🧠 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
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
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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.
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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!
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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。
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