Luca di Montezemolo

That is not just like a product that you own.

It is a bundle of product and services that get it ready for any given situation.

That's a trade-off clients were intentionally willing to make.

This is not the most practical car.

It's going to have all sorts of issues if I want to use it as my daily driver, but it's an amazing race machine.

And because I race or maybe not because I race, I want to own a race machine.

And so I'm buying it trade-offs and all.

At least not at this point in history, in 1950.

There have been many others who have tried that strategy since, obviously less successfully than Ferrari, and we'll talk about why.

But yes, this is the Ferrari formula that they uniquely execute well on.

And the next death is really the one that kind of defines the rest of his life going forward.

Vercel is building the defining developer infrastructure platform for the agentic era.

And importantly, just like Ferrari, the crucial part is that every part of the system is engineered to work together at the highest possible level.

It's all about performance.

And they're not just a deployment platform or just a framework builder or just an AI cloud anymore.

They've become the agentic infrastructure company.

Yes, which makes sense when you look at what's already running on Vercel.

OpenAI, Polymarket, Stripe.

Vercel built the modern platform for the web, which puts them in a really strong position for the agentic web.

Vercel really is the one-stop shop for everything you need to build in the agentic era.