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

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