Anthropic · OpenAI · TechCrunch AI
Vercel CEO Guillermo Rauch on the fight to split off models from agents
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Known for its cloud infrastructure that allows developers to deploy agents without managing servers, Vercel has quietly become one of the most central companies in AI software.
Key facts
- You also bring in open models, so DeepSeek and GLM-5.2 are taking off
- After the company’s ShipNYC conference last week, they sat down with Vercel CEO Guillermo Rauch for his take on this moment in AI, and how platform companies like Vercel end up competing with major labs
- And another tool is Vercel Sandbox, where you put the agent in a little cage
- How do you see client relationships with the big AI labs changing
Summary
After the company’s ShipNYC conference last week, they sat down with Vercel CEO Guillermo Rauch for his take on this moment in AI, and how platform companies like Vercel end up competing with major labs. It feels like there’s a different energy in the community this year, fewer pilot programs and more focus on how to make things work well in practice. Last year was about prototyping. The biggest lesson for me was the home-run use cases, the two killer apps of agents. That’s driving a lot of the token utilization in the world, but when you produce so much software, you need somewhere to put it.