropic 式的路线：真正把 B2B 使用场景中的某些用户类型和工作流做到极致好，而不是在消费端把数亿美元到处乱撒。
We’re taking a very Anthropic-type approach: really trying to make certain types of users and workflows within B2B usage insanely great, and we’re not just spraying hundreds of millions of dollars at everything on the consumer side.
—— Eric Simons · [15:05]

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Google 说，「其他的东西都忘掉吧，就那个输入框：我们怎么把那个东西做到极致好、做到世界最好？」而这件事其实就发生在其他那些公司的眼皮底下，但他们太不聚焦了，完全错过了。
Google was like, “All this other stuff, forget it, just the input box: how do we make that thing insanely good and the best in the world?” And that was actually right underneath the other guys’ noses, but they were so unfocused that they completely missed it.
—— Eric Simons · [17:27]

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我们身在其中，所以可能觉得这次不一样，直到人们看清这次并没有什么不同，某些公司因为真正聚焦而脱颖而出。
We’re in the middle of this, so it may seem like this time is different, until it’s clear that this time isn’t different, and certain companies break away because they actually focused.
—— Eric Simons · [17:49]

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他的名字我一时想不起来，但他说过，在软件行业，赚钱的方式只有两种：打包和解包。
His name slips my mind, but he said there are only two ways to make money in the software business: bundling and unbundling.
—— Eric Simons · [19:26]

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想象一下以现价的十分之一运行 Kimi K2。这是可能的，就算不是便宜 90%,也能比标价便宜 80%,因为他们能拿到权重。如果人们拿不到可以使用的开放模型权重，创新就不会发生。
Imagine running Kimi K2 at one-tenth the current price. It’s possible, if not 90%, then 80% off the list price, because they have access to the weights. If you don’t have access to open model weights people can use, no innovation happens.
—— Eric Simons · [23:09]

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从地缘政治角度说，如果西方国家试图把来自非西方国家的开源模型做分叉切断，限制它们在西方国家内的可用性，强迫人们使用前沿实验室的模型，我认为那是一个非常糟糕的主意。
Geopolitically, I think it’s a very bad idea, if Western countries were to try to bifurcate the open-source models coming from non-Western states, restricting their availability within Western states and forcing use of frontier labs.
—— Eric Simons · [22:24]

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对我们来说，我们想在定价上变得非常激进。这里正在发生的巨大变化是，开源模型真的在追赶那些实验室。
For us, we want to get really aggressive on pricing. The big sea change happening here is that open-source models are really catching up with the labs.
—— Eric Simons · [24:52]

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我认为按席位收费模式是 SaaS 生意最大的风险点。随着智能体变得越来越能干、越来越强大，某些类型的产品你可能不再需要那么多席位。
I think the per-seat model is the biggest risk point for SaaS businesses. With agents, as agents become more capable and powerful, you may not need as many seats for certain types of products.
—— Eric Simons · [26:25]

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在 72 小时内，我们上线了基于用量的定价，你可以升级到想要的使用量。在那之后几周内，巴克莱，一家投行，写了一份报告发给他们的全部客户，说，「我们认为这家叫 StackBlitz 的、籍籍无名的公司，Bolt,所采用的这种模式，最终会成为这类产品的定价方式。」
Within 72 hours, we shipped usage-based pricing, where you could upgrade to the amount of usage you wanted. Within a few weeks of that, Barclays, an investment banking outfit, wrote a report they sent to their whole client base that said, “We think this model, that this random company StackBlitz, Bolt, has, is actually going to end up being how this stuff gets priced.”
—— Eric Simons · [27:38]

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但生活和生意就是这样：你有多擅长快速拥抱痛苦，然后挺过去、想清楚该做什么？
But such is life and business: how good are you at embracing pain quickly, and then pushing through it and figuring out what needs to be done?
—— Eric Simons · [31:22]

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② 出现在这些集

1 集

• 《解散会议前一个月上线 Bolt:一夜从 50 万到 550 万美元 ARR》 — 作为主持

③ 他谈到的

点进去有真内容 —— 本页主要出口

Bolt · StackBlitz · 云 IDE · vibe coding · 智能体 · 开放权重 · 开源 · 按用量定价 · 按席位收费 · SaaS

④ 也在聊「创业与行业」的人