Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropic, OpenClaw, OpenAI

70% of traffic to Vercel docs is now coming from coding agents and only 30% of pages are coming from humans. Oh, wow. What was it before? The timeline is that I think last year was like 90% humans. Like, that's just how insanely fast it's changed. Well, your growth rate is also crazy, right? Like, is this all because of the agent swarm? Yeah, it's because it's that same intuition. Vercel's growth was capped by how many humans exist and how many times they deploy by submitting PRs.

If now coding agents start taking that job of writing the code and deploying it and testing it and submitting PRs, all of a sudden our infrastructure has like a hundred times the demand. Seems like agents are the new computer. Welcome back to another episode.

And we're back. We're so back. Oh, my God. You didn't even let me do the intro. Yeah, I'm out. That's how we intro. Okay, that's how we intro. More or less, it's the most casual tech podcast out there. Definitely not TBPN that just got bought for hundreds of millions of dollars, but we're rolling with it. And we're going to get to that news today. What's going to happen with that? Well, we're going to talk about that today. But first, let me introduce who you are and where the lessons are, because we are less lessons this week.

Sam and Jess. It's spring break. Well, I know. But, you know, we have spring break, too, and we're still doing the pod. Just saying. We're on a different side of the planet. Lucky for us, our friend and Japanese gallivanter who we were with last week, Guillermo Rauch, CEO of Vercel, one of the hottest companies on the Internet right now and in AI and everything. And our favorite Argentinian executive here with us today. And we are excited to just shoot the shit with you because so much is happening in the world of AI yet again this week.

And, you know, frankly, we also just like to talk about slop cannons and Japanese culture and everything else. So how are you doing today, Guillermo? Excellent. It's good to be back in SF from Japan. Now, I have to mention, this is your second time on our podcast. The first time you were on, I think your company was valued at like two to three billion. Would have been a good time for anyone to invest. Now we're talking nine, ten, something like that. Yeah. We have a 5X, I guess. That's great. Congratulations. So next time you have me, we'll 5X again.

Yeah. We're only bringing you back if you raise another round. Done. Okay, perfect. Okay. So I have to kick it off because there's a lot of news that's happening. I'm going to try to do my best on the Jessica lesson front. But we have everything from like the OpenClaw and Anthropic debacle. By the way, I'm just going to list some stuff and you guys choose where to jump in. OpenClaw and Anthropic. OpenAI and Anthropic. OpenAI on steroids with, you know, the Sam Altman New Yorker article, their white paper that timely enough happened right alongside it. The industrial policy for the intelligence age.

The CFO now not reporting to Sam Altman. And of course, the acquisition of the tech podcast, TBPN. And then we also have more Anthropic news. They announced Project Glasswing and using Mythos, the new model for a bunch of cyber security safeguards. And then lastly, we also have Meta. Meta is coming in hot with both MuseSpark, the first model launched under Alexander Wang, which they paid a hefty price for. But also, I think this is interesting. It didn't get that much play yet. So I think it might be worth dabbling into Instagram plus their first subscription offering

on Instagram. So where should we start, guys? Where do we want to go? There's so much. I don't even know where to go. I think OpenClaw. Let's start with OpenClaw because it's been so top of mind for us, especially during the Japan trip. And we were at the OpenClaw conference and meetup in Tokyo. So CloudCon. Yeah, just to back up. I mean, last week we mentioned it on this pod, but we, Dave and I and a bunch of others, including Guillermo, were in Japan last week for kind of an annual trip we do with founders