ABOUT THIS EPISODE
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
𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊
𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒
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Paid Ad. Agents are an experimental AI tool. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Brokerage accounts and services provided by Open to the Public Investing, Inc. See additional disclosures at https://public.com/disclosures/agenticdisclosures.
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Guillermo Rauch, Founder & CEO at Vercel
(03:32) The simplest advice for going viral
(07:24) How Vercel became the index of AI
(14:34) Robots writing code for robots
(17:57) The web's next users aren't human
(21:15) Is ChatGPT reading your website right now?
(29:16) The end of SaaS and the rise of personal software
(34:07) AI agents are soldiers with no frontal lobe
(45:42) AI hackers and the coming cyber war
(52:10) 80% of tokens now go to open models
(59:00) The biggest risk for frontier labs
(1:04:00) Can AI labs survive the public markets?
(1:06:28) Why AI has Silicon Valley working 7-7-7
(1:16:56) Your vibe-coded demo won't get you hired
(1:22:22) The hardest part of running a company is keeping it simple
(1:27:01) Why no company can run all its AI apps 24/7
