A trillion dollar opportunity

Unlike vertical search aggregators, boutique search engines feel less like yellow pages, and more like texting your friends to ask for a recommendation. They have constrained supply, which is the foundation for their biggest moat - trust. Importantly, boutique search engines introduce new business models that don’t rely on advertising.

• The long tail of the internet has provided a way for sovereign creators
  
  and businesses to ‘
  
  niche at scale
  
  ‘ in ways not possible at any other time in history, fostering unparalleled creativity and innovation;


• The quality of an audience matters;


• Being tiny is mighty;


• Delighting the weird is a superpower;


• When you build a business, you’re building a new

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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 think PMs and product leaders are under-investing in generative AI fluency & building the hard skills necessary to future proof their careers. Sure folks can mumble about semantic search or "agents" or chat as an interface, but could they sit down and really spec a great AI… Show more

Angel thesis around SMBs: A few of you know my personal interest in platforms and tools that empower SMBs and the general notion of AI providing small businesses some of the capabilities and advantages typically reserved for big businesses (making sense of data, security, marketing at scale, personalized experiences, etc…). Over time, we’ll see man... See more

Around 2002 I attended a private party for Google—before its IPO, when it was a small company focused only on search. I struck up a conversation with Larry Page, Google’s brilliant cofounder. “Larry, I still don’t get it. There are so many search companies. Web search, for free? Where does that get you?” My unimaginative blindness is solid evidence

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