The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 14 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
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.”
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.”
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 …”
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.”
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.”
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.”
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.”
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%.”
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”
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.”