The Ledger
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Ubl: Vercel's Composite Models Are Faster Than Agentic Loops
“Basically what we do is we have this like composite model architecture. We run the frontier model and then we run the fine tune model after to fix its errors. That doesn't perform better than an agentic loop, but it's orders of magnitude faster, right?”
Constraining v0 to Next.js and shadcn enabled faster execution
“What was really liberating for us was actually the focus on just one stack, or one framework, whatever else was trying to do, General purpose coding agent. We were like, no, we're just going to focus on Next.js front-end and Chad CNN. And that was really, that…”
Vercel's v0 added $1M MRR every 14 days after chat rewrite
“When we launched V-Zero, the chat version, or the new V-Zero, whatever you want to call it it's like, 14 days, another million MRR, 14 days, another million MRR, it was like a rocket ship after that.”
Future app platforms must extract auth and authorization completely
“Auth cannot be part of the app, because they're not going to get that right, right? So, Auth has to be extracted from the app. In fact, which data you can see, they also cannot be under control of the app, because again, you're going to get it wrong, right? So…”
Ubl: Vercel leads the truly open-source deployment business model
“Vercel maybe has not invented this, but certainly kind of is the most successful at a model where you say, okay, I have this software library and it's truly open source. Everyone can run it. It comes with like adapters for every place on the planet, and that m…”
Ubl: Vercel publishes evals to influence OpenAI and Anthropic models
“I'm Vercel and I publish at Eval. That I want OpenAI and Anthropic to use to make sure when they ship the next model that they're better at the stuff that I care about.”
Framework creators build ivory towers unless they build real applications
“The reality is that framework builders are usually not application builders. And so they built ivory towers that when they're hyper geniuses, or they get lucky, they're happy to be good. But like, but if you want to do this in a reproducible fashion with a hig…”
Frontier AI model labs ignore application-level integration needs
“Like the model apps couldn't care less because they're not really building applications.”
Thick abstractions in nascent AI frameworks are usually wrong
“And so if you put a very thick abstraction, then it's probably going to be the wrong abstraction. You have to, so you have to be humble and say, okay, I need to stay low level. So that this can be flexibly used as trends emerge, right?”
Vercel's v0 took nine months to reach $1M ARR
“That launches, and then probably like nine months later it took us like nine months to get to like a million ARR. This little team, but then the models progressed.”
AI builders are blind to poor quality without tracking error-free sessions
“Most people are blind, like living in la la land about how poor quality their AI product lately is, unless they're really measuring like the number of error free sessions, like how many errors are coming from the infra providers, like, you know, how, how many …”
Ubl: Transaction systems require explicit or ad hoc workflow abstractions
“What's extremely common and essentially every transaction processing system that has ever created is that there either is an explicit abstraction for workflows in it, or someone made one ad hoc, because otherwise the thing just doesn't work.”
AI product pivots must naturally extend a company's core identity
“And I think there's a lesson there to be learned for companies that haven't done the transition yet. Is that you have to do something that feels native to your company. And so the two big bets that we made early on, one being vZero and one being AISDK, I think…”
Vercel will eventually support PHP and Ruby runtimes
“We will eventually do PHP and Ruby, but we also, I think, care a lot about the details, and so the Essentially the reason why we haven't done it yet is because we do invest substantial amount of time to make the DX actually good and feel native to the ecosyste…”
Vercel DevOps agent will soon access codebases to open fix PRs
“One thing that we don't do today, but we'll do in the future is that we also give the Model X that particular agent access to your source code so that it can, first of all, figure out like, what does the error message mean? Right. And every time you can actual…”
Asking employees what they hate identifies high-impact AI agent tasks
“Basically where the idea is that you go around your company and you ask people like, what do you hate most about your job? And I really think it finds the sweet spot because it finds problems that are, they're boring because they're tedious and repetitive, but…”
Vercel enterprise contracts require clients to build three AI agents
“We basically sign contracts with companies saying, okay, you have to commit to building three agents, and if you do, we're going to help you, like, we're going to build the first one for you. And then the second one, we are going to be there essentially by you…”
Vercel shared its post-training harness with frontier AI model labs
“We also started working with all the frontier model labs to help because it was in our Vercel's best interest. To have them be created Next.js. And also because of the post train models, and you can read about this on the Vercel blog, like we can the post trai…”
Vercel paused workflows incur zero compute cost indefinitely
“No, it literally does not cost anything. So yeah, you can run compute for infinite amount of time. You can then also, whenever, like, one of these steps fails, automatically retry them.”
Vercel shipped zero-config deployment for Flask and FastAPI
“What we have done over the last weeks is we have shipped like zero config support on Vercel for all the popular Python framework like Flask and FastAPI.”
Vercel never releases developer abstractions without internal dogfooding
“The absolute founding principle of a cell is that we never give you an abstraction that we haven't used ourselves. Like dog footing is ultimately the thing, right?”
Vercel AI SDK v6 stabilizes direct agent abstractions
“What it does introduce as a stable feature, because it's already as kind of experimental in, in AISDK five is a direct agent abstraction, which so far wasn't there, right? People would build agents with AISDK, but they would have to do it in Whitmore Baybones …”