Google has been quietly gaining AI customers, even before big releases next week

Vercel CEO Guillermo Rauch Vercel A version of this story originally appeared in the BI Tech Memo newsletter. Sign up for the weekly BI Tech Memo newsletter here. At Anthropic's developer conference last week, I ran into Guillermo Rauch, CEO of AI startup Vercel. We started chatting, and the first company he mentioned wasn't Anthropic; it was Google. Overall, demand for AI is off the charts, he said. But Google's models, in particular, are in demand amongst Vercel customers. Rauch even ment...