Chief Product Officer @Klaviyo — previously built @Agency, @Drift, @HubSpot, and @Performable. Invested in @Klaviyo, @Finix, @PostScriptIO, and dozens more.
Boston, MA 🇺🇸
Joined March 2008
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Elias Torres retweeted
Self Improving Companies
A customer buying a car doesn’t care which team handles sales, financing or support. They want a great experience with someone who knows them personally and has the full picture.
I’ve seen customer lifetime value increase when one agent owns that relationship. Let agents learn from the work, test improvements and share what works, and the company gets better as it operates.
Selling this to an incumbent means asking people to change their systems and often their own jobs.
A founder starting today can build around the customer from day one. At the speed AI is moving, it may be better to build the AI native bank, insurer or marketplace yourself.
If you’re building this, let’s talk.
cc @a16z @speedrun
Who has contacts to speed up the release of an amazing Personal Marketing Agent iOS app in the App Store? @Apple
Elias Torres retweeted
Wabi 2.0 is live!
personal agents are one person, one chat. but the parts of life that matter run on more than one person
Wabi is an agent you use together. you talk to it, it does stuff, builds the apps you need, and anyone can join the thread - your partner, your best friend, the preschool moms groupchat
school changes pickup time → Wabi updates the family calendar, everyone sees it.
a show you’d both love → Wabi finds a night that works, gets the tickets.
the trip everyone keeps talking about → Wabi picks the dates, builds the itinerary, books it
go start a thread with your people 👇
🤖 Made with AI
This is the way.
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.”
Elias Torres 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
Elias Torres retweeted
Today we shipped a new way of building data connectors and integrations for @klaviyo. It now takes us minutes (and our agent a few hours) to build integrations that run on our infra — so scale, reliability out of the box.
Let us know integrations you’ve been looking for!
At first I thought @alexandr_wang said Muse bought his “tees” but then realized it was…
Cheeky Pint is back! Mark Zuckerberg @finkd and Alexandr Wang @alexandr_wang came to the pub to discuss their new frontier model, Muse Wonder.
00:00:24 Muse’s breakout use cases
00:07:28 The model is the product
00:14:35 Muse Wonder
00:24:56 How frontier models are built
00:48:26 Betting $100B
01:07:21 Agentic commerce
01:19:34 OpenRouter
01:20:06 Beyond the smartphone
01:27:00 Funding
01:34:06 Why AI won’t be winner-take-all
01:40:46 Meta Superintelligence Labs (MSL)
02:08:11 Working for Mark Zuckerberg
We did Composer with 25 people in 2 months and I cannot emphasize enough how a single point of view is key.
It is refreshing to know we can move this fast. More coming.
Meta built Muse with just 200 people.
“The whole executive team, everyone knew that this was probably going to be one of the most important products that Meta would ship this year.”
“But we had the restraint organizationally to make sure it was a really small focused team working on it... because we knew it was a single work of art.”
“This is even now starting to plague a lot of the AI labs. They become this Frankenstein, almost Cronenberg amalgamation of a bunch of different people's points of view.”
“It's sort of like PM hell, where every PM has a thing that they're trying to jam into the product.”
“Muse had to be the exact opposite. There's one clear point of view.”
— @alexandr_wang
True even more in the age of AI, public or not.
These principles are always true.
Every time I see a CRO that doesn't sell themselves, they fail.
Every time I see a CTO that doesn't code themselves, they fail.
Every time I see a CMO that doesn't market themselves, they fail.
Every time I see a CCO that isn't constantly meeting with customers themselves, in person, they fail.
I know many will disagree. But this is across 30+ incredible investments, 10+ unicorns, and more.
Maybe this works at a huge public company. But not before $250m ARR. And probably not before $1B ARR. If ever.
Elias Torres retweeted
Two things matter most when hiring executives or promoting leaders internally:
1. Can they hire exceptional people?
2. Can they solve hard problems?
External executives are usually experienced at building teams, but often lack the context and content depth to solve the hardest problems themselves.
Internal leaders usually get promoted because they’re exceptional problem solvers. The question is whether they can become exceptional at hiring.
The best leaders can do both.
Elias Torres retweeted
on top of this @amazon is our investor… and we’re still getting nothing but “we’ve escalated your request” from their support team when our production environment is down @awscloud @AWS @AWSSupport
AWS suspended our account by mistake and with no explanation and Wabi has been completely down for over 3 hours
we've sent every document and talked to support, but they can only open a ticket from the account they suspended, which we can't get into. I guess Amazon really doesn’t like personal agents :)
genuinely Kafkaesque. @AWSSupport @awscloud - please help, my dms are open
Elias Torres retweeted
We want more people creating and building. So many entrepreneurs and small businesses will start and grow their businesses with Muse.
So all of @klaviyo’s platform is available today in Muse. Let’s build!
Starting today, Klaviyo is a partner for Muse for Small Business, a new AI product from Meta. If you're a small business owner wearing every hat, connect your Klaviyo account and let Muse find who's gone quiet and draft the win-back email. Learn more: klaviyo.com/blog/klaviyo-met…
Elias Torres retweeted
2/ here's the full list of connectors launching today
@Zoom
@figma
@canva
@stripe (merchant)
@github
@Meta Business Manager (Ads, FB Pages, IG Biz/Creator)
@QuickBooks
@SlackHQ
@gohighlevel
@todoist
@Outlook
@Box
@Dropbox
@klaviyo
@Shopify (merchant)
@linear
@asana
@zapier
@evernote
@Lovable
@Replit
@vercel
have a connector you want to submit? go to muse.ai/platform
Elias Torres retweeted
We're helping world-class organizations like @klaviyo build agentic deployment platforms.
① Connect every agent (claude, codex, cursor…)
② Configure SSO via their IDP (Okta, Entra)
③ Now everyone can cook, securely®
What happens to SaaS once every company sets this up? I get this question a lot 😁
First, the data must come from somewhere. These apps only work if they can be infused with business data.
This is why we see the big enterprise SaaS players suddenly prioritize shipping CLIs and MCPs. Or dust off APIs they were neglecting for years.
The new 'procurement bar' will be how ergonomic your product is for *agents*, rather than humans. How easily they can navigate your ontology and work with your data.
Once that's in place, there's a long tail of SaaS applications that I suspect will never be bought again. They'll be generated. They'll be more secure, more performant, more modern, and tailored to each company's and employee's needs.
Engineers @klaviyo built an internal app platform on Vercel. In the first two weeks, 512 employees shipped 356 projects.
• Idea to live app in 3 minutes
• Apps are full-stack, on Klaviyo's databases
• Deployments are SSO-gated & private by default
vercel.com/customers/how-kla…
Elias Torres retweeted
Software was the first wave of AI. The physical world is next.
It's rare to see an AI company land its first four customers: all Fortune 500. @Magentic did.
The team wrote their first line of code at the @sequoia office. Welcome @felicis, and congrats Robin and Odhran on the $18M Series A 🚀
More below 👇
