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

Vercel CEO Guillermo Rauch breaks down the explosive rise of AI agents and what it means for the future of software infrastructure. He joins the Morins to unpack why Anthropic cut off OpenClaw users, why the SaaS subscription model is breaking down, how agents are reshaping cloud infrastructure, and why a new wave of “supergeniuses” (from neurosurgeons to 17-year-olds) are building things no one thought possible. Plus: dreams.md, the future of personal agents, and why agents are becoming the new computer.

Chapters:

00:42 Intro: Guillermo Rauch, CEO and Founder of Vercel

01:48 Vercel Explodes 5X Growth and AI Traffic Surge

03:51 Why Anthropic Shut Down OpenClaw Users

04:47 Coding Agents Are the Path to AGI

07:57 70 Percent of Vercel Traffic Is Now AI

09:50 SaaS Is Dead Pay Per Token Takes Over

13:16 Anthropic vs OpenClaw Closed vs Open Agents

14:47 The Hidden Risk of AI Data and Training

16:38 Why Everyone Wants Their Own AI

18:08 The Shift to Agent Native Infrastructure

19:45 Vibe Coded Apps Are Going Viral

21:42 The AI Wars Anthropic OpenAI Elon

23:15 Dreams md Self Improving AI Agents

25:44 Memory Theory of Mind and Agent Intelligence

28:05 Your AI Should Travel With You

30:00 Enterprise AI and Domain Expert Agents

31:15 How Vercel Became an AI Native Company

33:06 Hiring in the Age of AI Agents

36:03 The Rise of Supergeniuses

38:10 Inside Slows Creator AI Hackathon

40:06 AI Agents Are the New Customers

41:18 Moving Up the Stack Again

42:05 What Happens in the Next 12 Months

43:48 AI Will Break Cloud and Security

We’re also on ↓

X: https://twitter.com/moreorlesspod

Instagram: https://instagram.com/moreorless

YouTube: https://youtu.be/f43JCxhKLEg

Connect with us here:

1) Sam Lessin: https://x.com/lessin

2) Dave Morin: https://x.com/davemorin

3) Jessica Lessin: https://x.com/Jessicalessin

4) Brit Morin: https://x.com/brit