In this conversation, Eric Simons, founder and CEO of StackBlitz, walks through one of the fastest and most consequential pivots in modern developer tooling. After nearly seven years building deep browser infrastructure and reaching roughly $700k in ARR, the company reoriented around Bolt, effectively defining the vibe-coding category and scaling past $15M ARR in a matter of months.

We go under the hood of the WebAssembly-based architecture that lets Bolt run a full Node.js environment directly in the browser, delivering near-instant feedback and fundamentally different unit economics than cloud-hosted VMs. Eric explains the specific model breakthrough that made full-stack, one-shot app generation viable, and why this moment reordered who actually builds software inside companies.

00:00 Introduction

00:36 The 7-Year History and Pivot Point

01:01 The Original WebAssembly Vision

03:20 Near Bankruptcy: $700k ARR

10:49 Sonnet 3.5: The Vibe Coding Unlock

14:23 The $15 Million ARR Board Meeting

17:19 The Web Container/WASM Advantage

22:07 Bolt Demo: Full-Stack App from a Prompt

31:09 The Changing Role of PMs and Designers

36:23 Mitigating AI-Generated Code Security Risks

47:31 The Entrepreneurial Mindset

53:35 What Eric is Tinkering With Now