Vercel CEO Guillermo Rauch discusses the company's AI Cloud and V0, a text-to-code AI builder that has doubled Vercel's user base in less than a year with over 100 million app generations. Rauch differentiates between "vibe coding," accessible to everyone, and "agentic engineering," used for mission-critical infrastructure. V0 allows users to create applications from text prompts, catering to both individuals and enterprises for prototyping and collaboration. Rauch envisions a future where companies become "token factories," producing intelligence at scale, and highlights the importance of taste and clear articulation in vibe coding. He also introduces MCP (Model Context Protocol) as the "HTTP for AIs," enabling AI-to-AI communication and integration, and emphasizes the need for new security primitives in this evolving landscape.
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