The Ledger
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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: Every company must become an AI-native interface or token factory
“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…”
Rauch: Taste, vision, and clear articulation are essential for AI creators
“You need taste. You need to have a vision of what you want, and you need to be able to articulate it. You know, those are like the fundamental, like literacy of a person. A successful individual will be able to discern what they want and what they don't want.”
Rauch: Anthropic's Claude Code uses Vercel to deploy applications
“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.”
Rauch: Multiple security incidents have already occurred with MCP servers
“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.”
Rauch: Agentic commerce will feature AI agents navigating alongside web users
“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.”
Rauch: Vercel Fluid Compute only bills active CPU cycles during LLM wait times
“If you're waiting for 15 minutes for OpenAI to respond, and you do a tiny bit of compute, maybe to like transform it into HTML or transform it into an MCP response or, you know, call other systems. We're only going to charge you for the actual CPU cycles that …”
Rauch: AI product builders must design from current model capabilities forward
“And there's another emergent principle of you have to design from the model forward.”
Rauch: Vercel AI SDK is second largest AI module behind OpenAI
“It's the second largest AI module behind OpenAI.”
Rauch predicts a huge wave of mobile apps controlling remote computers via AI
“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…”
Rauch: ChatGPT's UI simplicity gives it a fundamental advantage over Google
“If you look at ChatGPT, one fundamental advantage they have over Google is the simplicity of the UI.”
Rauch: Prompting AI is the best proxy for measuring candidate curiosity
“I think prompting is the biggest proxy for how would I measure someone's curiosity.”
Rauch: Vercel's v0 has generated over 100 million applications
“We've passed over a hundred million generations of applications.”
Rauch: v0 doubled Vercel's entire user base in under a year
“VZero has more than doubled the entire user base of Vercel, and Vercel has been around for almost 10 years. VZero has doubled our number of users in less than a year.”
Rauch: Next.js has 1.4 million monthly active developers as top React framework
“Next.js today is the largest web framework in the React ecosystem, 1.4 million monthly active developers.”
Rauch: Every company, task, and role will need complementary AI agents
“So as the market realizes that every company, every task, every role, We'll need these complementary agents.”
Rauch: AI agents, not human users, will directly wield software tools
“So we're entering a world where it used to be that the tools get drawn in front of your face and knew how to wield them. In this new world, the tools are given to the agent and the agent wills them and decides when to use which.”
Rauch: Ambitious AI coding requires agentic architectures due to LLM errors
“As you get more ambitious with the things that you wanted to do, like create more interactive code, data fetching code, et cetera, you always end up with an agentic architecture because you realize that LLMs are not bulletproof.”
Rauch: v0 suppresses error messages when AI can automatically fix them
“Sometimes in V zero, we don't even render the error because we know with a high probability that the agent is going to fix it.”
Rauch: AWS started as e-commerce APIs, not spare hardware capacity
“A lot of people believe that AWS started out because it had spare hardware. If you listen to the AWS episode on the acquired podcast, the story is actually way more interesting. The reason that it's called Amazon web services. Is that there was a hypothesis in…”
Zapier and Solana host their Model Context Protocol servers on Vercel
“We have companies like Zapier using Vercel to host their MCP servers, and companies that are, like, doing significant volume, by the way, which actually kind of surprised me. Solana, for example.”
Rauch: AI agents and MCP require net-new security infrastructure and tools
“So it's a brave new world and new security infrastructure and tools are required.”
Rauch: Web experiences will evolve to be hyper-personalized starting with search
“I think the web will evolve to have this hyper personalized experience. It's probably going to start with search.”
Guillermo Rauch: Vercel hosts OpenAI.com, a top 20 web traffic site
“Like we host openai.com is one of the top 20 websites on the internet.”
Rauch: Vercel suffered no downtime during major Google Cloud outage
“You saw the Google cloud outage the other day for hours, a lot of the cloud was down. So I'll give you an example. Vercel didn't go down”
Rauch: Vercel Sandbox is the Amazon EC2 of AI
“So you can think of sandbox as the Amazon easy two of AI. It's not for the code that your developers wrote is for the code that gets emitted by the LMS and it allows you to create this incredible new products.”
Rauch: Vercel v0 traction improved 100x following interface redesign
“We call it internally V one, which is kind of a joke, but when V one came out, our traction improved by a hundred X.”
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.”
Rauch: There is a positive correlation between prompting and success
“I do believe that in life there is a positive correlation between prompting and success.”
Guillermo Rauch: Large tech companies always compete with garage vibe coders
“It doesn't matter how big your company is, how much history you have, how much money in the bank you have, you're still competing with the seed of an idea of a vibe coder in a garage somewhere.”
Rauch: Career alpha comes from choosing emergent tech over high-status trends
“Where I found the alpha in my life was in actually not immediately go to the thing that was like the obvious high reputation thing. When I started using JavaScript, it was considered to be toy programming language. And it couldn't be fast and it couldn't be co…”
Rauch: Tech progress occurs per deployment, not per line of code
“Like the world moves, makes progress and moves forward one deployment at a time, not one line of code at a time.”
Rauch: Vercel's v0 generates seven applications every second
“Every single second, there is seven app generations happening on V zero.”
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.”
Rauch: Vercel's fluid compute platform reached 1 trillion function invocations
“We hit a trillion function invocations on our new fluid compute platform”
Vercel made its v0 code generation model available to external code editors
“One of the other announcements that we've made recently is we took the vZero model The sort of underlying code generation engine, and we've made it available to code editors as well.”
Rauch: Midjourney, Walmart, and Nike are built with Next.js
“Midjourney.com is built with Next.js, but so is Walmart.com and so is Nike.com.”
Rauch: Developing product taste requires maximizing 'exposure hours' to products
“And so what I call exposure hours is you have to, one, you have to understand how people interact with your own products today. If you already have a product, You have to really pay attention to, okay, how are people exactly leveraging your product? Because I …”
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.”