Vercel CEO Guillermo Rauch on Building the Internet for Agents

Vercel sees AI coding agents already driving 60% of its deployments, making code free and shifting software from "buy" to "generate."

• Agentic deployment surge: Vercel's coding-agent share of deployments jumped from 3% to 60% since the start of 2026, adding 1.5B deployments in ten months versus 1B in the prior ten years.
• Scale and funding: Vercel reportedly hit $600M annualized revenue (148% YoY growth), 485,000+ paying teams, and a $9.3B valuation after a $300M Series F; customers include OpenAI, Meta, Stripe, Shopify and DoorDash.

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