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Guillermo Rauch

Founder & CEO, Vercel · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderexecutiveengineerauthorinvestor@rauchg ↗LinkedIn ↗rauchg.com ↗

Guillermo Rauch is the founder and CEO of cloud platform Vercel and the co-creator of the open-source web framework Next.js. He previously co-founded LearnBoost and Cloudup, created popular open-source libraries like Socket.IO and Mongoose, and authored the book Smashing Node.js: JavaScript Everywhere.

23statements → 10claims → 4claims resolved → 75%fully supported → 3.87/5average certainty → 2.22/5average debate potential → 10said about them ↓

3 supported 1 partly supported 0 contradicted 6 not checkable as stated how the 10 claims stand · each chip opens the sources

4 predictions · 6 assertions · 6 opinions · 7 disclosures · every statement was checked. The predictions and assertions are the 10 claims: statements the public record can support or contradict. 4 are resolved, and 6 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Guillermo argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Rauch: Cloudbleed leaked Uber auth tokens onto Google search
“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.”
Guillermo Rauch Mar 26, 2025 ▶ 5:16 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
100% certainty 3
83% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Guillermo Rauch on measured tape to publish a rate. This says nothing about how they speak.

Everything Guillermo Rauch said on TBPN that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Supported
Rauch: Cloudbleed leaked Uber auth tokens onto Google search
“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.”
Guillermo Rauch Mar 26, 2025 ▶ 5:16 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Opinion
Rauch: Apple holds the tech world hostage with arbitrary rules
“Apple is holding an entire world hostage to a lot of arbitrary rules. They make all the calls.”
Guillermo Rauch Mar 26, 2025 ▶ 26:45 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Opinion
Rauch: Vercel should have pre-notified auth partners before Next.js CVE release
“I think we should have notified those people before that CVE went out so that they could have had the opportunity to, like, look at what the impact would have been to their projects and things like that.”
Guillermo Rauch Mar 26, 2025 ▶ 2:21 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Opinion
Rauch: Vercel should have partnered better with Netlify and Cloudflare on Next.js CVE
“And again, we could have done a much better job at partnering with companies like Netlify and Cloudflare who host Next.js as well.”
Guillermo Rauch Mar 26, 2025 ▶ 2:39 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Disclosure
Rauch: Vercel tested Cloudflare for edge middleware before building its own
“We tried really hard to use Cloudflare. We were a customer. We tried it out for a new compute product, which coincidentally it was edge middleware and it didn't work out for a number of reasons.”
Guillermo Rauch Mar 26, 2025 ▶ 6:02 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Prediction Not checkable as stated
Rauch: Unbundling Google with AI will create massive startup opportunities
“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”
Guillermo Rauch Mar 26, 2025 ▶ 9:50 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Prediction Not checkable as stated
Rauch: A lot of internet traffic will shift toward answer engines
“A lot of traffic will shift towards answer engines.”
Guillermo Rauch Mar 26, 2025 ▶ 10:43 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Disclosure
Rauch: 5% of Vercel signups come from ChatGPT, growing 30% MoM
“We see five percent of our Vercel signups that also happen to be some of the highest intense signups coming from ChatGPT. Which is up from being like, one percent or less than one percent six months ago. And it's growing. I didn't share the growth metric, but …”
Guillermo Rauch Mar 26, 2025 ▶ 10:48 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Prediction Not checkable as stated
Rauch: Vibe coding will eat a lot of frontend application development
“I'm very convinced that Vibe coding will eat a lot of the world of creating frontend applications.”
Guillermo Rauch Mar 26, 2025 ▶ 18:53 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Opinion
Rauch: You do not want AI managing foundational cloud infrastructure yet
“I don't, I believe that you don't want AI in your infrastructure just yet.”
Guillermo Rauch Mar 26, 2025 ▶ 19:50 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Prediction Not checkable as stated
Rauch: Significant upside will accrue to agentic developer infrastructure
“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.”
Guillermo Rauch Mar 26, 2025 ▶ 23:43 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Opinion
Rauch: Claude Artifacts is among recent AI's most important inventions
“I love the Claude artifact name. I think it was one of the most important inventions as it has happened in AI in recent years”
Guillermo Rauch Mar 26, 2025 ▶ 11:39 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Disclosure
Rauch: Vercel is partnering with competitors to support Next.js offerings
“We're actually also partnering with companies that are even competitors over sell to help them manage Next.js better when they want to create an offering like that.”
Guillermo Rauch Mar 26, 2025 ▶ 33:25 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Assertion Supported
Rauch: Vercel's AI SDK hits one million weekly downloads
“We power, for example, the AI SDK, which is the most popular way today in the JavaScript ecosystem to add AI to your product. It has a million downloads a week.”
Guillermo Rauch Mar 26, 2025 ▶ 4:07 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Disclosure
Rauch: Vercel doubled year-over-year signups primarily due to v0
“Vercel doubled the number of signups year over year, mostly due to the introduction of vZero, which is our coding agent.”
Guillermo Rauch Mar 26, 2025 ▶ 7:03 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Opinion
Rauch: React is one of Meta's greatest inventions
“React was open source by Meta. I believe that's one of their greatest inventions.”
Guillermo Rauch Mar 26, 2025 ▶ 23:17 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Assertion Not checkable as stated
Rauch: Next.js has millions of MAUs, Vercel hosts tens of millions of apps
“We have millions of monthly active developers on Next.js tens of millions of applications deployed at the Vercel platform.”
Guillermo Rauch Mar 26, 2025 ▶ 1:13 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Disclosure
Rauch: Vercel hosts OpenAI.com
“I am very proud that we host OpenAI.com.”
Guillermo Rauch Mar 26, 2025 ▶ 11:24 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Disclosure
Rauch: Vercel partnered with xAI to power its open chat template
“And we recently partnered with XAI to power the default model. So you can go to chat.versella.ai and you can basically clone and deploy your own ChatGPT in your own domain name.”
Guillermo Rauch Mar 26, 2025 ▶ 14:48 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Disclosure
Rauch: Many Companies Have Asked for Vercel's v0 Data
“People seem to be very obsessed with the vZero data, so I'll tell you, I also haven't shared this before, but so many companies have come and asked for”
Guillermo Rauch Mar 26, 2025 ▶ 28:58 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Assertion Partly supported
Rauch: Midjourney Self-Hosts Next.js
“Midjourney, speaking of which, is that Next.js user, that self-hosts Next.js, extremely proud of that.”
Guillermo Rauch Mar 26, 2025 ▶ 29:35 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Assertion Supported
Rauch: Vercel has announced eight price decreases recently
“I think this year we've already announced eight price decreases or like last quarter and this year, and we continue to announce price decreases because we're passing on the cost savings that we realize in our infrastructure on all sides.”
Guillermo Rauch Mar 26, 2025 ▶ 32:01 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Assertion Not checkable as stated
Rauch: Fluid Compute yielded 85% efficiency gains for some customers
“The compute, we just announced fluid compute. It's a staggering what we've done in terms of compute efficiency. Some customers saw an improvement in efficiency of 85%.”
Guillermo Rauch Mar 26, 2025 ▶ 32:21 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.

The other half of the tape: Guillermo Rauch's own voice is left out of every number here. Other people bring the name up 10 times in 10 episodes on TBPN. every mention, with the transcript →

Who brings them up most Jordi Hays 4John Coogan 4

Every mention by year

tap a year for its mentions
002244202420252026episodesmentions
024202420252026episodes it came up in
000.5214202420252026episodesmentions per episode
2026 4 mentions in 4 episodes 1 per episode
2025 3 mentions in 3 episodes 1 per episode
2024 3 mentions in 3 episodes 1 per episode

Appearances (1)

EpisodeDateSpeaking time
Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Fronte Mar 26, 2025 23m
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