Guillermo Rauch

22 statements across 2 episodes · 9 bullish · 3 bearish · 2 people on the record · first statement Oct 6, 2023 by Guillermo Rauch · said 11 times in 9 episodes since 2020 · across every show →

On the record as a speaker too: Guillermo Rauch's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Harry Stebbings (7), Geoff Lewis (3)

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2025 4 mentions in 4 episodes 1 per episode
2024 1 mention in 1 episode
2022 3 mentions in 1 episode
2020 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Guillermo Rauch, oldest first

Oct 6, 2023 bullish
Prediction Not checkable as stated
Rauch: Generation's best products will feature deceptively simple interfaces hiding complexity
“I do think that a lot of those will be This deceptively simple things where the interface of the user is just magical and the company took on the burden, right?”
Guillermo Rauch Oct 6, 2023 ▶ 26:01 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023
Insight
Rauch: AI software requires more UI than traditional deterministic software
“Like, that's what I mean by it's actually giving you more UI, not less, because it's uncertain about what it is that you actually want. So it needs to give you more choices.”
Guillermo Rauch Oct 6, 2023 ▶ 45:38 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023 bullish
Prediction Not checkable as stated
Rauch: Next-gen apps like Notion and Figma will look completely different
“So if I have to create the next notion, the next superhuman, the next figma, My bet is that it certainly is going to look completely different because before I would reach for what I would call like software one point no solutions.”
Guillermo Rauch Oct 6, 2023 ▶ 39:34 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023
Insight
Rauch: Conceptual understanding helps leaders separate storytellers from real technical executors
“Like, I think being able to dive into like the absolute depth of the problem is, is something that everyone should be able to do. That doesn't mean that you have the complete texture But you have the ability to, I think really what you need is the conceptual u…”
Guillermo Rauch Oct 6, 2023 ▶ 20:33 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023 positive
Insight
Rauch: Great companies are defined by how many ideas they reject
“What makes a company good is how much they reject over time, how many things they say no to, how many attract, seemingly attractive on the surface ideas they rule out before they decide, yes, that's the one that goes to market.”
Guillermo Rauch Oct 6, 2023 ▶ 48:36 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023
Insight
Rauch: Painful problems where trust is the main barrier signal big opportunities
“When you know that the problem is so painful, but your only hesitation is whether you can offload it to somebody, there might be a huge opportunity there.”
Guillermo Rauch Oct 6, 2023 ▶ 1:12:38 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023 neutral
Assertion Not checkable as stated
Rauch: Most successful AI systems are suggestive rather than authoritative
“And notice that a lot of the successful AI systems so far have been in the realm of being suggestive rather than authoritative.”
Guillermo Rauch Oct 6, 2023 ▶ 49:56 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023 bullish
Prediction Not checkable as stated
Rauch: AI will accelerate hybrid SaaS pricing combining per-seat and consumption
“So I think we're going to see a lot more of these hybrid models where You give me a baseline of utility, but it can also burst to utilize more of what you can automate for me, if that makes sense.”
Guillermo Rauch Oct 6, 2023 ▶ 1:01:10 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023
Insight
Rauch: Concrete past examples are essential to ship fast with high quality
“I think if you don't have those stories that you can actually give people, like, it almost sounds like, it sounds like, it sounds so contradictory, That you could move fast and ship with high quality, that if you cannot offer people those stories of like, this…”
Guillermo Rauch Oct 6, 2023 ▶ 35:42 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023
Insight
Rauch: Minimize experiment blast radius to balance velocity and quality
“You can find the ways of reducing the blast radius of your experimentation such that when it's the time that you bring the product to everybody, you've accumulated enough evidence of success that you have an overwhelming amount of confidence in what you're bri…”
Guillermo Rauch Oct 6, 2023 ▶ 32:59 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023
Insight
Rauch: Vercel evaluates talent and acquisitions by tangible public creations
“How I evaluate folks that want to join the company or companies that we acquire or folks that we reach out to is that what are they putting out into the world that is tangible? What can I use? What hyperlinks have you shared with the world about your creations…”
Guillermo Rauch Oct 6, 2023 ▶ 16:55 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023 bearish
Assertion Not checkable as stated
Rauch: Unsupervised AI agent products have yielded few success stories
“When it gets into the realm of authoritative, like agents, like I'm just going to let an agent go into the world and act on my behalf. Without supervision, we haven't seen a lot of products that are successful in that space.”
Guillermo Rauch Oct 6, 2023 ▶ 50:25 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023 bullish
Prediction Open · timeframe Oct 2028
Rauch: AI wave will yield major IPOs like Web 2.0
“My prediction is just like what happened with web two by now, where you have, because of the platform shift toward mobile and social, you have countless successful IPOs from that generation. You have the Ubers, you have the Airbnbs, you have the Facebooks. We'…”
Guillermo Rauch Oct 6, 2023 ▶ 1:06:30 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023 positive
Disclosure
Vercel is shifting products toward natural language, text-prompted interfaces
“With some of our products. We're basically going in that direction, right? Like what used to be dragging and dropping and like spending like hours or going into a text editor and like, Going through like all these auto completions and like errors, and now it's…”
Guillermo Rauch Oct 6, 2023 ▶ 37:22 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023 positive
Insight
Rauch: Application user experience matters far more than back-end implementation
“The thing that matters the most is the look and feel and the Capability of the application, the device, and then how you make that happen. I couldn't care less as an end user, right?”
Guillermo Rauch Oct 6, 2023 ▶ 16:42 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023
Insight
Rauch: Writing serves as the front end to a candidate's mind
“Your writing could be that front end to your mind.”
Guillermo Rauch Oct 6, 2023 ▶ 18:11 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023
Insight
Rauch: CEO role is setting quality standards, not inspecting every project
“I'm not the one that is like going after every single project and applying this rigorous testing. You know what I mean? I'm the one that is saying, this is the bar. These are some of the techniques. These are some of the stories.”
Guillermo Rauch Oct 6, 2023 ▶ 35:09 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023 bullish
Prediction Not checkable as stated
Rauch: AI will lead to the creation of more user interfaces
“Our point of view is that now people will be creating a lot more of those UIs.”
Guillermo Rauch Oct 6, 2023 ▶ 37:45 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023 bearish
Prediction Not checkable as stated
Rauch: Single-model software businesses will become less popular over time
“My maybe narrative violation is that businesses that only do one half of the equation Are gonna become less and less popular over time.”
Guillermo Rauch Oct 6, 2023 ▶ 59:38 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023
Insight
Rauch: Providing UI choices generates feedback data to improve AI models
“Another easy to dismiss thing about the brilliance of some of those products is that because they are giving you choices, they're now feeding data back into the system to make it better in the next iteration.”
Guillermo Rauch Oct 6, 2023 ▶ 46:42 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Oct 6, 2023 negative
Disclosure
Rauch: Overweighting big-tech resume credentials was a past hiring mistake
“Sometimes I've placed more weight than I should have on this stellar linked list of awesome brands that you worked at. I did X at, let's just name random companies for the sake of it. Apple, Google, Amazon Netflix. And you look at that and you're like, well, f…”
Guillermo Rauch Oct 6, 2023 ▶ 21:26 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Apr 4, 2025 positive
Assertion Supported
Stebbings: Guillermo Rauch saw Vercel AI inbound grow 1% to 4%
“I've seen also Guillermo Rauch at Vassell's mentioned it's moved from like one to four percent of their kind of inbound.”
Harry Stebbings Apr 4, 2025 ▶ 10:48 20Sales: How the Best Sales Teams Use AI to Win Enterprise Deals | Sales Teams Will Be Dramatically Smaller | How to Ramps Sales Reps Way Faster | Why Unpaid Design Partners are BS | Why this Generation of Sales is Soft with Ishan Mukherjee @ Rox
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