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. The company currently sees 6 million deployments a day, half of them triggered by coding agents, and more than 1 trillion tokens flow through the company’s AI gateway daily.
After the company’s ShipNYC conference last week, we 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. Here’s a lightly edited transcript.
