[alexandre_m]

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.

[bluelightning2k]

Perhaps "potentially billions" is justifiable? In that it's a "change the scenario entirely" level of change.

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.