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 23 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
Rauch: Cloudbleed leaked Uber auth tokens onto Google search
“You could, I don't know if the audience knows, but you could Google and literally find auth tokens of different companies like Uber indexed by Google.”
Rauch: Apple holds the tech world hostage with arbitrary rules
“Apple is holding an entire world hostage to a lot of arbitrary rules. They make all the calls.”
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 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 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: Unbundling Google with AI will create massive startup opportunities
“So that unbundling of the, one of the largest companies and information technology services in the world will create massive opportunities for startups and companies of all sizes”
Rauch: A lot of internet traffic will shift toward answer engines
“A lot of traffic will shift towards answer engines.”
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: Vibe coding will eat a lot of frontend application development
“I'm very convinced that Vibe coding will eat a lot of the world of creating frontend applications.”
Rauch: You do not want AI managing foundational cloud infrastructure yet
“I don't, I believe that you don't want AI in your infrastructure just yet.”
Rauch: Significant upside will accrue to agentic developer infrastructure
“There's going to be a lot of upside for agentic infrastructure. So companies that know how to work well with not just humans, but agents.”
Rauch: Claude Artifacts is among recent AI's most important inventions
“I love the Claude artifact name. I think it was one of the most important inventions as it has happened in AI in recent years”
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'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: 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: React is one of Meta's greatest inventions
“React was open source by Meta. I believe that's one of their greatest inventions.”
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.”
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.”
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: Midjourney Self-Hosts Next.js
“Midjourney, speaking of which, is that Next.js user, that self-hosts Next.js, extremely proud of that.”