Guillermo Rauch: Vercel IPO-Ready at $340M ARR, Announces 'Time to Intelligence' AI SDK Gateway

TechCrunch·medium signal

Vercel CEO Guillermo Rauch signaled IPO readiness after ARR surged from $100M (early 2024) to $340M (Feb 2026), fueled by AI agents. He announced the AI SDK Gateway — letting developers swap models with a single string change, no API tokens needed — positioning Vercel's next frontier as 'time to intelligence' rather than 'time to deploy URL.'