
This Argentine Billionaire’s Startup Vercel Is One Of Claude Code’s Go-To Web Hosting Tools
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Verscell, an Argentine billionaire startup, is a leading web hosting tool for Claude Code, benefiting from the surge in AI-generated code. After Anthropic released its AI model, Opus 4.5, Verscell's CEO, Guiermo Ro, recognized it as a significant milestone, predicting a major shift. The subsequent release of Opus 4.6 in February triggered a "SAS apocalypse," impacting software-as-a-service stocks due to automation concerns. This presented an opportunity for Verscell, which helps developers build, deploy, and host web apps and AI agents, positioning itself as the "infrastructure layer of this new generation of software."
Verscell, though not a household name, is a crucial vendor for major brands like Under Armour, Stripe, and Sonos. It also hosts the Jmail interface, a popular way to view the Epstein files. In September, the company raised $300 million, increasing its valuation to $9.3 billion and making its founder, Rosh, a billionaire worth at least $2.1 billion.
Verscell's success is partly due to its open-source framework, Next.js, which language models like Claude excel at writing code for. This makes Verscell a natural choice for deploying AI-coded applications. Verscell clients using Claude represent just over 1% of users but generate almost 15% of deployments. More broadly, AI-coded app deployments grew from nearly 5% in June 2023 to over 21% in February 2024, with almost 70% coming from Claude Code. This boom has driven sales, with run rate GAAP revenue hitting $340 million at the end of February, an 86% year-over-year increase.
Rosh, who taught himself English and open-source programming, previously founded CloudUp and then Zit, which evolved into Verscell. Now, customers like Notion are using Verscell to build AI businesses. While competitors exist, Rosh believes Verscell is safe for now as most users won't AI-code critical infrastructure. However, the risk of complacency remains, as building a Verscell competitor is now easier.