Rauch: Generating software will win over searching for and procuring software
Guillermo Rauch · Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropic, OpenClaw, OpenAI · Apr 10, 2026 · at 18:47
Vercel CEO Guillermo Rauch discusses the shift from discovering third-party SaaS products to using AI agents and code generation models to build bespoke personal and enterprise tools.
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“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 would you go through the hard work of procuring a new vendor if you've already procured Vercel, you plug it into Codex or Cloud Code, and now you generated this software that you thought you were going to procure.”
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More from Guillermo Rauch
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: 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.”