From Discussing The Problem With AI Tools with Guillermo Rauch, CEO of Vercel, Part 2 · · Chaos To Clarity
“What's really fascinating about this new wave compared to the last wave of cloud is that primarily the demand is coming from consumers rather than enterprises. It's the end user buying the product for themselves.”
On , Guillermo Rauch, CEO & Founder at Vercel, spoke about AI market dynamics during Discussing The Problem With AI Tools with Guillermo Rauch, CEO of Vercel, Part 2 on Chaos To Clarity.
Guillermo Rauch, CEO and founder of Vercel, has been discussing the company's growth and its shift toward AI agents. In several appearances, he noted that 70% of traffic to Vercel's documentation now comes from coding agents, up from roughly 90% human traffic the previous year. He described Vercel's focus on "agent ergonomics," or ease of use for AI agents, and said the company's infrastructure is seeing increased demand as agents write and deploy software. Rauch also introduced Vercel Workflows, a product designed for long-running, durable execution of agent tasks, and stated that weekly deployments on Vercel have doubled, with a third of new deployments coming from coding agents. Rauch spoke about his personal use of AI tools, saying he relies on them as a memory system and that his memory has "deteriorated" as a result. He advocated for building products rather than discussing them, stating that "a real link and a real product is worth not a thousand words, it's worth 1 billion words." In an interview with Bloomberg Línea, Rauch anticipated a potential initial public offering for Vercel in 2027. He also described the company's early bet on serverless compute as the right choice for ephemeral, agent-generated software, and said Vercel's growth was previously "capped by how many humans exist" but is now accelerating due to AI agents.