Vercel CEO Guillermo Rauch on Building the Internet for Agents

<p>Guillermo Rauch, Founder and CEO of Vercel, joins Sourcery from the company&#39;s San Francisco headquarters to discuss how AI agents are transforming software development, infrastructure, and the economics of SaaS.</p><p>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.</p><p>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.</p><p>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.</p><p><br></p><p><strong>Guillermo Rauch: </strong><a href="https://x.com/rauchg" target="_blank" rel="ugc noopener noreferrer">https://x.com/rauchg</a></p><p><strong>Molly O’Shea:</strong> <a href="https://x.com/MollySOShea" target="_blank" rel="ugc noopener noreferrer">https://x.com/MollySOShea</a> </p><p><strong>Sourcery:</strong> ⁠<a href="https://x.com/sourceryy" target="_blank" rel="ugc noopener noreferrer">https://x.com/sourceryy</a> <br></p><p><br></p><p>𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊</p><p>YouTube: <a href="https://youtu.be/WuorvLfAFmA" target="_blank" rel="ugc noopener noreferrer">https://youtu.be/WuorvLfAFmA</a></p><p><br></p><p>𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒</p><p>• <a href="https://brex.com/sourcery" target="_blank" rel="ugc noopener noreferrer"><strong>Brex</strong></a>—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, &amp; travel. <a href="https://brex.com/sourcery" target="_blank" rel="ugc noopener noreferrer">https://brex.com/sourcery</a> </p><p>• <a href="http://www.harvey.ai?utm_medium=paid-partner&utm_source=sourcery&utm_campaign=2026-10-brand-sourcery-partnership" target="_blank" rel="ugc noopener noreferrer"><strong>Harvey</strong></a>—The AI platform built for legal work, is helping the best firms and companies close deals faster. More than 200,000 lawyers, 80% of the Am Law 100, and over 20% of the Fortune 500 build with Harvey. Visit: <a href="http://harvey.ai/" target="_blank" rel="ugc noopener noreferrer">http://harvey.ai/</a>  </p><p>• <a