Guillermo Rauch Signals Vercel IPO Readiness: $340M ARR, v0 Hits 3M Users, ChatGPT as Top Acquisition Channel

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Vercel CEO Guillermo Rauch told HumanX conference the company is 'ready and getting more ready' for an IPO, with ARR rocketing from $100M (early 2024) to $340M run rate (February 2026). v0 has grown to 3 million users, and Rauch revealed ChatGPT has become their fastest-growing customer acquisition channel — users ask ChatGPT for help building apps and get pointed to v0. Last valued at $9.3B after a $300M Series F led by Accel.