COO at Vercel, formerly spent nearly a decade at Stripe building go-to-market teams; recently joined Shopify board.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Vercel's fluid compute infrastructure and AI gateway enable cost-efficient agentic workflows, with internal sales development and support agents achieving 90%+ automation and 32x ROI, proving the platform's leverage for AI-native companies.
AI-powered search will surface niche merchants without large ad budgets, expanding the addressable commerce market, though consumers may retain desire to personally complete purchases rather than fully delegate to agents.
Enterprises are moving toward headless software architectures — keeping systems of record like Salesforce as back-ends while building custom AI-enhanced UIs on platforms like Vercel for workflow-specific productivity.