60% of Vercel Deployments Are Now Shipped by AI Agents

章节 1：Vercel创始人谈公司价值观与工具理念

📝 本节摘要：

Vercel创始人兼首席执行官吉列尔莫·劳赫谈到公司部署量和营收增长，以及编码智能体在部署中的占比迅速上升。他介绍了公司“持续迭代，追求卓越”和“深入挖掘”的价值观，并回顾自己从阿根廷做软件开发、为工作打造工具，到创建 Next.js 的经历。他也把公司本身看作一种产品，强调打造创新机制和明确价值观的重要性。

[原文] [Molly O’Shea]: Vercel recently raised $300 million in a Series F funding round at a $9.3 billion valuation.

[译文] [Molly O’Shea]: Vercel 最近完成了 3 亿美元的 F 轮融资，估值达到 93 亿美元。

[原文] [Molly O’Shea]: Vercel seems to be winning. You guys are at a $9.3 billion valuation. The Information reported you guys at $600 million in annualized revenue.

[译文] [Molly O’Shea]: Vercel 看起来势头正盛。你们的估值达到 93 亿美元。《The Information》报道称，你们的年化营收有 6 亿美元。

[原文] [Guillermo Rauch]: When you're a developer or a company of any size, you can deploy these agents and make your business more efficient.

[译文] [Guillermo Rauch]: 无论你是开发者，还是规模各异的公司，都可以部署这些智能体，让业务运转得更高效。

[原文] [Guillermo Rauch]: We started out the year with 3% of deployments on Vercel coming from coding agents. Now, 60% are agentic.

[译文] [Guillermo Rauch]: 今年年初，Vercel 上只有 3% 的部署来自编程智能体。现在，60% 的部署由智能体完成。

[原文] [Molly O’Shea]: Oh my God.

[译文] [Molly O’Shea]: 我的天啊。

[原文] [Guillermo Rauch]: It took us about 10 years to get to a billion deployments. And then in the next 10 months, we've added another 1.5 billion deployments. So, what took us 10 years, we've now surpassed in just a few months. Almost every other thing I see on X every day is just a Vercel deployment. Sometimes you see the largest companies in the world deploying on Vercel, including companies like OpenAI and Meta. Agents are now making the choices, and they're choosing right. The lethal combination there is that you buy Vercel as a platform, and then you never have to buy software again.

[译文] [Guillermo Rauch]: 我们花了大约 10 年才达到 10 亿次部署。接下来的 10 个月里，又新增了 15 亿次部署。也就是说，过去花 10 年做到的事，我们现在只用几个月就超越了。我每天在 X 上看到的内容，差不多每隔一条就是一次 Vercel 部署。有时你会看到全球最大的一些公司也在 Vercel 上部署，包括 OpenAI 和 Meta。如今，智能体开始替人做选择，而且选得很对。这里最厉害的组合是：你把 Vercel 作为平台用起来，之后就再也不必购买软件了。

[原文] [Molly O’Shea]: Gee, welcome to Sourcery.

[译文] [Molly O’Shea]: 吉列尔莫，欢迎来到 Sourcery。

[原文] [Guillermo Rauch]: Thanks for having me.

[译文] [Guillermo Rauch]: 谢谢邀请我来。

[原文] [Guillermo Rauch]: Well, thanks for having me in your really cool studio.

[译文] [Guillermo Rauch]: 也谢谢你们邀请我来这么酷的演播室。

[原文] [Molly O’Shea]: We're here in San Francisco in our seventh floor of the Vercel headquarters.

[译文] [Molly O’Shea]: 我们现在在旧金山，位于 Vercel 总部的七楼。

[原文] [Molly O’Shea]: And this is insane. You have, like, multiple studios in here as well. I was talking to your crew before, and you have this acronym about how you have to do everything at the best. What is that?

[译文] [Molly O’Shea]: 这里也太厉害了。你们这儿还有好几个演播室。我刚才和你们的团队聊过，他们提到一个缩写，说做什么都要做到最好。那是什么？

[原文] [Guillermo Rauch]: Well, we have a couple of company values. One is ITG: iterate to greatness. Once upon a time, recording at Vercel wasn't this good. We're always iterating to greatness. And the other one is dig deep. So, whether you get a customer complaint or you find a bug, go as deep as humanly and agentically possible.

[译文] [Guillermo Rauch]: 我们有几条公司价值观。一条是 ITG，也就是“持续迭代，追求卓越”。以前在 Vercel 录制节目时，效果可没有这么好；我们一直在迭代，力求做到最好。另一条是“深入挖掘”。无论是收到客户投诉，还是发现程序错误，都要尽可能深入地查下去，既要发挥人的能力，也要用好智能体。

[原文] [Molly O’Shea]: Say more about that.

[译文] [Molly O’Shea]: 可以多讲讲吗？

[原文] [Guillermo Rauch]: Well, you know, when I started the company Vercel, I was a framework and dev tools builder. My passion has always been: Can I build—think of it as, can I build a better hammer? Can I build a better power drill? But for software developers. You know, back when I was a kid in Argentina, I would be given a project. This is kind of fun. I started out doing freelance gigs as a software developer. Anytime I would be given a job, I would do the job, and also I would build my own tools to do the job. For two reasons.

[译文] [Guillermo Rauch]: 我创办 Vercel 时，是做框架和开发工具的。一直以来，我最感兴趣的就是：能不能造出更好的工具？你可以把它想成，能不能造一把更好的锤子，或者更好用的电钻？只不过这些工具是给软件开发者用的。我小时候在阿根廷，常会接到一个项目。这事挺有意思的：我最早是做自由职业软件开发的。每次接到一份工作，我不仅会把工作完成，还会自己做工具来完成它。原因有两个。

[原文] [Guillermo Rauch]: One is that I loved it. And the other one is that, hey, with each incremental job, I'd be able to do it more easily and faster. In fact, it ended up being true. And so my lifetime has been about asking: Can I create better tools? When I started the company, the first tool that became super, super popular was Next.js.

[译文] [Guillermo Rauch]: 一个原因是我喜欢做这件事。另一个原因是，随着一份份工作累积下来，我能越来越轻松、越来越快地完成它们。事实证明确实如此。所以我一直在想：能不能创造更好的工具？创办公司后，第一个真正火起来的工具就是 Next.js。

[原文] [Molly O’Shea]: Mhm.

[译文] [Molly O’Shea]: 嗯。

[原文] [Guillermo Rauch]: We created the framework that almost everybody in the world has now used to build modern web experiences. But I also see the company itself as a product. And the best products are built with the best tools and the best frameworks. So over the years, people ask me a lot, you know, what is your role at the company these days? And I tell them, well, I do a little bit of everything. I do QA, I talk to customers, etc. But I invest a lot in the machinery that powers the company itself—the machinery that yields innovation in the future. And I think one of the key constituents of this framework of how I run the company is the values.

[译文] [Guillermo Rauch]: 我们打造了一个框架，如今世界上几乎所有人都用它来构建现代 Web 体验。但我也把公司本身看作一种产品。最好的产品，需要最好的工具和框架来打造。这些年来，很多人问我，如今我在公司里具体负责什么。我会说，我什么都会做一点：做质量保障、和客户交流，等等。但我投入很多精力去完善公司的运转机制，也就是推动未来创新的那套机制。我认为，经营公司这套方法中一个关键的组成部分，就是公司的价值观。

[原文] [Guillermo Rauch]: And then our mission statement, the classic things. But, you know, we put quite a bit of effort into figuring out who we are and what our values are.

[译文] [Guillermo Rauch]: 还有我们的使命宣言，这些都是常见的内容。但我们确实花了不少心思去弄清楚：我们是谁，我们的价值观是什么。