Guillermo Rauch on Vercel's Shift Toward Agentic Infrastructure

Vercel founder Guillermo Rauch argues that hosting agents changes what a cloud platform must support. In his Stanford talk, he contrasts quickly returning a web page with work that can continue for minutes or hours before producing a report or software.

His strategy combines hosting software produced by coding agents, hosting agents themselves and eventually having agents operate infrastructure. These are distinct demands: generating an application does not eliminate the work of running it.

“Writing code doesn't make you special. Deploying code and putting it in front of a customer does make you special.”

Guillermo Rauch

“The learning really begins when a user is confronted with the running version of your code.”

Guillermo Rauch

“Tokens are the new hot commodity.”

Guillermo Rauch

“I like to say that software is basically now free.”

Guillermo Rauch