Person
Co-founder and CEO of Vercel, a web deployment and hosting platform, and creator of open-source tools like Next.js and Socket.io.
Guillermo Rauch's daily snapshot counts tokens inside one managed gateway's self-selected traffic. Vercel's monthly index carries the figure that prices the routing decision, 56% of tokens against 14% of estimated spend.
Reality
Vercel's September Production Index shows the gateway's average price per token down 23.2% in August, a third straight decline, and the median heavy-usage team paying 7.6% less, so most of the saving came from switching models.
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The company defines a capability as a function an agent calls without opening the app. At a $13.3bn valuation on a $500m run rate, the second interface is the part being priced.
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Origin keeps GitHub as the source of truth. That is both the reason engineering orgs can try it this quarter and the reason it is not yet an exit.
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Z.ai says its new open-weight model nears Anthropic and OpenAI on cybersecurity benchmarks. Full download access is two weeks out, which makes patch cadence the variable that matters.
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