Vercel

includes Vercel AI SDK

14 statements across 2 episodes · 8 bullish · 3 bearish · 2 people on the record · first statement Mar 25, 2025 by Amjad Masad · said 65 times in 11 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by John Coogan (27), Jordi Hays (22), Guillermo Rauch (7), Andrej Karpathy (1), Amjad Masad (1)

tap a year for its mentions
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2026 5 mentions in 4 episodes 1 per episode
2025 57 mentions in 4 episodes 14 per episode
2024 3 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Vercel, oldest first

Mar 25, 2025 negative
Disclosure
Masad: Replit Agent will avoid Next.js because it is optimized for Vercel
“I said, no, because we want to bet on something like Vite that is open, like community builds and the way Next.js has been trending is that it's optimized for Vercel.”
Amjad Masad Mar 25, 2025 ▶ 19:44 Amjad Masad on Replit, AI Agents, and the Death of Traditional Software.
Mar 26, 2025 positive
Disclosure
Rauch: Vercel is partnering with competitors to support Next.js offerings
“We're actually also partnering with companies that are even competitors over sell to help them manage Next.js better when they want to create an offering like that.”
Guillermo Rauch Mar 26, 2025 ▶ 33:25 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Mar 26, 2025 positive
Disclosure
Rauch: Vercel doubled year-over-year signups primarily due to v0
“Vercel doubled the number of signups year over year, mostly due to the introduction of vZero, which is our coding agent.”
Guillermo Rauch Mar 26, 2025 ▶ 7:03 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Mar 26, 2025 positive
Assertion Not checkable as stated
Rauch: Fluid Compute yielded 85% efficiency gains for some customers
“The compute, we just announced fluid compute. It's a staggering what we've done in terms of compute efficiency. Some customers saw an improvement in efficiency of 85%.”
Guillermo Rauch Mar 26, 2025 ▶ 32:21 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Mar 26, 2025 negative
Opinion
Rauch: Vercel should have pre-notified auth partners before Next.js CVE release
“I think we should have notified those people before that CVE went out so that they could have had the opportunity to, like, look at what the impact would have been to their projects and things like that.”
Guillermo Rauch Mar 26, 2025 ▶ 2:21 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Mar 26, 2025 neutral
Disclosure
Rauch: Vercel tested Cloudflare for edge middleware before building its own
“We tried really hard to use Cloudflare. We were a customer. We tried it out for a new compute product, which coincidentally it was edge middleware and it didn't work out for a number of reasons.”
Guillermo Rauch Mar 26, 2025 ▶ 6:02 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Mar 26, 2025 positive
Assertion Supported
Rauch: Vercel's AI SDK hits one million weekly downloads
“We power, for example, the AI SDK, which is the most popular way today in the JavaScript ecosystem to add AI to your product. It has a million downloads a week.”
Guillermo Rauch Mar 26, 2025 ▶ 4:07 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Mar 26, 2025
Disclosure
Rauch: Many Companies Have Asked for Vercel's v0 Data
“People seem to be very obsessed with the vZero data, so I'll tell you, I also haven't shared this before, but so many companies have come and asked for”
Guillermo Rauch Mar 26, 2025 ▶ 28:58 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Mar 26, 2025 bullish
Disclosure
Rauch: 5% of Vercel signups come from ChatGPT, growing 30% MoM
“We see five percent of our Vercel signups that also happen to be some of the highest intense signups coming from ChatGPT. Which is up from being like, one percent or less than one percent six months ago. And it's growing. I didn't share the growth metric, but …”
Guillermo Rauch Mar 26, 2025 ▶ 10:48 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Mar 26, 2025 bullish
Assertion Supported
Rauch: Vercel has announced eight price decreases recently
“I think this year we've already announced eight price decreases or like last quarter and this year, and we continue to announce price decreases because we're passing on the cost savings that we realize in our infrastructure on all sides.”
Guillermo Rauch Mar 26, 2025 ▶ 32:01 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Mar 26, 2025 negative
Opinion
Rauch: Vercel should have partnered better with Netlify and Cloudflare on Next.js CVE
“And again, we could have done a much better job at partnering with companies like Netlify and Cloudflare who host Next.js as well.”
Guillermo Rauch Mar 26, 2025 ▶ 2:39 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Mar 26, 2025 positive
Disclosure
Rauch: Vercel hosts OpenAI.com
“I am very proud that we host OpenAI.com.”
Guillermo Rauch Mar 26, 2025 ▶ 11:24 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Mar 26, 2025
Assertion Not checkable as stated
Rauch: Next.js has millions of MAUs, Vercel hosts tens of millions of apps
“We have millions of monthly active developers on Next.js tens of millions of applications deployed at the Vercel platform.”
Guillermo Rauch Mar 26, 2025 ▶ 1:13 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Mar 26, 2025 positive
Disclosure
Rauch: Vercel partnered with xAI to power its open chat template
“And we recently partnered with XAI to power the default model. So you can go to chat.versella.ai and you can basically clone and deploy your own ChatGPT in your own domain name.”
Guillermo Rauch Mar 26, 2025 ▶ 14:48 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
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