A trillion dollar opportunity

Everybody wants to control the AI chat interface because... duh... controlling the starting point of information discovery and commerce is ultimate power. The Ring.. Dark Lord Sauron, the Ring. What we are seeing is the proliferation of starting points. AI has created a competitive crack in Google's search armor.

“New Search” looks different than ol... See more

The problem, now so drastically different from a decade ago, is not what to read/buy/eat/watch/etc but what is the best thing to read/buy/eat/watch/etc with my limited attention.

Audacious teams, like DuckDuckGo and Neeva, are trying to compete with Google head-on by building massive horizontal search engines. Rather than crawling and indexing thing... 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

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.

Vertical Search Aggregators

Google is a great example of how the internet enabled scale and speed: every page on the web returned in an instant. But increasingly, we’re seeing this scale is at odds with a fundamental human need: relevance. Someone who wants to find the best freelance designer, or the best sushi restaurant, or the best NFT to buy wi... See more