Vercel

“To deploy applications, you might not need EC two. You might need Vercel. If you want to develop faster, if you want to remove handoffs from the process and you want to get to the market faster that's probably a better option.”

“They started by building Vercel Analytics which is their user-facing dashboards. All of the telemetry coming from Next.js gets ingested into Tiny Bird in real time, and then they create API endpoints that they consume from their application so that their users…”

“VZero has more than doubled the entire user base of Vercel, and Vercel has been around for almost 10 years. VZero has doubled our number of users in less than a year.”

“It was four people. And one was me who was doing QA when we were launching it.”

“But nowadays when you ask Claude Code Anthropics agent to deploy, They use for sale because we had, you could argue accidentally created the perfect tool for an agent to deploy.”

“One of the other announcements that we've made recently is we took the vZero model The sort of underlying code generation engine, and we've made it available to code editors as well.”

“Sometimes in V zero, we don't even render the error because we know with a high probability that the agent is going to fix it.”

“We have companies like Zapier using Vercel to host their MCP servers, and companies that are, like, doing significant volume, by the way, which actually kind of surprised me. Solana, for example.”

“We've passed over a hundred million generations of applications.”

“If you're waiting for 15 minutes for OpenAI to respond, and you do a tiny bit of compute, maybe to like transform it into HTML or transform it into an MCP response or, you know, call other systems. We're only going to charge you for the actual CPU cycles that …”

“Yeah, BZero has positive gross margins. It's a healthy business. The margins are improving, the business is improving”

“You saw the Google cloud outage the other day for hours, a lot of the cloud was down. So I'll give you an example. Vercel didn't go down”

“And so I think V zero, you'll see same kinds of things come to V zero so that I think what's going to improve retention is that you're not just like vibe coding into the void. You're actually creating a successful economy.”

“Every single second, there is seven app generations happening on V zero.”

“Like we host openai.com is one of the top 20 websites on the internet.”

“We hit a trillion function invocations on our new fluid compute platform”

“Our customer support team uses VZero very extensively because they want to produce suggestions of, hey, if we make this part of the product better, if we improve this area of this, of the service, we will avoid this category of issue that is arriving to me.”

“Malte, among many interesting things, I think one of the most fascinating things that he said was that most of his great engineers who have been with the company for a while, as they've dogfed you know, vZero, and they've used things like Cursor and Windsurf i…”