v0

6 statements across 1 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Jun 26, 2025 by Guillermo Rauch · across every show →

Everything said about v0, oldest first

Jun 26, 2025 bullish
Opinion
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…”
Guillermo Rauch Jun 26, 2025 ▶ 12:43 Guillermo Rauch: Why Software Development Will Never Be the Same
Jun 26, 2025 neutral
Disclosure
Rauch: Vercel built v0 with an original team of four people
“It was four people. And one was me who was doing QA when we were launching it.”
Guillermo Rauch Jun 26, 2025 ▶ 4:33 Guillermo Rauch: Why Software Development Will Never Be the Same
Jun 26, 2025
Assertion Not checkable as stated
Rauch: Vercel's v0 has generated over 100 million applications
“We've passed over a hundred million generations of applications.”
Guillermo Rauch Jun 26, 2025 ▶ 2:33 Guillermo Rauch: Why Software Development Will Never Be the Same
Jun 26, 2025 positive
Assertion Not checkable as stated
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”
Guillermo Rauch Jun 26, 2025 ▶ 1:14:33 Guillermo Rauch: Why Software Development Will Never Be the Same
Jun 26, 2025 bullish
Prediction Not checkable as stated
Rauch: Adding monetization features to v0 will improve user retention
“And so I think V zero, you'll see same kinds of things come to V zero so that I think what's going to improve retention is that you're not just like vibe coding into the void. You're actually creating a successful economy.”
Guillermo Rauch Jun 26, 2025 ▶ 1:16:25 Guillermo Rauch: Why Software Development Will Never Be the Same
Jun 26, 2025 positive
Disclosure
Rauch: Vercel's support team uses v0 to suggest product improvements
“Our customer support team uses VZero very extensively because they want to produce suggestions of, hey, if we make this part of the product better, if we improve this area of this, of the service, we will avoid this category of issue that is arriving to me.”
Guillermo Rauch Jun 26, 2025 ▶ 51:09 Guillermo Rauch: Why Software Development Will Never Be the Same
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