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Author and clean-energy analyst who writes on solar cost curves.

• This is eye opening data. And again I'll note that Vercel (like OpenRouter) is a very small fraction of all AI spend, and tilts towards certain customers and use cases. The trends on each might be canaries in the coal mine, but we can't yet generalize to industry-wide AI spend.
  Quoting@GavinSBakerOpen models continue taking share. Not just tokens, more $ now spent on open models than OpenAI. Positive for the AI infra trade. Open models taking share shift $ margin from the model layer to the infra and app layers.

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CEO of Vercel; creator of Next.js and Socket.IO. Writes at rauchg.com.

• Looks like today may be a record day for token volume % of open models on Vercel AI Gateway: 🟦 Open 78.4% 🟨 Closed 21.6% While spend 💲 usually tells a different story, #3 and #4 today are Moonshot AI & DeepSeek. Adding Z⁠.ai, their combined spend surpasses OpenAI (#2). (Do note that's the spend for inference of the model across providers (mostly in the US), not revenue going directly to the open weight labs.)

  OpenAIRelated

• Free Jev on Vercel I know what I’m doing this weekend 😁
  Quoting@vercel_devJev by @typesafeai is free on Vercel AI Gateway until Sept 25. Build with the fastest adopted model on the Gateway at no cost.

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CEO of Vercel; creator of Next.js and Socket.IO. Writes at rauchg.com.

• Vercel is the Vercel for Java
  Quoting@sterenYou wouldn't deploy Java to Vercel...

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CEO of Vercel; creator of Next.js and Socket.IO. Writes at rauchg.com.

• It's likely that more software will be produced next year than in all of the history of computing. It took Vercel 10 years to get to 1 billion deployments, but then we added another 1.4 billion in the last 10 months alone. Some of this will be tiny, personal and even disposable software. An HTML file with some javascript ("artifacts"), a report, a pricing calculator, a slide deck, all the way to sophisticated apps, agents and platforms. Deployment speed is one of our obsessions. We've brought down the time to deploy, upload, assign a domain and globally propagate an artifact to 1 second. This…
  Quoting@vercel_devYou and your coding agent can now use the CLI to deploy static artifacts in less than one second. ▲ ~/ vercel deploy ./my-static-site --prod

  JavaScriptRelated

Writes The Pragmatic Engineer, the software-engineering newsletter, and wrote The Software Engineer's Guidebook. Formerly an engineering manager at Uber, and at Microsoft/Skype and Skyscanner before that.

• Pretty incredible how the skills repo by @mattpocockuk is only 6 months old, and has more stars than the React one. We had to sit down and talk. Timestamps: 00:00 Intro 05:48 How Matt got into tech 10:14 How Matt got into open source 12:58 Joining Vercel 18:39 Total TypeScript 23:21 AI’s impact on technical education 30:32 Building reusable skills for AI coding agents 40:46 The “smart zone” vs the “dumb zone” 45:02 The wayfinder skill 47:52 Why agents excel at software engineering 50:54 “Leading words” 1:01:10 Learning the fundamentals 1:09:17 Local vs. cloud agents 1:12:36 Planning vs. cours…

  TypeScriptcoding agentsRelated

Programmer and writer on computer architecture, performance, and software reliability. He has worked on CPU design at Centaur Technology and on software at Google and Microsoft, and writes long-form technical essays at danluu.com.

• BlueskyAmazon exec: "you wouldn't notice [if someone blew up a datacenter]. I mean, we might be a bit upset, but you wouldn't notice! [laughs]" Amazon after DCs blown up: "After a thorough assessment, we have determined that we are unable to restore access to the resources and data hosted ...."

  data centersRelated

• MastodonAmazon exec: "you wouldn't notice [if someone blew up a datacenter]. I mean, we might be a bit upset, but you wouldn't notice! [laughs]" Amazon official statement after DCs were blown up: "After a thorough assessment, we have determined that we are unable to restore access to the resources and data hosted exclusively in this Region." (yes, more than one DC was blown up, but, like other failures, of course DCs being blown up aren't uncorrelated events)

  data centersRelated

CEO of Vercel; creator of Next.js and Socket.IO. Writes at rauchg.com.

• We're seeing extraordinary results from @typesafeai. Default mode in 𝚏𝚡 is auto, with a safety reviewer analyzing every command. That reviewer runs on GPT Luna today. Jev is up to 18x faster (p95) *and* more accurate. It's coming to @vercel AI Gateway and likely new default.
  Quoting@fazxesWe benchmarked fx auto mode (safety) classifier with @typesafeai's Jev. tl;dr: ~5-18x faster and more accurate than 𝚐𝚙𝚝-𝟻.𝟼-𝚕𝚞𝚗𝚊, our current top choice

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Venture capitalist and founder of Theory Ventures, previously a partner at Redpoint. Writes a near-daily blog on startups, SaaS metrics, data and AI.

• Vercel took its inbound sales development team from 10 people to 1.25, increased productivity by 30% & it costs just a few thousand per year in tokens.

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Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.

• x.comThe optimal portfolio of the last 54 years had 36% U.S. housing. Run the same optimizer only through 1998 and U.S. housing doesn't appear at all. My latest on the best portfolio over the last 50 years (and why it's an illusion):

  ofdollarsanddata.com

  AmericaRelated

• BlogWhat Was the Best Portfolio Over the Last 50 Years?

  A few months ago, I analyzed U.S. stock returns over the last century. Today, I'm going to determine the best portfolio over the last 50 years among the following asset classes: U.S. Stocks International Stocks Real Est…

  AmericaRelated

Web developer and writer; an early GitHub employee, author of speaking.io and of widely read essays on startups and product.

• BlueskyAdded a new runway feature to signed.com to sort which of my portfolio companies are facing cash crunches. (As a side note, always fascinated by startups who run out of cash and haven't talked to their investors about it. That's what they're there for, to help!)

  startupsRelated

• x.comAdded a new runway feature to @signedco to sort which of my portfolio companies are facing cash crunches. (As a side note, always fascinated by startups who run out of cash and haven't talked to their investors about it. That's what they're there for, to help!)

  startupsRelated

Venture capitalist and founder of Theory Ventures, previously a partner at Redpoint. Writes a near-daily blog on startups, SaaS metrics, data and AI.

• When Inbound Sells Itself

  Jeanne DeWitt Grosser, COO of Vercel, reports 90% automation of inbound sales development, a support agent handling 93% of cases, a 32x ROI on the sales development agent, & a total annual infrastructure bill in the sin…

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Engineer at Vercel Labs as of 2026. Ships a steady stream of small developer tools — agent-browser, portless, json-render, native-sdk, the v0 SDK — and lists every one of them at ctate.dev.

• Introducing Vercel Labs Tools for devs in the AI era agent-browser, skills, json-render, deepsec, fx, just-bash, portless, vgpu and more We experiment in public: ship early, learn from feedback, and keep working on what people find useful We've been shipping under the Labs name for a while. Now, Labs is an official team at Vercel focused on exploring new capabilities and primitives that change what developers and agents can do. Here's what to expect: → Labs products: maintained, supported, built to be relied on → Active experiments: moves fast, expect rough edges and breaking changes → Past e…

  vercel.com

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• New agent-browser skill: agent-browser skills get protected-vercel-deployments Now agents can test Vercel deployments behind Deployment Protection, including preview deployments

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General partner at Andreessen Horowitz and author of The Cold Start Problem. Previously led rider growth teams at Uber; has blogged on growth, network effects and marketplaces since 2007.

• current homelab setup for local AI experimentation: - hermes box hosted on a Framework Desktop Mainboard AI Max+ 395 - 5090 eGPU running Qwen 3.8 27B for fast tok/s LLM use - sometimes 150+ tok/s - 2x DGX Spark: running Deepseek v4 Flash 0731 - better but slower model - pi 5 for monitoring - Mac mini as a dev box - use Herdr and ohmypi/codex/claude depending on the use case - housed in a 10" DeskPi mini rack (mostly) Hermes is defaulted to local AI but with a homegrown routing plugin hitting a small low TTFT model (Arch-Router) to decide whether to go local or upgrade to cloud/frontier. Tryin…

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Writes Where's Your Ed At and hosts Better Offline; runs a tech PR firm, and argues at length that the AI business does not add up.

• Premium: The Hater's Guide To Broadcom

  According to The Information, in early 2024, Broadcom CEO Hock Tan hosted a “coffee chat” with employees of the recently-acquired VMWare, and introduced them to his particular brand of management: At that time, VMware’s…

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Full-stack developer, creator of Tailwind CSS; writes at adamwathan.me and makes courses and screencasts for web developers.

• Fun piece of history — Tailwind was extracted from a hosted checkout product I was working on back in 2017. Sort of poetic to end up at Shopify almost 10 years later!

  CSSRelated

Chilean web engineer building web experiences since 2006; co-founder of Media Creators and writes at iolivares.com.

• Vercel listening to users 👏 . Next step: no pricing per seat and at least 1 private repo to build something as growth business and I will use it again.
  Quoting@vercelIntroducing Flat Rate CDN for Pro teams. • Fixed monthly pricing in one predictable bill • Premium global network performance • Automatic protection for viral spikes

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Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.

• I was an early reader of The Awesome Portfolio. Definitely a good one, like the rest of his library. Give it a read!
  Quoting@dailydirtnapThe Awesome Portfolio is out in the wild! So much gratitude, for everything.

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Co-founder of AQR Capital Management; quantitative investor and writer.

• Can you design a portfolio that is behind January through September but in the fourth quarter kicks the hell out of everyone?
  Quoting@shortsqueeznewsBREAKING: Several Knicks players, such as Jalen Brunson, Josh Hart, and Mikal Bridges have reportedly become Goldman Sachs Private Wealth Management clients to reunite with former Villanova teammate Matt Kennedy as their financial advisor. The Villanova-to-New York Knicks pipeline runs deep.

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Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.

• Good question about having a mid-life crisis w/your investments It's harder to sit through stock market losses w/a bigger portfolio The next stock market crash will be a lot more painful for a new group of wealthier investors w/more $$$ at stake

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Software engineer and engineering leader at Canonical, working on Ubuntu; writes about his homelab, Nix and tooling at jnsgr.uk.

• brewlog — B{rew}log is a self-hosted coffee logging platform for tracking your roasters, roasts, brews, cafes and brewing gear.

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Creator of Homebrew, the macOS package manager, and a Swift developer.

• knock-knock — Easy, GitHub sign-in, pre-hosted chat rooms for your GitHub repo

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Software developer and entrepreneur; co-founder of Heroku, author of The Twelve-Factor App, and a researcher at Ink & Switch.

• Screenshot diffing, feedback inboxes, PWAs, and of course local-first sync layer with self-hosted backend. Matches up pretty well with my approach on personal apps thus far into the LLM coding age. Curious to hear from others.
  Quoting@flourish.orgI vibe coded three personal apps that I'd wanted for a while. They work on mobile and web, sync offline first between them, and are polished. This write up describes why, how, and what I learnt. www.flourish.org/2026/08/pers...

  LLMsRelated

Developer, author and YouTuber covering Raspberry Pi, homelab hardware and Ansible automation. Author of Ansible for DevOps.

• Building a mini Homelab that fits in my carry-on

  I'm traveling to Chicago for VCF Midwest next month. I'll be demoing NTP time history on vintage Macs, with my own GPS-derived NTP service hosted on an Xserve G5, synced via NTP or a strange AppleTalk timing extension f…

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Indian software developer and prolific blogger on PHP, Laravel and JavaScript; open-source enthusiast publishing near-daily at amitmerchant.com.

• Cool stuff I stumbled upon lately on the internet: https://t.co/wbWCvAzz8O - Letters of Love https://t.co/i8ajliOOwt - Deterministic geometric blobatars https://t.co/eK5LP1WYyE - Agent behavior https://t.co/WTGC9P1ZQK - Cool portfolio

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Moroccan senior frontend developer writing at smakosh.com; builds side projects and client work under Smakosh LLC.

• next-portfolio-dev — A portfolio for developers (Next js version)

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Cartoonist and comics theorist, author of Understanding Comics, Reinventing Comics, Making Comics and the graphic novel The Sculptor.

• Check out Aron Wiesenfeld's portfolio. Some great stuff. aronwiesenfeld.com/2026 h/t

  thisiscolossal.com

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Freelance web developer and instructor. Author of the Dive Into Docker course; writes tutorials on Docker, deployment and development environments at nickjanetakis.com.

• Do people still watch tech video courses? AI has consumed my entire business and it's been months since I had a single course sale. I can't sustain $120 / month to keep things hosted at a loss. For the first time in 10+ years I'm thinking about shutting it all down.

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Software engineer and engineering leader at Canonical, working on Ubuntu; writes about his homelab, Nix and tooling at jnsgr.uk.

• booklog — B{ook}log is a self-hosted, multi-user book tracking platform for avid readers. Each user maintains a personal library and wishlist, with per-user readings, stats, and timeline.

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General partner at Andreessen Horowitz from 2013 to 2018 and CTO of Coinbase from 2018 to 2019; co-founder of Counsyl and Earn.com. Wrote The Network State (2022), free in full at thenetworkstate.com, and founded the Network School.

• I don’t usually post DMs, but this is a rare exception as I actually asked him before doing so and he consented. Danial is a local Malaysian. Several months ago he asked “Would be cool if you could repost our current portfolio of projects as well, under KD Labs 👀”. I invited him to the Network School campus, as I do many Malaysian builders. He also said he wanted to build a virtual campus for Malaysians, a similar vision to me regarding a network state. Of course, I support him in that vision! And of course it shows that the concept of the network state, like the concept of cryptocurrency, h…
  Quoting@masterofnoneThe Network School (@ns) drama is all over the Internet What's really happening? I'm Malaysian & Irish ~ born and raised in London. Recently moved back to 🇲🇾 for good. My plan? To help build Malaysia's AI Builders Hub (@KrackedDevs) ~ upskilling our people, pulling Malaysian builders together, an…

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JavaScript programmer; creator of the jQuery library, author of Secrets of the JavaScript Ninja, and long-time engineer at Khan Academy.

• My pie-in-the-sky requests for @CloudflareDev to overhaul corporate web dev: * Fully hosted private Git + CI + "Pull Requests" * Playwright end-to-end test running and result collection * Storybook hosting + shapshot comparisons * Private NPM package registry hosting

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Co-founder of AngelList. Writes and podcasts at nav.al in short, aphoristic pieces on startups, wealth and judgement rather than long essays.

• The AI Industrial Revolution

  Full episode with 20 minutes of new material at the end. With Guillermo Rauch (Vercel), Blake Scholl (Boom Supersonic), and Max Hodak (Science). Nivi: Welcome. You’re listening to Naval Podcast, your authoritative sourc…

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Co-founder of AngelList. Writes and podcasts at nav.al in short, aphoristic pieces on startups, wealth and judgement rather than long essays.

• The Regulatory Frontier

  Part 3 of our four-part discussion with three frontier founders: Guillermo Rauch (Vercel), Blake Scholl (Boom Supersonic), and Max Hodak (Science Corp). Also see Part 1: Waste Tokens, Save Time, Part 2: Vibe Coding Hard…

  startupsRelated

American software engineer; worked on code-server at Coder and teaches TypeScript and open-source contribution. Publishes at joeprevite.com.

• scrtch-prj — kljklfdsa-paper.vercel.app/

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Software engineer who worked on Chrome and Polymer at Google, and writes about the web, emoji and Elm at meowni.ca.

• glitch — These are all projects that were hosted on glitch.me, which shutdown, and had to find a new house.

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Austrian developer. Created the libGDX game framework, and more recently the pi coding agent, which moved with them to Earendil — Armin Ronacher's company — in April 2026. Writes at mariozechner.at.

• jot — Minimal self-hosted markdown editor with inline comment threads

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Founded Bridgewater Associates in 1975 and led it until stepping back from control in 2022. Author of Principles, The Changing World Order and How Countries Go Broke; publishes economic analysis at economicprinciples.org.

• The Concept and Mechanics of an All Weather Portfolio

  I believe that some of the most important investment principles I can pass along are about what an “All Weather Portfolio” is and how to build such a portfolio.

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Pen name of the Canadian-American writer behind mrmoneymustache.com, a blog on frugality, early retirement and index-fund investing that has run since 2011.

• This was the first year in a long time that the US stock index (VTI) got trounced by International stocks (VXUS). I was shocked by this difference: VTI: +18.6% VXUS: +33% (!!) This was good for my @Betterment account, which holds about an allocation of non-US stocks and has thus lagged a US-only portfolio for a while. Even after this run, VXUS is much cheaper, trading at a P/E ratio of 17 (and paying a 3.6% dividend) versus our ~27 ratio for the US index which a paltry 1.1 dividend. Will the outperformance continue in the coming years to help these two competitors even back out? Historically…

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CEO of Vercel; creator of Next.js and Socket.IO. Writes at rauchg.com.

• how-is-this-not-illegal — A demo of using RSC and Vercel Postgres, legally

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Writer and researcher on China, technology and industry; author of Breakneck, research fellow at Stanford, known for a widely read annual letter.

• For friends in DC, I’ll be speaking tonight at an IFP/FAI event hosted by @AlecStapp and @hamandcheese https://t.co/48qiMEW8mG tomorrow at Politics and Prose Wharf with @DKThomp https://t.co/QjrL5urP3y and on Thursday at JF Books in Dupont Circle

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Founder of the Silicon Valley Product Group; wrote Inspired, Empowered and Transformed on how product organisations work.

• Product Leadership Archetypes

  Just recently SVPG Partner Christian Idiodi hosted Shreyas Doshi on his Product Therapy podcast, where they discussed the role of product leadership. If you haven’t yet listened to this interview, I would strongly encou…

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Front-end developer and writer; co-founder of CodePen, founder of CSS-Tricks, and co-host of the ShopTalk Show podcast.

• my-portfolio — This is the website for my personal portfolio.

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Co-founder and chief science officer of Hugging Face; writes about open models and where he thinks the field is wrong.

• We've seen nothing yet! We hosted a 9-13 yo vibe-coding event with @robertkeus.bsky.social this weekend (h/t @antonosika.bsky.social and Lovable) takeaway? AI is unleashing a generation of wildly creative builders beyond anything I'd have imagined and they grow up knowing they can build anything!

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American software engineer working across web, mobile and TV platforms; writes at sean.is.

• vercel-server-action-bug

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American software engineer working across web, mobile and TV platforms; writes at sean.is.

• vercel-bug-report — Constants from 'use client' files operate differently

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Writer living in Brooklyn and former Man Repeller features director; writes the weekly newsletter Maybe Baby on culture and consumption.

• Years ago someone told me they were invited to a women's lunch in New York hosted by Jill Biden and ahead of the event they were all told in an email that Jill Biden requested no awkward silences
  Quoting@AlexThompJill Biden is on the July cover of Vogue. Just dropped this AM.

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British senior engineering manager at Netlify, previously a team lead at the BBC; writes about JavaScript testing, chatbots and serverless at marclittlemore.com.

• telegram-test-bot — A test Telegram bot using serverless functions with Vercel for deployment

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