This isn’t going to generate billions in additional revenue. That is a huge exaggeration.
I do agree with your underlying argument, though. It will likely help them gain market share for hosting web applications, which is increasing with LLM usage.
I do agree with your underlying argument, though. It will likely help them gain market share for hosting web applications, which is increasing with LLM usage.
Certainly if you compare it to another likely scenario where Vercel buys them and fast forward 2 years, it's plausible that a huge number of projects went one way or the other because of what the AIs defaulted to.