Guillermo Rauch: Why Software Development Will Never Be the Same
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What is V0 and why did it explode in popularity?
In many ways, I think MCP will be the new business development, but it's gonna be at a hundred times the speed. It's not gonna be people meeting and it's gonna be agents meeting. We can call it AI transformation. Every company will have to rethink itself what Jensen Huang calls a token factory. The fundamental thing is that companies will be producing intelligence at scale.
Welcome to the Mad Podcast. Today we have an epic conversation with Guillermo Rauch, the CEO of Vercell. A legendary engineer and one of the most prolific coders of this generation. Guillermo moved to the US from his native Argentina when he was 18 years old and sold his first startup to WordPress a few years later. He then started Vercell, a cloud platform to develop and ship fast web apps, which Has grown to over 6 million users and powers websites like Stripe, Adobe, Midjourney, Nike, and OpenAI. On top of that, Vercella has scored a major hit with the launch of VZero, their immensely popular text-to-code AI builder. This is a really fun conversation where we covered tons of ground, including the rise of vibe coding.
There's a way of building software where
you don't pay attention to the code. The importance of taste. You need taste, you need to have a vision of what you want, and you need to be able to articulate it.
Vercell's brand new AI Cloud that they just announced yesterday at their annual Vercellship conference. An AI cloud
Should have agents that automatically produce solutions rather than give you problems. The fundamental importance of the MCP protocol. Think about MCP is like the HTTP for AIs. A protocol that allows AIs to talk to other AIs. And what advice he would give himself if he were an 18-year-old developer today? My advice would be to focus a lot on getting to know everything that's available.
Ролл, плечи конверсии Гермарауч. Guilma, welcome. Thanks for having me. So you're recording this on the Big Versail Ship annual conference, and the big announcement of this week is the AI Cloud, which we're going to discuss uh at length uh in a minute. But I was hoping to uh start with uh VZero, which is uh a big hit that you have on your hands, and it seems uh like it was an overnight sensation when uh you launched it in Like everything everything that works is an overnight success. Everything that works is an overnight success. Yes. Uh so you launched it in the in the fall of of two thousand twenty four and you've been on a tear since. Uh are there any uh metrics or any qualitative information uh you can share to help us get a sense of traction?
Yeah, it's pretty insane. We've passed over a hundred million uh generations of applications. For those that don't know, VZero allows you to convert text to application, idea to application. It speaks to an audience that Vercel has typically not spoken to. It's basically everybody with a job, or even everybody without a job. Whereas Vercel required that you knew engineering skills. This requires that you have an idea. I think it's the embodiment of what people have been calling vibe coding. And to give you an idea of the difference between the two personas, every single second, there's seven app generations happening on V0. VZero has more than doubled the entire user base of Vercell and Vercel has been around for almost ten years.
Uh V Zero has doubled our number of users in less than a year. And so what's happening really is that coding is being automated. More people can code with the ease that you could type into Chat GPT. And I think that's creating more software. Some people call it personal software or hyper specialized applications. But the two things that are driving this is. One, I call it everybody can cook. You and I have an idea. We can start m bring it alive. As individuals, right? Like during the weekend, maybe with our kids. The other thing that's happening is that within companies, teams and enterprises, people have the same fundamental need. They need to prototype their ideas. They need to communicate better with designers and marketers and engineers.
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Chapters
8 chapters
1
What is V0 and why did it explode in popularity?
0:00–13:50
2
How did a tiny SWAT team build V0 so quickly?
13:50–27:52
3
What is vibe coding and how does it differ from traditional coding?
27:52–40:21
4
What skills make someone a great vibe coder?
40:21–55:06
5
How are AI agents changing DevOps and cloud infrastructure?
55:06–1:07:29
6
What are the security and observability challenges of agent‑to‑agent communication?
1:07:29–1:20:42
7
How is Vercel’s AI Cloud reshaping developer productivity and business models?
1:20:42–1:33:07
8
What advice would the CEO give his younger self about navigating the AI era?
1:33:07–1:45:40
Speakers
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