Guillermo Rauch
Founder & CEO, Vercel. On 9 shows, 11 appearances. The Shows tab opens the full record on each.
founderexecutiveengineerauthorinvestor@rauchg ↗LinkedIn ↗rauchg.com ↗
Guillermo Rauch is the founder and CEO of cloud platform Vercel and the co-creator of the open-source web framework Next.js. He previously co-founded LearnBoost and Cloudup, created popular open-source libraries like Socket.IO and Mongoose, and authored the book Smashing Node.js: JavaScript Everywhere.
9shows
11appearances
262statements
35resolved
26supported
3contradicted
74%fully supported
44said about them ↓ Everything Guillermo Rauch said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Rauch: Nearly 70% of Vercel documentation traffic comes from coding agents
“Nearly 70% of traffic To Vercel docs is now coming from coding agents. 70% and only 30% of page views are coming from humans.”
Rauch: Cloudbleed leaked Uber auth tokens onto Google search
“You could, I don't know if the audience knows, but you could Google and literally find auth tokens of different companies like Uber indexed by Google.”
Rauch: Apple holds the tech world hostage with arbitrary rules
“Apple is holding an entire world hostage to a lot of arbitrary rules. They make all the calls.”
Rauch: Major AI labs view coding agents as most promising AGI path
“You know, I've spoken with a bunch of people about this at every other lab and they themselves have been surprised that a coding agent was, is the most promising path to AGI.”
Rauch: AI agents will soon independently sign up and pay for services
“I fully expect agents to be signing up for services directly, zero human intervention soon, making payments on behalf of people imminently, you know, getting credit cards and budgets and solving entire problems for people where the service provider becomes an,…”
Rauch: The SaaS business model will be disrupted by AI agents
“The SAS business model definitely gets disrupted because it was predicated on selling seats.”
Rauch: AI model providers cannot sustain flat subscription pricing
“By the way, one prediction that I, that I'll make is that it's going to continue to get more and more complicated for them to sustain the subscription thing, because it's almost an impossible problem.”
Rauch: Generating software will win over searching for and procuring software
“Generating software, it was in competition now with Googling for software, but now generating software is not just in competition, it's going to win. It means that everyone can produce their own software for personal use or for enterprise use, because why woul…”
Rauch: Giving AI agents full computer access produces an AGI-like experience
“The very fascinating thing about agents is the more power an agent has, the more intelligently it performs. And so if an agent has an entire computer, like a Mac mini, it, you feel like you have AGI in your hands.”
Rauch: OpenClaw has similar potential to Linux to become ubiquitous infrastructure
“But this is a good problem to have because when, ah, I really think that, you know, OpenClaw is like Linux. And I agree with Jensen Huang that when Linus Torvalds introduced Linux on the mailing list, he said, I have this toy kernel. Totally not for production…”
Rauch: Vercel candidates must explain how they would automate their own roles
“And so basically everyone at Vercel is now kind of like the steward of the agent, and that's their new job expectation. And now it's become part of our job screening, which actually forces the hiring manager to think about, I'm hiring a roboticist. I'm not hir…”
Rauch: Vercel rerouted Dubai region after two AWS availability zones were droned
“Our region in Dubai got taken offline because of war. You know, two of our availability zones hosted by AWS were droned. So we had to reroute an entire region”
Rauch: Cloud infrastructure will increasingly become a physical target in conflicts
“I think we're going to continue to see how our cloud infrastructure becomes a target because the most valuable thing will be the computers being online and doing number crunching and processing and disseminating intelligence.”
Rauch: Dedicated interfaces and URLs let startups outcompete AI giants
“What I find is that some products are so important or some capabilities are so important that they always deserve their unique entry point. Their unique URL, their unique interface dedicated to that problem, and you might actually outcompete the giants in thin…”
Rauch: Agentic engineering will be limited to professional developers until AGI
“Agentic engineering, I think for the foreseeable future, until we really, you know, reach SSI, or Safe Super Intelligence, or whatever you want to call it, or AGI, it'll still, it's going to be a more reduced number of software professionals.”
Rauch: The total addressable market for v0 is everyone with a computer
“When I think about the coding IDEs, You still have to be a coder, meaning you know how to download an ID, you have to, you know how to set up, you know, the dev server, the tooling, the SDKs, the libraries, whereas a product like vZero, the TAM is everyone wit…”
Rauch: Dev tools must be designed for both humans and AI agents
“LLMs.txt or raw markdown is better for agents. So if you're building developers still today, you have to have that duality in your head. You need to think, okay, How do I make my content, my errors, my developer tools great for agents?”
Rauch predicts a fully generative internet with fluid interfaces within 10 years
“So I think what's going to happen over the next 10 years is that people are going to start creating cross pollinations between products and integrations between products and novel interfaces to products that weren't, I mean, they were possible before, but just…”
Rauch: MCP will replace human business development with agent-to-agent meetings
“You know, in many ways, I think MCB will be the new business development, but it's going to be at a hundred times the speed. It's not going to be people meeting and it's going to be agents meeting.”
Rauch: AI cloud will be self-healing and autonomous with humans in loop
“We believe that the AI cloud will be self healing as well as completely autonomous from an infrastructure point of view. And we believe that agents and humans will collaborate.”
Rauch: Vercel's v0 has positive and improving gross margins
“Yeah, BZero has positive gross margins. It's a healthy business. The margins are improving, the business is improving”
Rauch: Manual code writing will become increasingly irrelevant over time
“Writing the code is going to become less and less relevant over the years”
Rauch: Single individuals will do the work of 100 specialists
“I foresee a lot of people becoming incredibly impactful in building and shipping amazing products and building gigantic companies and in everything you could imagine. Where a single person can do the job of a hundred different people in a hundred different spe…”
The other half of the tape: Guillermo Rauch's own voice is left out of every number here. Other people bring the name up 40 times in 27 episodes across the shows. 4 statements on the record name them. every mention, with the transcript →
Who brings them up most Jeanne DeWitt Grosser 9Lenny Rachitsky 7Harry Stebbings 7Jordi Hays 4John Coogan 4Geoff Lewis 3Joe Lonsdale 1Greg Isenberg 1
Statements about Guillermo Rauch, by other people (4)
Grosser: Great founder brand marketing alone cannot build a predictable revenue engine
“A lot of founders, Guillermo's a good example, John and Patrick were examples of this well, are like excellent brand marketers, but that does not a predictable revenue engine make on its own.”
Greg Isenberg advises choosing AI coding tools by betting on specific founders
“My recommendation to people is actually to follow all the founders of these businesses. So, V-Zero, Guillermo. Kodak, Sam Altman. Lovable, Anton. Bolt is Eric Simons. Replit, Amjad, et cetera. Follow them, and then see who you believe in. Like, if you really c…”
Grosser: Vercel CEO and COO compete in outbound SDR cold-prospecting
“So Guillermo and I currently have a contest on who's going to be the top SDR at the company. So, you know, he's beating me actually on, like, the founder outreach to startups. I'm probably winning an enterprise CXO outreach. But, you know, I, I'm personally do…”
Every mention by year
tap a year for its mentions
20VC 11
TBPN 10
In Depth 9
Lenny's Podcast 7
the Startup Ideas Podcast 2
American Optimist 1
2026 17 mentions in 9 episodes 2 per episode
- Executive Function: Build systems that can decide without you | Jeanne DeWitt Grosser (COO, Vercel)
- Jimmy Iovine on AI: “The Great Artists Will Show the World How to Use It”
- Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN
- Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN
- How AI Agents are Changing Investing · Joe Lonsdale
- AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN
- The rise of the professional vibe coder (a new AI-era job)
- 1 more episode that year, every mention in 2026 →
2025 15 mentions in 12 episodes 1 per episode
- Naming expert shares process for creating billion-dollar brands: Vercel, Azure, Windsurf, Sonos
- The Best Vibe Coding Tools in 2026
- OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- Meet the Hidden Agent Builder Turning Simple Prompts into Profit
- 35 years of product design wisdom from Apple, Disney, Pinterest and beyond | Bob Baxley
- Growth tactics from OpenAI and Stripe’s first marketer | Krithika Shankarraman
- 20VC: ElevenLabs Head of Growth on Why You Do Not Need PMs | The 7-Part Launch Playbook That Gets 700K+ Views Per Product | The Truth About CAC, Payback & Performance Marketing in AI with Luke Harries
- 20VC: Foundation Models: Who Wins & Who Loses | How Economies and Labour Markets Need to Change in a World of AI | China vs the US in an AI Race: What You Need to Know | Rich Socher, Founder @ You.com
- 4 more episodes that year, every mention in 2025 →
2024 4 mentions in 4 episodes 1 per episode
2022 3 mentions in 1 episode
One line per show, most statements first. The link opens Guillermo's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 MADLEDGER | Founder & CEO, Vercel | 1 | 46 | 67% 6/9 | full record on the MAD Podcast → |
 MORE OR LESSLEDGER | Founder & CEO, Vercel | 3 | 46 | 67% 4/6 | full record on More or Less → |
| LENNY'S PODCASTLEDGER | Founder & CEO, Vercel | 1 | 40 | 80% 4/5 | full record on Lenny's Podcast → |
| 20VCLEDGER | Founder & CEO, Vercel | 1 | 31 | 100% 2/2 | full record on 20VC → |
| IN DEPTHLEDGER | Founder & CEO, Vercel | 1 | 30 | 75% 3/4 | full record on In Depth → |
| TBPNLEDGER | Founder & CEO, Vercel | 1 | 23 | 75% 3/4 | full record on TBPN → |
 NO PRIORSLEDGER | Founder & CEO, Vercel | 1 | 18 | 100% 3/3 | full record on No Priors → |
| AMERICAN OPTIMISTLEDGER | Founder & CEO, Vercel | 1 | 14 | 50% 1/2 | full record on American Optimist → |
| STARTUP IDEASLEDGER | Founder & CEO, Vercel | 1 | 14 | — | full record on the Startup Ideas Podcast → |