Channel
Interviewed Person
Guillermo Rauch
Hi everyone, GMO. Wonderful to be with you in person. Gare and I have done a few live streams together. So, thank you to Human X for finally getting us together in person. Um, that was a great introduction. Can you explain in layman's terms what Verscell does? And I was listening to a podcast. you made this really good analogy to opening up a
new computer. >> Yeah. So about 10 years ago, I sat down to deploy an app and by then I was already an engineer with like tens of years of experience and I really struggled even though I knew all of the bits and pieces of the cloud. I wanted I had an idea my I was starting a company and I wanted to bring it online immediately and it took so long which for an impatient person like me was weeks. And now fast forward to today and the person that has an idea can deploy
to the cloud by just using an agent and deploying it to Vercel which provides agentic infrastructure. So make it really easy to create software at the spark of the imagination, >> right? In in the AI era, it's like more important than ever. If anyone here has been vibe coding, it just sort of magically appears, the app that you can prompt, that you can think of. And I didn't realize that the cloud was like that as well. That if you're a developer, these things just have to
work. That's right. >> If you want to be efficient, right? >> Yeah. Think of it as um creating great ergonomics for a tool, >> right? Verscell was a company that not only was thinking about the infrastructure but how it felt to build. Was it easy? How much how many commands and how many lines of code did you have to write? And that was for developers, right? So human ergonomics mattered a lot. What we're concerned with today is the ergonomics for agents because agents
are the new buyers of your software. They're the new buyers of your services. They're the new buyers of infrastructure. Think of it almost like agentic procurement, right? And so our thesis is that the new world requires agentic infrastructure which has three parts. One, you need to service this coding agents like cloud code and codeex. Two, it's for deploying agents. Websites and web apps are cool and they got us here, but the new in new entity
of interest of the future is the agent. And last but not least is all about autonomy. So Verscell itself is an agent. Uh in the past if your application went down, your developer needed to be called or paged. And so we're building the cloud infrastructure that's self-healing. It's almost like the Whimo of the cloud. It just drives itself. And so those three things make up this which I believe will be the largest category of infrastructure in the future. Agentic infra, >> right? And you're seeing that in the
numbers already. You are out with a few numbers. Versellas today showing incredible growth. You've doubled revenue over what time frame? >> I mean it's been crazy, right? So year-over-year 167% uh growth in pro signups. Uh most of these people are the new buyers which are agents. So you know cloud code you you give it a prompt and then it tells you okay and now deploy it overell. Uh the number of deployments on the platform has 3xed in the last three
months. So like weekly deployments, agents are very prolific at deploying. Now 30% of the deployments on the platform come from agents. And the most striking thing is that this is not just us getting high on our own supply, right? Like the traffic of the web is changing. So when we look at versell.com and we analyze the traffic and and the traffic of our customers upwards of 70% of page views are coming from agents and uh only 30% from humans. So the the user
