Kevin Kwok: Vercel's agent play is 'manufacturing your own customers,' TSMC-style
kevinakwok · x · 2026-10-16
Kevin Kwok amplifies soleio's take that "manufacturing your own customers" is a far bigger idea than it appears, pointing to Vercel's agent offering as its embodiment — the fastest way to spin up custom, versatile agents in production.
The quote stems from Kwok's new essay "Abstract Warfare: How TSMC Made Its Own Market," arguing that TSMC doesn't just make chips — it manufactures its own market and customers through abstraction. soleio suggests Vercel's execution of this strategy deserves wider attention.
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