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by steve_taylor 1165 days ago
> they have effectively acquihired React (Zuck's mistake). no moat?

How is that a moat? They could completely own React and it still wouldn't prevent me deploying my Next.js project anywhere but Vercel.

> (not to mention some genuinely great cloud DX and other platform features eg with their Edge Streaming)

Vercel didn't invent CDNs.