Vercel
Every AI Founder Weekly story on Vercel, newest first. 8 stories since September 2026.
- Rauch says 60% of Vercel deploys are now agentic
Vercel's own docs see up to 83% of pageviews coming from agents, and Rauch says that share rises the more they optimize for them.
- Vercel hits $600M ARR with agents half of new business
Coding agents went from under 3% of Vercel's new business at the start of the year to roughly half, according to The Information.
- Rauch says AI slop risks people discounting reading itself
The Vercel CEO says the damage from slop is not just bad code, it is that nobody trusts text anymore.
- Rauch says Anthropic fell from 69% to 40% of Vercel spend
Two months of gateway spend data shows developer dollars moving fast, and open models taking about half of the difference.
Steal the numbers, not the vibes
One email a day. Under three minutes. Real MRR, real pricing, real launches from founders building with AI.
- Grok 4.7 hits 94% on Next.js evals at 2x to 7x cheaper
Three models tie at the top, and the interesting number is the one underneath them.
- Jev is Vercel's fastest adopted model ever
Vercel put a number on the rush, and Guillermo Rauch thinks it says more about pricing than about the model.
- Rauch says the best part of the AI wave is everyone wants to build
One line, no numbers, and a claim about what people want from software right now.
- Rauch says open models hit 78.4% of Vercel gateway tokens
Moonshot AI and DeepSeek ranked third and fourth on spend, and Rauch says adding Z.ai pushes the group past OpenAI.
People on Vercel
Get the next one by email
Founders building with AI, every day. Real revenue, real pricing, real launches and what they would redo. No hype sludge. Every number links out.