Note: what follows is absolute 100% speculation based on nothing but gut feelings.
Theo has long been Vercel supporter and was sponsored by them several times. In this case it could be a combination of him being genuinely interested in Vercel (a rare thing) and hopes for future sponsorships
> Here’s what I’ve managed to get from my sources:
>3. The method of compromise was likely used to hit multiple companies other than Vercel.
https://x.com/theo/status/2045870216555499636
To be fair journalists often do this too, eg. "[company] was breached, people within the company claim"