Companies whose pre-AI infrastructure suits agents, like Vercel, are seeing agents drive a rapidly growing share of new business.
Harry Stebbings cited Vercel at $600M ARR with agents driving 50% of new business, up from 3% at the start of the year. Jason Lemkin said founder Guillermo could not have foreseen this when founding Vercel in 2020, and pointed to Replit (founded 2016) as another example. From memory, he cited Vercel growing about 170% with roughly a 20% increase in customers, implying huge expansion revenue. From his own heavy building he said agents have opinions that are hard to argue with.
“when agents pick you, it's a force of nature right now.”
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