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Markus Villig
@villigm
Founder @Boltapp. Building the future of transport.
337 Following    10.3K Followers
We're partnering with Lucid Motors to design and deploy 25,000 autonomous vehicles across Europe. 🌍 Europe sets a higher bar than anywhere else, so we start at product development: co-designing the vehicle and software on NVIDIA Hyperion. Optimising for safety, speed of scaling and the lowest cost per km. Bolt will also own and run the fleet. More on that soon.
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Dario is presenting sensible arguments and proposals for slowing down AI progress. The stakes are existential now and the risk/reward tradeoff is hard to justify.
We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so. Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training. You can read the full post here:
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"Ukraine has the engineers, the resolve and the spirit of innovation to fight this total war." "By integrating more closely with them, Western militaries can help secure Ukraine’s victory, absorb the critical hard-won lessons of modern warfare and strengthen the international order against the threats that will define the decades ahead."
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DeepSeek and Kimi have demonstrated that Chinese open-source labs are commoditising frontier AI. Self-driving cars are next.
This will 10x with climate change.
🇪🇸 Insane footage from the Moroccan border with Spain: thousands of migrants are gathering at the border This is exactly what Spanish Prime Minister Sanchez was aiming for.
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What are the second-order effects of a world w $100B revenue per GW?
"Lab compute 3x-es year over year. For a lab to 10x revenue while continuing to only 3x compute, some combination of the following 3 things has to happen: 1. Lab margins have to increase, 2. The price of compute has to increase, 3. Labs have to spend a greater fraction of their compute on inference. My understanding is that basically all 3 of these things have been happening..." "Consider the price at which Google and Anthropic are renting compute from SpaceX. Google is reportedly paying $900 million a month for 110K GPUs [at] ... roughly 2x the spot price per hour for those GPUs. And the current spot price is itself 40% higher than it was in February."
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what an absolute huge win for open source AI in america. 1st ever model from OpenAI's ex CTO and its a 1T open model that reasons across text, code, images, video - but the best part isn't even how good it is... its how you can fine-tune it to create something way better: > you can adjust the thinking effort > you can influence the way it approaches a coding problem > you can perfect token spending so your task costs pennies this solves a big problem that companies are facing now: they're spending $100Ks - $10Ms when they could just be fine-tuning a "less intelligent" model to do the same task at a fraction of the cost (and often better) thats why bridgewater's using Thinking Machine's tinker product i expect to see a lot of folks playing around with this model, finally an alternative to chinese open source!
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From today Bolt is the only remaining ride-hailing and food delivery platform from Europe. 🇪🇺 Wolt, DeliveryHero, Deliveroo, Glovo, JET, FreeNow, Gett all acquired.
Europe’s debate over air conditioning is peak degrowth fallacy. ~0.5% of GDP lost due to productivity. ~60,000 heat deaths a year. More than annual U.S. gun deaths. All for virtue signaling and negligible emissions savings. Just build ACs.
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People talk, listen, watch, think, and collaborate at the same time, in real time. We've designed an AI that works with people the same way. We share our approach, early results, and a quick look at our model in action.
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Humanity has reduced extreme poverty to an all-time low. That trend is now beginning to reverse. Sub-Saharan Africa’s population has grown 75% since 2000 to 1.3 billion people, while real GDP per capita has been flat for a decade. If population growth continues to outpace wealth creation, Europe will pay the price. 🌍
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Happy for an amazing founder and good friend, @villigm, to join us in Warsaw for the ElevenLabs Summit to talk about ride-hailing, autonomous cars, AI, and more. Markus started Bolt at 19 and built one of Europe’s leading companies - I have learned a lot from him over the years.
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2025 was a record year for Bolt. ⚡️ - $14B GMV run-rate - $3B revenue run-rate - 2 years cashflow positive Every year, millions of people realise that shared mobility can be far more convenient and affordable than owning a car. However, the future is autonomous driving. Bolt’s ambition is to be the European leader in robotaxis and we have much to share in the coming months. 🇪🇺 We are still only 1% done.
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We've attracted some incredible tech talent in 2025 and the team is now shipping dozens of improvements each month. But it is always great to get your raw, honest feedback about Bolt. What's working well? What's frustrating?
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Agree with @Noahpinion here. Without stronger defence, industrial revival, and real unity, Europe will be carved up by stronger powers.
100,000 autonomous vehicles by 2035. Excited to announce Bolt's partnership with Stellantis to bring L4 mobility to Europe at scale. 🇪🇺 The EU has uniquely high regulatory requirements for robotaxis, so it is great to partner with another local leader with deep industry context.
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Jack has not only built an inspiring business Bolt uses daily, but remains a kind and down to earth leader a decade in.
Stripe offered to acquire us for $1.2 billion when we had $2M in revenue. Today, we've raised $330M at an $8B valuation and reached $1B ARR. We could've died three times during this journey. This is the story I've never told anyone before:
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It was fun to join Sequoia’s Crucible Moments podcast to break down some of the decisions that shaped Bolt over the last decade. Most of those lessons still guide how we operate today. Link in the thread. 🔗
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