
🧠 AI × Crypto Research & Investment | Emerging Tech | INTJ 💼 EIR @IOSGVC @IOSFVC ↳ ex-@ArweaveSCP @Mirana @OKX_Ventures @Indodax 📬 https://xitter.cf/t.co/GYDjFGLm2E
decentraland
Joined September 2020
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The personal portal "daoai" is officially live today:
1️⃣ [ Origin // Genesis ] DaoAI // The Way and Wisdom. Decoding the underlying order of machine intelligence. 🔗 Portal Entrance: daoai.guru
2️⃣ [ Insight // BroadNotes ] Dedicated to long-form deep research reports. Grounded in first principles, we deconstruct technical logic to predict and map out the future of industry evolution:
🔗 Research Matrix: daoai.guru/en/research
3️⃣ [ Praxis // Pantheon Research ] A cross-market quantitative execution hub. Distilling the intricate noise from global macro, equities, digital asset and FICC markets into cold, actionable Alpha:
🔗Strategy Console: pantheon-research.com
AI makes writing code cheap, but shipping it stays costly. Driven by agentic deployments, Vercel captured AI momentum—yet faces Cloudflare/AWS pricing squeezes and unproven long-term moat conversion.
Above is the core logical summary of the research report. For the full deduction on Vercel's business model, competitive ecosystem, and financial economics, read the full version here:
📩 Substack|0xjacobzhao.substack.com/p/f…
✍️ Medium|medium.com/@0xjacobzhao/from…
🌐 Paragraph|paragraph.com/@0xjacobzhao/f…
🤝 Follow & let's discuss!
AI极大地压低了写代码的门槛,但“将代码送上生产环境”依然昂贵。靠 Agent 驱动的高频部署,Vercel 似乎抢到了 AI 时代的船票。本文深拆 Vercel 商业模式,看 Vercel 如何应对 Cloudflare 与 AWS 的定价挤压,以及高频部署活动能否沉淀为真正的商业护城河。
@ABMedia_Crypto 拆解 Vercel 商業模式:靠「抽象層」賺錢,AI 時代是紅利還是天花板? abmedia.io/vercel-business-m…




