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

Page: https://stenobird.com/podcast/more-or-less-6425141/vercel-ceo-70-of-our-traffic-is-now-ai-agents-nobody-was-prepared-anthropic-openclaw-openai
Text version: https://stenobird.com/podcast/more-or-less-6425141/vercel-ceo-70-of-our-traffic-is-now-ai-agents-nobody-was-prepared-anthropic-openclaw-openai.md
Podcast: [More or Less](https://stenobird.com/podcast/more-or-less-6425141)
Published: 2026-04-10T16:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/moreorlesspod/episodes/Vercel-CEO-70-of-Our-Traffic-Is-Now-AI-Agents-Nobody-Was-Prepared--Anthropic--OpenClaw--OpenAI-e3hm83a
Audio file: https://anchor.fm/s/e3c9ef30/podcast/play/118218282/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-9%2F421756476-44100-2-94db976e28051.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/more-or-less-6425141/episodes/vercel-ceo-70-of-our-traffic-is-now-ai-agents-nobody-was-prepared-anthropic-openclaw-openai
Duration seconds: 2828

## Resource

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:/…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/more-or-less-6425141/episodes/vercel-ceo-70-of-our-traffic-is-now-ai-agents-nobody-was-prepared-anthropic-openclaw-openai/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/more-or-less-6425141/vercel-ceo-70-of-our-traffic-is-now-ai-agents-nobody-was-prepared-anthropic-openclaw-openai.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.