AI isn’t just answering questions anymore… it’s building software. And we put it to the test, vibecoding our own version of Monday.com. Did it work? Kinda. Does it mean software is dead? Probably not.
In this livestream, we sit down with Guillermo Rauch, co-founder and CEO of Vercel, to talk about the AI shift that’s putting software companies on notice. Vercel powers some of the biggest websites in the world and is at the center of the AI coding revolution.
We’ll cover:
Why AI coding is different from everything that came before
What AI still can’t do (and where humans still matter)
Which software companies are most vulnerable… and which aren’t
What the future looks like for developers and startups
The changes most people aren’t ready for
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LIVE: Vercel CEO on the AI shift that’s rattling software stocks — 2/5/2026
