The Ledger
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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.”
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…”
Autonomous AI agents require vastly more reliable infrastructure to succeed
“Agents will really only work where we get to not only like the more intelligent models, but better reliability of the infrastructure providers, right?”
GitHub rejected stacked diff prototypes in 2020 and 2022 as too risky
“And there's been multiple attempts at this internally going back to like, 20, 20. And there was one very, very, very polished attempt to in 20, 22. And it just, I don't have all the context, so, but it was, there was a pretty good implementation. All of the wo…”
GitHub launches Agent HQ at the GitHub Universe conference
“And today we launched Asian HQ among other things here at universe.”
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.”
GitHub Agent HQ supports third-party agents like Claude Code and Cognition
“Switching gears to GitHub. Like we are all about model choice now and like making sure that and what's cool is that like, it's, we also have copilot, which is our harness. And co-pilot CLI, but we also have third party partners like Cloud Code and Codex and Co…”
Microsoft has competing internal runtime sandbox solutions for AI agents
“There's work and discussion about what that runtime should be even internally at Microsoft. We've got a couple of different competing things, so we'll figure it out in the next, you know, in the next cycle here.”
MCP is the primary method enterprise customers use to add agent context
“The MCP is huge, it seems like. It is the way that a lot of the, especially when it comes to, like, digital transformation or some of our enterprise customers, it's where they're going to be able to be at, or where they are able to add context.”
GitHub announces custom agent support with prompts and MCPs in Agent HQ
“In addition to that, we also have custom agents that we announced today, too. So, like, you can work with prompts and stuff within your agent HQ and customize these agents for different tasks, and those can have MCPs and such.”
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 …”
GitHub is actively exploring stacked diff support for its product roadmap
“So anyway, we're, we had cold meetings internally already, and we're trying to weave it into the planning and the roadmap, and so hopefully we'll be able to share more updates soon, but like, it's a Top of the list known feature. And so, and like, we're workin…”
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…”