A trillion dollar opportunity

I suspect billions of people will be happy to receive their answers to complicated queries directly on the search results page, uninterested in where the information comes from, so long as it’s accurate enough.

But to everyone who depended even a little bit on web search to have their business discovered, or their blog post read, or their journalism... See more

I believe the opportunity in search is not to attack Google head-on with a massive, one size fits all horizontal aggregator, but instead to build boutique search engines that index, curate, and organize things in new ways.

I believe the opportunity in search is not to attack Google head-on with a massive, one size fits all horizontal aggregator, but instead to build boutique search engines that index, curate, and organize things in new ways.

If AI chatbots and AI-powered search results are summarizing everything for you, why would you go to a website? And if we all stop going to websites, what’s the incentive to put new content on the web? What’s going to stop shady characters from flooding the web with AI-generated spam to try and game these systems? And if we succeed in choking the w... See more

While I personally wouldn’t go so far as to describe current LLMs as “a solution in search of a problem” like cryptocurrency has famously been described as, I do think the description rings true in an overall economic/business sense so far. Was there really a great crying need for new ways to cheat on academic essays? Probably not. Will chatting wi... See more

For most queries, Google search is pretty underwhelming these days. Google is great at answering questions with an objective answer, like “# of billionaires in the world” or “What is the population of Iceland”. It’s pretty bad at answering questions that require judgment and context like “What do NFT collectors think about NFTs?”.

The evidence is ev... See more