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The a16z Show

Outsmarting Uber: Why Bolt Wins in Europe

41 min2 juli 2026

What does it take to build a global mobility company from a country of just 1.3 million people?

Markus Villig, founder and CEO of Bolt, joins the show to share how he scaled from Estonia to 50+ countries, navigating early scrappy days, a near-bankruptcy from expanding too fast, and the hard-won lessons behind Bolt’s capital-efficient growth.

They also discuss building in Europe vs. the U.S., competing against much better-funded rivals, and why culture and ambition matter more than regulation.

Finally, Markus lays out what’s next: autonomy, robotaxis, and why the future of mobility will be a hybrid of human drivers and self-driving fleets.

 

Resources:

Find Markus on X: https://x.com/villigm

Find Gabriel on X: https://x.com/GEVS94

 

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