Blok 🧱

Simulates product experiments before you build

August 27, 2025

Spotlight

What if product teams could simulate user behavior before writing a line of code?

Quick Pitch: Blok is building an AI-powered experimentation simulator that lets teams test product changes in hours, not weeks. It replaces A/B testing with synthetic environments built from real user behavior—saving time, reducing risk, and enabling faster innovation.

The Problem

  • Slow Experimentation: Only 1 in 7 experiments reach statistical significance, often taking 6–8 weeks.

  • High Costs: Companies like Airbnb and Spotify spend $1M+ monthly on internal tooling with limited success.

  • Risky Implementation: Traditional methods create risk before engineering even begins.

Snapshot

  • Industry: Product experimentation and AI simulation

  • Headquarters: San Francisco, CA

  • Year Founded: 2024

  • Traction: Seven figures ARR, eight-figure pipeline, early enterprise interest

Founder Profiles

  • Tom Charman, Co-Founder, CEO: Serial entrepreneur with multiple exits, ML/AI expertise from defense, UN data security advisor.

  • Olivia Higgs, Co-Founder, COO: Scaled two VC-backed startups with Tom, strong product/ops leader, recognized UK entrepreneur.

Funding

Revenue Engine

  • Enterprise SaaS with a product-led growth model

  • Six-figure average deal sizes

  • Transitioning from custom builds to self-serve SaaS

  • Growth driven by bottom-up adoption with a strong waitlist

What Users Love

  • Simulate experiments pre-engineering

  • Run synthetic tests without live traffic

  • Cut cycles from weeks to hours

  • See cumulative impact before launch

Playing Field

  • Product Tools (Rebo AI, Pendo): Qualitative insights, not simulation

  • Market Research (Simulatrex, Cofactory): Research, not product behavior

  • Marketing Optimization (OfferFit): Personalization, not experimentation

Blok’s Edge: AI profiles trained on real usage predict reactions before launch—no one else offers this.

Why It Matters

Product-led growth and personalization demand faster, smarter experimentation. Traditional A/B testing slows innovation and wastes resources.

What Sets Them Apart

  • Technical Moat: Proprietary simulation engine built on defense-grade profiling

  • Network Effects: Cross-company data improves accuracy

  • Execution: Strong traction with minimal GTM spend

  • Vision: Adaptive UIs powered by real-time behavioral simulation

Analysis

Bulls Case 📈 

  • Early revenue traction and strong pipeline

  • Proven founders

  • Clear technical moat with platform potential

  • Low acquisition costs indicate strong product–market fit

Bears Case 📉 

  • Must scale from service to product

  • Accuracy at scale is unproven

  • New competitors may emerge

  • Uncertain pace of enterprise adoption

Verdict

Blok is defining a new category in AI-driven product simulation. Early traction, technical depth, and a clear market shift toward simulation-first product design give it real potential. But success hinges on trust—teams must believe synthetic predictions are reliable. Proving accuracy, integrating into workflows, and overcoming legacy inertia will decide whether Blok becomes a category leader or sparks incremental change.

Jobs @ Blok

The Startup Pulse

  • Anthropic — Reportedly raising $5B at a $170B valuation, but burning $3B annually and grappling with customer concentration despite strong revenue growth.

  • Databricks — Closing a $1B round at a $100B valuation to fund Lakebase, its new AI agents database. Also acquiring ML infra startup Tecton to expand capabilities.

  • Zed — Raised $32M Series B from Sequoia to build DeltaDB, an AI-native version control system enabling real-time human-AI collaboration. Now hiring.

Written by Ashher

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