The AI Cloud

Guillermo Rauch, Vercel founder, in a rare post on his very own blog, The AI Cloud:

We believe that an agentic cloud will repair and optimize, not merely inform. Every application at scale today incurs gigantic costs associated with collecting telemetry and observability data, surfacing it in dashboards... hoping that humans will open them, prioritize issues, and fix them by hand.
Fundamentally, we believe an AI Cloud shouldn't give you problem after problem (alerts, 5xx errors, latency spikes, traffic anomalies...). It should give you solutions: pull requests, recommendations, and automated actions.

I believe this is the fundamental shift that must make AI worth it: Provide solutions in a proactive, automatic way. It doesn’t help me if you pinpoint errors or problems at a 10x rate. I need to scale solutions.

The first wave of AI has been dominated by closed models, proprietary SDKs, protocols, and centralized interfaces.

A very important missing piece of the puzzle is this: how to run your own models in your own infra in a cost-effective manner, so you’re not locked in with specific vendors, or models –obsessed with this currently, as I face this problem switching between agentic tools–.