Vercel CEO Guillermo Rauch on Building the Internet for Agents

The rise of AI agents is fundamentally transforming software development, shifting the industry from human-centric interfaces to agent-to-agent interactions. Vercel, led by CEO Guillermo Rauch, has experienced exponential growth, with agentic deployments surging from 3% to 60% of total traffic in under a year. This transition necessitates a new infrastructure paradigm where code is treated as a liability requiring rigorous security, verification, and sandboxing. While proprietary frontier models currently dominate, the industry is increasingly adopting a portfolio approach, utilizing open models for 80% of tasks to achieve cost efficiency and operational flexibility. As coding agents become autonomous, the focus for businesses must shift toward creating "fluid compute" environments and robust cybersecurity guardrails to protect critical infrastructure from potential vulnerabilities, ensuring that agents remain reliable, secure, and aligned with organizational goals.