Vercel CEO Signals IPO Readiness: ARR Hit $340M as 30% of Hosted Apps Now Built by AI Agents

TechCrunch·medium signal

Guillermo Rauch disclosed that Vercel's ARR surged from $100M in early 2024 to $340M by February 2026, with 30% of apps on the platform now created by AI agents rather than humans. Rauch is signaling public market readiness, betting that as AI agents become the primary app builders, Vercel becomes the default deployment target. The stat that nearly a third of hosted apps are agent-built is the strongest quantitative signal yet that vibe-coded software is reaching production scale.