The Ledger, every show

“Nearly 70% of traffic To Vercel docs is now coming from coding agents. 70% and only 30% of page views are coming from humans.”

“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.”

“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.”

“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,…”

“The SAS business model definitely gets disrupted because it was predicated on selling seats.”

“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.”

“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…”

“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”

“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.”

“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.”

“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…”

“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.”

“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.”

“Yeah, BZero has positive gross margins. It's a healthy business. The margins are improving, the business is improving”

“Writing the code is going to become less and less relevant over the years”

“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…”

“And so that, those tasks where you can almost model it to a translation task, definitely going away, but knowing how things work under the hood.”

“There's going to be a fundamental engineering skill that's going to be useful for decades or centuries to come, which is creating foundational infrastructure. Think about LLMs in the, in terms of, they're like oracles that can go and write software for you. Bu…”

“We already have a customer, an enterprise customer of vZero that only works with vZero. All of their products, all of their features, all of their client communications are VZero native.”

“So that unbundling of the, one of the largest companies and information technology services in the world will create massive opportunities for startups and companies of all sizes”

“A lot of traffic will shift towards answer engines.”

“I'm very convinced that Vibe coding will eat a lot of the world of creating frontend applications.”

“There's going to be a lot of upside for agentic infrastructure. So companies that know how to work well with not just humans, but agents.”

“It used to be a valid content marketing strategy and like marketers in the values to do this, like create a lot of content so that when people search, you'll hit the keywords and whatever, but increasingly a lot of that traffic will just stay in the AI front e…”

“There's four million React developers. I can move that from four million to fifty million trivially, because now like you just speak English to that thing. Even if like it doesn't do a hundred percent of the job, it's just like this like infinitely available a…”

“And so if what you're producing is content that is sort of like facts in general knowledge, it's very likely that you're never, you're not even going to get back the backlinks. Cause someone's going to search on Google, for example, what is HTTP? It used to be…”

“Like there's four million react developers. I can move that from four million to fifty million trivially, because now like you just speak English to that thing. Even if like it doesn't do a hundred percent of the job, it's just like this, like infinitely avail…”

“With Cloudflare, it's more like the meme of like, I don't think about you, because when customers build on Vercel, they never end up needing Cloudflare, but they're coming to us to build software, not to sort of like proxy it or whatnot.”

“The thing that we want to accomplish with the web is that we want to make it truly an AI driven web where when you go to a website, you get a copy of that page that is just for you generated just in time. And it knows it has all this context about what you wan…”

“So using AI to continuously modernize, you can think of systems of the future that are self-tuning and adaptive. We no longer have to catch the latest trend or optimization By doing major re-platforms.”

“If I had a bet, since you gave me the 20 year out, I would say yes. I think very little code, if any, will be written by engineers.”

“Our point of view is that now people will be creating a lot more of those UIs.”

“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'…”

“I think I see a world where the product engineer role evolves to become that. I like this. I don't like this. Okay. Let's refine it. Let's reprompt. Okay. This looks too much like the average website. I don't want it. And of course you can sort of dive more in…”

“So I definitely believe that AIs could operate in a more pure layer. Of logic that then gets converted and mapped back to whatever problem at hand that you have.”

“Our signups are growing by 50% month over month.”

“For example, I don't know if they've adapted yet, but Anthropic for a long time was not playing ball with agents.md. You could only call their instructions claude.md.”

“One thing I also predict is that the stress on infrastructure is going to be bewildering. Who gets allocation of hardware is going to become a big battle. Again, it's not just GPUs, by the way, it's also CPUs. Who gets access to raw metal to satisfy the endles…”

“Every company will have to rethink itself as what Jensen Juan calls a token factory, or what I could call, you know, a AI native interface, or you could call it an agent. It doesn't matter what you call it. The fundamental thing is that companies will be produ…”

“But nowadays when you ask Claude Code Anthropics agent to deploy, They use for sale because we had, you could argue accidentally created the perfect tool for an agent to deploy.”

“In fact, there's already been quite a few incidents with MCP servers where depending on what chat message was sent, the MCP tool that was called was made to disbehave.”

“And so I think there's going to be new primitives like that in the world of agentic commerce, where the agent jumps alongside you in your navigation journey.”

“It's the second largest AI module behind OpenAI.”

“Because now you can control computers remotely with agents. And again, we're just at the beginning of that. I think there's very few people that have actually done this. There's a company called Manos AI that has like this, like on your phone, you are controll…”

“We're one of the largest customers of most of cloud providers at this point. We're hitting the limits of every GPU LLM infrastructure out there in the planet.”

“When you're building AI products, it's a constant stream of user feedback. So for people that are thinking about not building AI products, you know, it's gonna be hard to compete with something that has such a tight feedback loop with users.”

“I was interviewing Nat Freeman today for our internal Vercel podcast today, and he was talking about how much conviction Microsoft got into OpenAI because of the effectiveness of Copilot. Like when Satya saw Copilot, when they were doing the initial iterations…”

“The largest attack that we saw, which we estimate was actually probably targeting some of our customers in the sort of like prediction market space for reasons that I can't fully share, but the attack was pretty sizable, a 150,000 APs, a globally distributed b…”