search

“Search Is moving from on-premise to SaaS, and it's going to accelerate in the next five years. And so I believe that in five years SaaS will be actually much stronger than on-premise.”

“I didn't believe that chat would replace search, but I think for many use cases, it will.”

“A text-based feed is about the highest monetization efficiency of any sort of online business I've seen. I think that and search are basically the two. Just because the number of things you consume per hour is just incredibly high because it's so light.”

“If OpenAI really do the, like, app store of AI, then that's gonna be, like, a new search.”

“All of the economics in search go to like somebody who's stood up a gigantic infrastructure and who's sort of running like a whole. Search business like with its own feedback loop.”

“Like I would argue for Google, if they misfired on AI, they wouldn't have search.”

“Search is probably about the same amount of time as writing code for most software developers as a professional.”

“Look, I think product market fit for agent decoding is probably the best of any use case aside from search.”