The relationship between user and service provider is changing. Agents will soon sign up for platforms like Vercel, manage payments, and solve problems with zero human intervention. This transforms the service provider into a vendor for the agent itself, not just the human behind it.
The ARR/SaaS model, built on predictable human usage, is failing. AI agents can consume resources worth thousands of dollars for a low subscription fee, breaking the unit economics. This forces a shift to metered, consumption-based pricing similar to utilities like electricity.
Vercel CEO Guillermo Rauch reveals a dramatic shift in traffic sources, highlighting the unforeseen and exponential growth of automated coding agents consuming information. This indicates a fundamental change in how developers and their new AI assistants utilize infrastructure and documentation.
The industry was surprised to learn that the tool-calling and problem-solving DNA of coding agents provides the necessary foundation for general-purpose agents. This was not the anticipated route to AGI, which labs hadn't explicitly trained for, yet it has become the dominant and most promising approach.
Unlike human-driven growth, which is limited by population and waking hours, AI agents can operate, replicate, and call each other endlessly. This creates a potentially infinite demand for compute infrastructure, far exceeding previous models and leading to massive, unpredictable strains on providers.
To unlock their full intelligence, AI agents require broad access to compute resources—like a sandboxed computer—not just a single tool or database. Providing only limited access wastes their cognitive capacity. The challenge is enabling this power securely, requiring innovations like new types of firewalls.
To accurately assess candidates, interviews must be split. One part must be a "Zero AI" test to evaluate raw problem-solving ability and foundational knowledge, complete with cheat detection. The other part must be an "AI-Max" test to assess their skill in leveraging AI tools to be a "roboticist."
Vercel's hiring has fundamentally changed. Instead of hiring for specific tasks, they look for people who can build and manage agents to perform those tasks. A new key interview question is: "Walk me through how you would create the agent that solves the job that traditionally someone in your position would do."