Guillermo Rauch, the CEO of Vercel, believes the future of software isn’t about lines of code but conversations between intelligent systems. “It’s not going to be people meeting; it’s going to be agents meeting,” he said. “We can call it AI transformation. Every company will have to rethink itself—what Jensen Huang calls a ‘token factory.’”
At the center of this shift is V0, Vercel’s AI-powered text-to-code builder. Since launching in late 2024, it has generated more than 100 million applications and more than doubled the company’s user base. V0 allows users to describe what they want in natural language and get back a functioning application with no manual coding required.
“Vercel required engineering skills; this just requires having an idea,” Rauch said
Positron Is Betting on Large Models. The Market Is Thinking Small
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