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60% of Vercel Deployments Are Now Shipped by AI Agents

Oct 16, 2026 · 1:29:09

Vercel CEO Guillermo Rauch argues AI agents, not humans, are becoming the internet's primary users — and Vercel the infrastructure they choose. Coding agents went from 3% to 60% of Vercel deployments in a year, and the $9.3B-valued company reports $600M annualized revenue and 485,000 paying teams. He says engineers now manage agents like engineering managers, enterprises will generate personalized software instead of buying SaaS while Salesforce survives as data infrastructure, and websites must retool for agents via MCP. Vercel's AI Gateway shows 80% of tokens flow to open models — frontier labs, he argues, face fleeting loyalty and crypto-like froth. He details a $1M sandbox bounty that surfaced a critical Linux vulnerability and predicts fluid compute as serverless's next chapter.

Thrive Capital’s Dr. Nworah Ayogu on Why Neuralink Is More Interesting Than SpaceX

Oct 14, 2026 · 1:10:25

Dr. Nworah Ayogu, physician and Partner at Thrive Capital, argues AI's most important breakthroughs will happen in medicine, pointing to portfolio companies like Isomorphic Labs, Neuralink, OpenEvidence, and Cadence. He explains how Isomorphic Labs could cut drug development from 10 years to 4, and why Neuralink—more interesting than SpaceX, he argues—insources everything from neurosurgical robots to pathology labs. OpenEvidence reached two-thirds of US physicians in three years versus Epic's sub-50% share after 40. He details Cadence cutting hospitalizations 25% and saving Medicare $2.5M weekly, OpenAI's 300 million weekly health questions, and $40 trillion spent over a decade with no life expectancy gains, closing with his case that America needs a 10X nurse more than a 10X engineer.

The Wildest Hot Takes From the All-In Summit 2026

Sep 27, 2026 · 47:20

At the All-In Summit 2026, Brad Gerstner of Altimeter says the AI safety debate is settling into a pragmatic consensus around independent peer review, while Naveen Rao of Unconventional AI claims his chips are thousands of times more efficient and calls software near-worthless in 20 years. Jonathan Neman of Sweetgreen argues AI won't kill you but ultra-processed food will. Toby Rice of EQT forecasts 20 to 40% more natural gas demand from AI power generation. Kent Draper of IREN says compute demand far exceeds supply, Wen Sang of Genspark says don't slow AI down, Geoff Woo of Anti Fund denies free will, Nick Shirley calls California's $200 billion high-speed rail wasteful, Jake Paul wants the Constitution updated, and Michael Brandt of Ketone-IQ calls the human body the next tech platform.

Inside AppLovin’s $100B Ad Engine

Aug 14, 2026 · 1:26:38

AppLovin CEO Adam Foroughi and CTO Giovanni Ge explain how AppLovin rebuilt its ad engine with Axon 2 after a 92% post-IPO stock drop, driving recovery from $5.5B to a $100B+ company. Ge details replacing tree-based models with neural embeddings so predictions became more accurate and GPU-cheaper, and says Axon 2's success came from deciding what not to build. Foroughi describes keeping engineering at ~100 people, using AI to elevate rather than replace engineers, expanding from mobile gaming into e-commerce via a napkin-designed data pipeline, and moving ads into connected TV and open web. They discuss why AI-generated ads need human guardrails, why taste matters more than building speed, and the path to a trillion-dollar valuation requiring $30B+ annual cash flow, plus buybacks during the downturn.