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Video starts at 19:32
Channel
Interviewed Person
Guillermo Rauch
"The end state is that every company will be an AI company."
"You have to think about a web for end users and humans but you also have to think about a web for agents."
"We're going from dynamic to generative."
"Your customer is no longer the developer. Your customer is the agent that the developer or non-developer is wielding."
"You have two customers. You have your direct customer who's the developer, but then you have to be thinking about what is that developer trying to create? What is their customer?"
It's really nice that now we have this really powerful tool to input that guidance in a very very very scalable way. Right? Like if we're talking about the world of development, you're talking about like you know maybe singledigit millions, twodigit millions of developers. Now we can actually give this guidance and direction to a much broader set of people. Um I it's exciting for someone I think that's getting into building software today because in some ways you're kind of leapfrogging the past generation. The best generation has their gray hairs and hard-earned lessons on how to build these interfaces, but people that are
getting into software today have, you know, this incredible access to what we've all learned collectively. So, it's super exciting. [Music] Today we're speaking with GMO Rouch, CEO of Verscell, for a conversation about how AI is reshaping software
development. GMO shares insights from building v0, Verscell's text to app generator that's attracting not just developers, but designers and marketers, essentially anybody who can describe what they want to build. GMO predicts that we're heading towards a generative web where applications are created on demand for individual users, potentially making traditional downloadable software obsolete. He also reveals how Chat GBT has unexpectedly become one of Vercel's fastest growing customer acquisition channels, offering a glimpse into how AI is already transforming business fundamentals. Enjoy the show.
GMO, thank you so much for joining us today. Excited to be here. I want to get right into it. It seems like the coding market is being turned upside down, you know, blown up in different ways, and it seems like the kind of front-end web developer segment of the market is the one that's changing the most rapidly. uh what are you seeing and what do you think happens to that core community? Yeah, it seems like whatever LMS are good at, you know, like people get really excited about. And in a couple
years ago when Chad GBD came out, one of the first things we noticed at Verscell was Chad GBD is extremely good at writing React code and Tailwind code, which is the styling code that most most web developers use these days. And we got really excited because we saw, okay, you know, Verscell has been in the business of giving people tools and frameworks to make it really easy to develop websites and publish them online. But it seems like this is a almost like a generational shift towards something that is even better than a framework. It's not exactly a framework. Like
Nex.js is like a React framework. You know, you sit down and you write code and it makes it a lot easier to write an application. But LLMs seem to me like a generational leap, like more general than a framework and potentially something that opens up the top of final to every person on the planet because all you need to know is to you know use your natural language and generate code. And so that actually inspired us instead of like um perhaps the typical reaction
would be like you either ignore it or you're in fear of it. Uh we really deeply embraced it. I personally really embraced it because at the time I was using copilot which was the autocompleter inside your IDE mostly focused on that at the time and then I realized okay like this feels like the next big thing in AI so we created v0 which is a text to app or text to front end and ever since you know it's been now a couple of years uh its growth has been astronomical and we've learned a lot about what AI can do
to I think power the next generation of software builders which might not be just developers I think That's the biggest discontinuity or the biggest thing we've seen on the market. There is AI coding tools that are now attracting what I would call dev adjacent profiles like designers, marketers, um basically anybody with a keyboard that I sometimes make the joke instead of like yapping into your team chat application just yapp into v0 and you're creating more value. That's awesome. when we first did our
