Insight certainty 3/5 debate potential 2/5

Successful new infrastructure startups are building higher up the software stack

Guillermo Rauch · How Vercel found extreme product-market fit by focusing on simplification | Guillermo Rauch (CEO) · Nov 2, 2023 · at 39:16

Guillermo Rauch, CEO of Vercel, explains to Todd Jackson why developer attention and startup success are shifting from foundational cloud infrastructure to high-level front-end abstractions.

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“So it's really hard, I think, to make a dent into this ecosystem by saying, all I have is this low-level data service. That's why you're seeing that the new companies that are being successful in this phase are actually going higher up the stack.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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