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The Fragmentation of Search
Grace Carney – Feb 29, 2024
The market structure for Search is currently being reshaped. Horizontal and LLM-based “search agents” like ChatGPT and Perplexity are placing unprecedented pressure on search engines like Google. Cracks are beginning to form, from which new possibilities of search are rapidly [...] Read more
The fragmentation of search
Grace Carney – Feb 28, 2024
This post was originally published on the USV blog and can be found here . The market structure for Search is currently being reshaped. Horizontal and LLM-based “search agents ” like ChatGPT and Perplexity are placing unprecedented pressure on search [...] Read more
The fragmentation of search
Grace Carney – Feb 28, 2024
This post was originally published on the USV blog and can be found here . The market structure for Search is currently being reshaped. Horizontal and LLM-based “search agents ” like ChatGPT and Perplexity are placing unprecedented pressure on search [...] Read more
Vertically Integrated and AI-First
Matt Mandel – Feb 22, 2024
Co-authored with Jared Hecht A new pattern is emerging that we are excited about at USV: entrepreneurs are upgrading physical industries with an AI-first and vertically integrated approach. Instead of selling software to industry incumbents, startups are increasingly deciding to [...] Read more
Code
Fred Wilson – Feb 6, 2024
USV participated in a seed financing of Code, which is building a global payments app on the Solana blockchain. Code announced the financing today on their blog. You can see a nice visualization of the Code payments experience here and [...] Read more
AI Aesthetics
Matt Mandel – Feb 1, 2024
The word “technology” comes from the Greek word techne, which refers to an art or skill or practice. Plato writes a lot about the concept, often making reference to artists such as flute players as canonical examples of those engaged [...] Read more