Vercel CEO Guillermo Rauch reflects on his early participation in the Dogecoin community during its earliest days.
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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.”
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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.”
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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,…”
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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.”
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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.”
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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…”