100% de acuerdo
Vercel CEO Guillermo Rauch (@rauchg) says the old work week is officially dead:
“You would think, ‘AI has arrived, & we're all working 2 hours a week.’”
“The opposite is happening. I get text messages at midnight from the CEOs and CTOs of these companies.”
“It’s more like 7/7/7: 7 days a week from 7 AM to 7 PM.”
julian gallo retweeted
Vercel CEO Guillermo Rauch (@rauchg) says the old work week is officially dead:
“You would think, ‘AI has arrived, & we're all working 2 hours a week.’”
“The opposite is happening. I get text messages at midnight from the CEOs and CTOs of these companies.”
“It’s more like 7/7/7: 7 days a week from 7 AM to 7 PM.”
BREAKING: 60% of Vercel deployments are now driven by AI agents, up from 3% in Jan 2026.
FULL INTERVIEW
Guillermo Rauch (@rauchg), Founder & CEO @Vercel
Stats:
› 80% of AI Gateway token volume comes from open models
› 10 years to reach 1B deployments, then another 1.5B in just 10 months
"The machines have taken over."
I sat down with G at Vercel's SF HQ to discuss how AI is changing software development, infrastructure & the economics of SaaS.
Vercel has reportedly reached $600M in annualized revenue, up 148% YoY, with 485K+ paying teams and a $9.3B valuation. Customers include SpaceX, OpenAI, Meta, Stripe, Brex, Shopify, DoorDash, & Polymarket.
P.S. Guillermo mentions "code" 145 times throughout our conversation. His thesis is that AI agents are making code effectively free, fundamentally changing what companies build versus buy.
"You buy Vercel as the platform, & then you never have to buy software again because you can just generate it to your needs."
We cover:
› The shift from human-facing websites to agent-native interfaces, MCP & agentic commerce with Stripe, Shopify & DoorDash
› Why free code changes SaaS economics for Salesforce & SAP, software development & the role of engineers at Meta, SpaceX & Mercedes F1
› Open vs. closed models, including why ~80% of token volume on Vercel’s AI Gateway now goes to open models like Moonshot’s Kimi & DeepSeek
› Unpacking frontier: OpenAI, Anthropic, Gemini & xAI
› Agent autonomy, prompt injection, sandboxing & enterprise security after OpenAI’s Hugging Face breach
› Model routing, growing compute demand & the future of serverless infrastructure
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Guillermo Rauch, Founder & CEO at Vercel
(03:32) The simplest advice for going viral
(07:24) How Vercel became the index of AI
(11:34) The CEO who still ships code on weekends
(14:34) Robots writing code for robots
(17:57) The web's next users aren't human
(21:15) Is ChatGPT reading your website right now?
(24:21) Minority Report is becoming real software
(29:16) The end of SaaS & the rise of personal software
(34:07) AI agents are soldiers with no frontal lobe
(45:42) AI hackers & the coming cyber war
(47:55) The $1M challenge to hack Vercel's sandbox
(52:10) 80% of tokens now go to open models
(59:00) The biggest risk for frontier labs
(1:04:00) Can AI labs survive the public markets?
(1:06:28) Why AI has Silicon Valley working 7-7-7
(1:07:23) "The thing you fell in love with is gone"
(1:16:56) Your vibe-coded demo won't get you hired
(1:22:22) The hardest part of running a company is keeping it simple
(1:27:01) Why no company can run all its AI apps 24/7
Prohibir las rrss es una medida moralista que le encanta a los políticos y a los padres desorientados. No sirve para nada bueno, es muy contraproducente y nociva para los adolescentes.
julian gallo retweeted
A retired NASA engineer who had worked on the Space Shuttle program for 25 years was hired by SpaceX at age 62. He described the first week as the most disorienting experience of his professional life.
At NASA, a design change required 3 meetings, 2 committees, a review board, and 6 to 18 months of documentation. At SpaceX, his new supervisor said "if it works, build it. If it doesn't, change it by Friday."
He sat at his desk after the first day and called his wife. He told her he felt like a man who had been swimming with ankle weights for 25 years and someone just cut them off. He could move. He could decide. He could build something in the morning and test it in the afternoon. The constraint that he had accepted as the nature of aerospace engineering turned out to be the nature of bureaucracy.
Within 6 months he had contributed to more design iterations than he had completed in his last 5 years at NASA. Not because he was working harder. Because the time between having an idea and testing the idea collapsed from months to hours. The same brain. The same knowledge. A different operating system.
He described a specific moment where he proposed a modification to a Raptor engine component. At NASA, the proposal would have entered a queue. At SpaceX, the modification was machined by the end of the day and tested by the following morning. He watched his idea become a physical object in 18 hours. At NASA, 18 hours would not have been enough to schedule the first meeting to discuss whether to schedule a meeting.
He told an interviewer: "I didn't get smarter when I went to SpaceX. I got faster. The intelligence was always there. The system was in the way."
The difference between SpaceX and NASA is not talent. NASA has extraordinary talent. The difference is the time between a thought and a test. SpaceX compresses it. NASA elongates it. The same engineer produces 10x more at SpaceX than at NASA because the bottleneck was never the engineer. It was the meetings about the meetings about the work.
julian gallo retweeted
Mientas @MariaCorinaYA cruzaba el mar en la clandestinidad desafiando una dictadura, la nueva Nobel de la Paz, Navi Pillay, se dedica a la chicana barata burlando a Maria Corina. "Si aplauden más, lo comparto con Trump".
Indignante el cinismo y la falsa 'superioridad' moral.
julian gallo retweeted
Esse ta no top 3 ctz
Crie iguais a esse aqui: Creathoon.com/motionswap
julian gallo retweeted
A Nobel Prize for hating Israel: The last thing the award to Navi Pillay will do is promote the cause of peace.
on.wsj.com/4yBT2VX
julian gallo retweeted
Maybe next year they’ll give the Chemistry prize to a Hamas bomb maker.
The Nobel committee chair says they have "great faith" in Navi Pillay's integrity, but whether the Hamas-Israel war can be called a genocide is for the ICJ to decide, not them.
Then why give the Peace Prize to the person whose commission already decided it, with no authority to do so?
This is the same Navi Pillay who:
🚩 Signed a 2020 statement calling on governments to "Sanction Israel," then was appointed a year later to chair the UN inquiry into Israel without disclosing it
🚩 Defended a fellow commissioner who said social media is "controlled largely by the Jewish lobby," calling him "deliberately misquoted." He later apologized for his antisemitism himself
🚩 Ran the 2009 Durban conference that Ahmadinejad opened with an antisemitic speech, after dismissing Jewish groups' warnings as a "lobbying campaign"
🚩 Criticized the US in 2014 for funding Iron Dome to protect Israeli civilians from rockets, with no mention of Hamas firing them
They handed her the world's most famous honour two days after the October 7 anniversary and then said they're not taking a position on what she's known for.
So what do they mean by "peace"?
