Is vercel getting distracted by AI? Will they lose their lead as a result?

why do you say that? You noticed regressions (or at least "slower progress") in other areas?

It’s the narrative they need to exit at this point.

Guillermo has always been drawn to all the shiny new things. It's a strength and a weakness.

I think Vercel is bad and we migrated off (high pricing, react is getting worse, disagree w the philosophy of the company), however I think they're actually killing it.

Biz is going great

Searchcaster