Guillermo Rauch Argues the Next Battle Is 'Splitting Models From Agents' — and Shows Vercel's Hand With Eve and Sandbox

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In a July 6 TechCrunch interview after Vercel's ShipNYC conference, Rauch made the case that the model layer and the agent-harness layer will decouple, positioning Vercel's 'Eve' (natural-language agent instructions/skills) and 'Vercel Sandbox' (a policy-gated cage controlling what data an agent can access or exfiltrate) as the neutral orchestration layer above any lab's model. He backed it with scale metrics: 6 million deployments a day (half triggered by coding agents) and over 1 trillion tokens/day through Vercel's AI gateway. For builders, the takeaway is that agent portability and data-egress policy are becoming the real moat, not the model.