🧠 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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当前具身智能产业正处于“资本化”阶段（Phase 3），资本却提前按“部署经济学”（Phase 6）超前定价，导致融资热潮与估值见顶、整机过热与下游冷清等三重剧烈错位。赛道正从“稀缺性溢价”加速转向“收入质量重估”，需穿透泡沫重塑具身智能投资罗盘。
过去一周对我最大的肯定与激励就是Pantheon Research(pantheon-research.com)入围了11月新加坡金管局@MAS_sg 组织的Singapore FinTech Festival @sgfintechfest GFH黑客松的18家决赛名单（唯一中国面孔），被全球头部Fintech峰会小小的认可无疑是令人鼓舞的。过去一年靠OPC+AI模式完成了产品、工程、策略的打磨，经历无数起伏或挫败却好像没有真正为为GTM努力过。@gftn_official以极强了推背感帮我对接了之前接触不到的家办和VC资源，未来一个月是按下加速键的人生，期待11月18日的Demo Day。🫶
🚀 A milestone for Pantheon Research!
🌐 pantheon-research.com
After almost one year of building, I'm pleased to share that Pantheon Research has been selected as one of 18 finalists in the Global FinTech Hackcelerator 2026!
Organised by @gftn_official in partnership with @MAS_sg, the programme brings together FinTech startups, financial institutions, and investors at the @sgfintechfest.
🏦 Our Challenge | @juliusbaer
"Reimagining Private Banking for Digitally Native HNW Clients"
Pantheon combines systematic investment frameworks and evidence-grounded AI across Equities, Macro, Crypto, and FICC — making professional investment research more systematic, explainable, and accessible.
Rules decide. AI explains. Humans make investment decisions.
Looking forward to exploring how our technology can serve professional investors and the next generation of wealth management.
📍 See you at @sgfintechfest!
📅 November 18, 2026 | 2–5 PM SGT
🎤 Catalyst Stage, Singapore
#GFH2026 #SFF2026 #WealthTech #AI
Official announcement by the Monetary Authority of Singapore (MAS) @MAS_sg :
mas.gov.sg/news/media-releas…
🚀 A milestone for Pantheon Research!
🌐 pantheon-research.com
After almost one year of building, I'm pleased to share that Pantheon Research has been selected as one of 18 finalists in the Global FinTech Hackcelerator 2026!
Organised by @gftn_official in partnership with @MAS_sg, the programme brings together FinTech startups, financial institutions, and investors at the @sgfintechfest.
🏦 Our Challenge | @juliusbaer
"Reimagining Private Banking for Digitally Native HNW Clients"
Pantheon combines systematic investment frameworks and evidence-grounded AI across Equities, Macro, Crypto, and FICC — making professional investment research more systematic, explainable, and accessible.
Rules decide. AI explains. Humans make investment decisions.
Looking forward to exploring how our technology can serve professional investors and the next generation of wealth management.
📍 See you at @sgfintechfest!
📅 November 18, 2026 | 2–5 PM SGT
🎤 Catalyst Stage, Singapore
#GFH2026 #SFF2026 #WealthTech #AI
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!
9/
Scaling doesn't mean quitting Vercel, but unbundling the stack: teams BUILD on @vercel for speed, SCALE by offloading backends to PaaS, and OWN by migrating core compute to hyperscalers.
🤖 Made with AI
8/
@Cloudflare attacks from the flank on cost, while @awscloud locks in the infrastructure floor and enterprise ceiling. In a fragmented stack where no single player owns everything, credible alternatives alone are enough to squeeze @vercel margins.
🤖 Made with AI
7/
@vercel faces asymmetric competition: @Cloudflare offers a cheap alternative, @awscloud acts as both partner and threat, while @supabase completes the stack. These viable choices cap Vercel’s pricing power and abstraction premium.
🤖 Made with AI
6/
Next.js and Git workflows form @vercel solid deployment core. Expanding into AI SDKs and Sandboxes broadens its scope, but commercial viability is unproven. Meanwhile, zero-margin token routing and AWS reselling monetize connections, leaving infra heavily partner-dependent.
🤖 Made with AI
5/
@vercel isn't for everyone. Its core sweet spot remains AI-native builders and pro developers who hold their own codebase but deliberately outsource infrastructure complexity.
🤖 Made with AI
4/
Despite soaring deployment metrics, a massive gap remains between "distribution activity" and "durable revenue": public evidence is lacking on whether these ephemeral builds convert to surviving apps, paying users, or high-margin expansion.
🤖 Made with AI
3/
AI deployment decisions are splitting into two camps: all-in-one platforms (Vercel uses v0 as a wedge) and general Coding Agents (Claude Code, Cursor). Vercel won early mindshare via CLI/MCP integrations, but these tools are easily cloned by Cloudflare—raising default odds, not a moat.
🤖 Made with AI
2/
Vercel’s core is a "deployment abstraction"—stripping out complex cloud decisions to swap control for extreme speed and frictionless shipping. It perfectly serves the Vibe Coding wave: teams that want code without managing infra.
🤖 Made with AI
1/
Vercel is surging with 6M daily deployments (>50% triggered by AI agents) and $340M ARR. Yet at a $93B valuation, its abstraction advantage faces Cloudflare’s squeeze, while whether agentic deployment spikes can yield long-term margins remains unproven.
🤖 Made with AI
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.
@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…
