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Vercel CEO Guillermo Rauch on Building the Internet for Agents

October 16, 2026

AI Summary

5 min read

In April 2025, Vercel reported that 60% of all deployments on its platform now come from coding agents, up from just 3% at the start of the year. The company took roughly a decade to reach its first billion deployments; it added another 1.5 billion in the ten months since. CEO Guillermo Rauch describes this as the moment "the machines have taken over" — agents are writing the code, and Vercel has become the universal infrastructure layer where that code gets shipped.

The Company as a Product, Built on Values

Rauch sees Vercel itself as a product, not just the software it sells. His operating system is shaped by two company values: "iterate to greatness" and "dig deep." The first means constantly improving everything, from the recording studio in the office to the platform's core performance. The second means going as deep as possible — humanly and agentically — into any customer complaint or bug. These values are not wall decorations; they are the machinery that yields future innovation.

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What you'll learn

  • 1 (00:04) **The Exponential Shift: From Humans to Agents** - Vercel has seen a dramatic shift from 3% to 60% of deployments coming from coding agents in a single year, adding 1.5 billion deployments in just 10 months after taking 10 years to reach the first billion.
  • 2 (01:13) **Founding Philosophy: Tools, Transparency, and Iteration** - Rauch explains his background building developer tools and how the company's values of "iterate to greatness" and "dig deep" shape its culture and product development.
  • 3 (03:32) **Operating Principles: Data, Anecdotes, and Real-Time Conversation** - Rauch discusses his management philosophy, emphasizing the importance of blending data with instinct and maintaining a real-time conversation with the market.
  • 4 (07:24) **The Internet for Agents: New Protocols and Interfaces** - Vercel is retooling the internet for agent-to-agent communication, moving beyond human-centric HTML to new protocols like MCP for agents to discover and use tools.
  • 5 (08:45) **The "Yes Code" Philosophy: Never Buy Software Again** - Rauch argues that the future is personalized, generated software rather than aggregated SaaS, with Vercel as the platform where code is free and you never have to buy software again.
  • 6 (14:06) **Infrastructure for the Agent Era: Security, Sandboxes, and Guardrails** - Vercel is building new infrastructure to secure and contain autonomous agents, including enterprise platforms and secure sandboxes to prevent rogue agent behavior.
  • 7 (17:13) **The Sandbox Challenge and Cybersecurity** - Vercel launched a million-dollar bounty for hacking its sandbox, leading to a critical vulnerability discovery that is now being shared with the industry.

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Guests on this episode

Show Notes

Guillermo Rauch, founder and CEO of Vercel, joins Sourcery from the company's San Francisco headquarters to discuss how AI agents are transforming software development, infrastructure, and the economics of SaaS.

Vercel has reportedly reached $600M in annualized revenue, growing 148% YoY, with more than 485,000 paying teams and a $9.3B valuation. Its infrastructure powers applications for OpenAI, Meta, Stripe, Shopify, DoorDash, and more.

AI agents now account for 60% of Vercel deployments, up from just 3% at the beginning of 2026. Guillermo explains why coding is becoming dramatically cheaper, why companies may eventually generate software instead of buying it, and how the internet is shifting from human interfaces to agent-native infrastructure.

We cover open vs. closed AI models, autonomous agents, cybersecurity, the future of SaaS, exploding compute demand, and how the role of software engineers is changing.


Guillermo Rauch: https://x.com/rauchg

Molly O’Shea: https://x.com/MollySOShea 

Sourcery: ⁠https://x.com/sourceryy


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