Platform of Platforms

Vercel is positioning itself as a "platform of platforms" - a foundation upon which entrepreneurs can build the next generation of AI-powered platforms.

The Platform of Platforms Vision

  • Vercel wants to be the foundation where "the next Shopify" is born
  • They've open-sourced components of V0 to help entrepreneurs build vertical-specific AI tools
  • The goal is to enable others to create specialized platforms on top of Vercel's infrastructure

The Game Engine Metaphor

  • Think of Vercel as a game engine and V0 as one video game built with that engine
  • Entrepreneurs can build many different "games" (vertical-specific platforms) using Vercel
  • Examples include:
    • V0 for doctors
    • V0 for video games
    • V0 for lawyers
    • Any vertical that can be reimagined with AI

Unbundling ChatGPT

  • ChatGPT revealed clusters of use cases that can become standalone platforms
  • When ChatGPT emerged, people used it for specific tasks like:
    • Legal document drafting (NDAs)
    • Web UI development (React, HTML, Next.js)
  • These clusters of queries represent opportunities for dedicated platforms
  • Example: GC.AI - "V0 for lawyers" built on Vercel's platform

The Next Generation of Platforms

  • Future platforms will start with AI intelligence, not just features
  • Example of reimagining e-commerce:
    • Starting with AI instead of building the same Shopify
    • Importing product photos automatically
    • Using prompts to define store characteristics
    • Automatically ingesting existing physical store data
    • One-button store creation that handles products, SKUs, categories

Creative Engineering

  • AI enables a new form of "creative engineering" where developers prompt their way to solutions
  • Example: Doom CAPTCHA - created by prompting V0 and integrating WebAssembly
  • This represents a shift where engineers "no longer write code, only prompt"
  • Potential for a platform focused on "AI for creative coding" for the next generation of artists

Context-Aware AI

  • Current limitation: context gets lost when moving between apps
  • Future opportunity: systems that understand the sequence of everything we're doing
  • Connecting the dots between different apps and integrations people use for work