Vercel CEO Guillermo Rauch indicates readiness for IPO as AI assistants become more and more popular

While many startups founded before ChatGPT came out are struggling to stand out in the AI ​​era, Vercel, a 10-year-old dev tool and website hosting platform, is benefiting from the explosion of AI-powered apps and assistants.

“When I started this company, only millions of people were able to ship,” Vercel CEO Guillermo Rauch told the audience at the event. HumanX meeting in San Francisco last week. “Now we see that anyone in the world can create an app.”

Burst inside program development and non-manufacturers greatly contributed to Vercel’s business.

The company’s annual revenue (ARR) has risen from $100 million In early 2024, according to The Information, at a cost of $340 million by the end of February 2026, according to Forbes.

Because of that growth, Rauch was asked on the platform about his IPO plans. He added that the company is already operating in compliance with government regulations. “Vercel is a very active company,” Rauch said.

As for when the debut will take place, he replied: “There is no good time or quarter that I can give. The company is ready and preparing every day.”

2026 is expected to be a strong year for new listings, but strong software sales, fueled by fears of AI disruption, have stalled the IPO pipeline. Aside from SpaceX, Anthropic, and OpenAI, most of the public talks have ended. As soon as each company goes public, all expected to be blockbuster hits, the window may reopen.

So far most tech CEOs have been quiet about their IPO plans. But Rauch points to the company’s market readiness, and suggests that Vercel is looking at listing soon.

When pressed to know what Wall Street should know about Vercel, Rauch replied: “The whole construction market has grown, and it has no ceiling.”

Vercel is betting that as more software is created by AI assistants instead of humans, the company will be the first platform to do everything the assistants create.

“Agents are the biggest contributors to referrals,” Rauch said, adding that 30% of the company’s active programs already come from agents.

According to Rauch, providers will speed up software development by making it easier to build custom solutions rather than buying off-the-shelf software.

“All these programs … have to go somewhere, and we think it’s going to be Vercel,” he said.

Vercel was valued at $9.3 billion when it last raised a $300 million Series F round led by Accel in September. The company competes with Cloudflare and Amazon Web Services for hosting services, and also offers v0, a vibe tool for building websites and apps.