/ 🇲🇽 / WE WILL WIN /
cdmx
Joined January 2015
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Sebas retweeted
Vercel CEO Guillermo Rauch (@rauchg) says the old work week is officially dead:
“You would think, ‘AI has arrived, & we're all working 2 hours a week.’”
“The opposite is happening. I get text messages at midnight from the CEOs and CTOs of these companies.”
“It’s more like 7/7/7: 7 days a week from 7 AM to 7 PM.”
BREAKING: 60% of Vercel deployments are now driven by AI agents, up from 3% in Jan 2026.
FULL INTERVIEW
Guillermo Rauch (@rauchg), Founder & CEO @Vercel
Stats:
› 80% of AI Gateway token volume comes from open models
› 10 years to reach 1B deployments, then another 1.5B in just 10 months
"The machines have taken over."
I sat down with G at Vercel's SF HQ to discuss how AI is changing software development, infrastructure & the economics of SaaS.
Vercel has reportedly reached $600M in annualized revenue, up 148% YoY, with 485K+ paying teams and a $9.3B valuation. Customers include SpaceX, OpenAI, Meta, Stripe, Brex, Shopify, DoorDash, & Polymarket.
P.S. Guillermo mentions "code" 145 times throughout our conversation. His thesis is that AI agents are making code effectively free, fundamentally changing what companies build versus buy.
"You buy Vercel as the platform, & then you never have to buy software again because you can just generate it to your needs."
We cover:
› The shift from human-facing websites to agent-native interfaces, MCP & agentic commerce with Stripe, Shopify & DoorDash
› Why free code changes SaaS economics for Salesforce & SAP, software development & the role of engineers at Meta, SpaceX & Mercedes F1
› Open vs. closed models, including why ~80% of token volume on Vercel’s AI Gateway now goes to open models like Moonshot’s Kimi & DeepSeek
› Unpacking frontier: OpenAI, Anthropic, Gemini & xAI
› Agent autonomy, prompt injection, sandboxing & enterprise security after OpenAI’s Hugging Face breach
› Model routing, growing compute demand & the future of serverless infrastructure
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
(11:34) The CEO who still ships code on weekends
(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?
(24:21) Minority Report is becoming real software
(29:16) The end of SaaS & the rise of personal software
(34:07) AI agents are soldiers with no frontal lobe
(45:42) AI hackers & the coming cyber war
(47:55) The $1M challenge to hack Vercel's sandbox
(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
(1:07:23) "The thing you fell in love with is gone"
(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
Sebas retweeted
Mark Zuckerberg says Alexandr Wang is the sharpest entrepreneur of his generation: "Alex is the guy. He's the fucking guy."
"Alex and I had spent a bunch of time talking over the years, and maybe once every few months or something we'd talk. And I was always just very impressed by how he thought about things strategically."
"I kind of had this view of like, all right, currently he's doing this very operational data business, but it always felt to me like he was the sharpest entrepreneur of his generation of the ones who I had a chance to meet."
"I think maybe when we got started, a lot of people were like, okay, like how is this going to work? It's like the social media guy is working with the data guy. Like, are we going to build a frontier lab here or what?"
"My really strong conviction is because I talked to all the leaders of all the labs, all the heads of research, all this stuff, and I was like, no, Alex is the guy. Like he's the fucking guy."
"We need this kind of strategic clarity that he has around the different ways that we want to approach this, the kind of extreme focus on talent density, on the clarity of communicating the different vision which we kind of fashioned together over this period."
"And a bunch of things that I think were kind of extreme but have basically worked, like having this very flat culture was something that you were kind of really obsessed with."
Sebas retweeted
Nuestro tiempo necesita hombres y mujeres que tengan el valor de hacer el bien incluso cuando cuesta. Háganse prójimos de quienes están solos, sostengan a quienes están cansados, busquen a quienes se han alejado. Tengan el valor de perdonar, de volver a empezar, de dialogar.
Sebas retweeted
New cat alert! A call from a wildlife sanctuary about a "weird cat" has led to the first new cat species discovered in over 100 years in Bolivia’s Yungas forest ecoregion. Learn more about this feline surprise: on.natgeo.com/JRuaGj
Sebas retweeted
#BoletínUNAM El petróleo del siglo XXI son los datos, sostiene Óscar López Águeda > bit.ly/4r2RfpX
Sebas retweeted
Todos preocupados por que la AI nos va a aniquilar, cuando lo único que debemos hacer es es tirar US-EAST-1
Sebas retweeted
1/ Today, @Primero_ai is announcing its public launch and a $12m seed, one of the largest seed rounds in LatAm.
Primero is the AI transformation company for Latin America's largest enterprises.
Sebas retweeted
La ingeniería nos da una forma muy estructurada de afrontar problemas, y en muchos casos es múy útil (si se rompe algo del carro, no te vas a poner a filosofar sobre el valor humano de repararlo).
En otros extrapolamos ese pensamiento a cosas donde quizas si valga la pena filosofar sobre el valor humano.
Sebas retweeted
Let yourself occasionally get a little screwed in exchange for not having to live with your guard up all the time. It’s worth it.
