Vercel CEO Guillermo Rauch revealed at ShipNYC 2026 the battle to separate AI models from agents — 6 million daily deployments, half from coding agents, and why Vercel is building Eve and Sandbox.

Vercel CEO: The New Era of AI

Vercel, known for its cloud infrastructure, has become one of the most central companies in AI software. After ShipNYC 2026, CEO Guillermo Rauch gave an interview discussing the current state of AI.

Vercel currently sees 6 million deployments a day, half of them triggered by coding agents. More than 1 trillion tokens flow through the company's AI gateway daily.

The Two Killer Apps of Agents

According to Rauch, there are two main use cases for agents. First is the coding agent, which drives a lot of token utilization. Second is the internal corporate agent that helps run the company.

Vercel Eve: Agent Instruction Framework

Vercel created Eve, a framework where you can define agents' instructions and skills in natural language.

Vercel Sandbox: Data Security

Sandbox places the agent in a "cage" where it can express its intelligence, but access policies control what data it can access.

Splitting Models from Agents

Rauch's main thesis: the future of AI depends on whether we separate models from agents.

Conclusion

Vercel's vision shows that AI infrastructure is becoming the most important battleground.