Alex Immerman is a Partner at a16z. He discusses how distribution power and network effects will inevitably drive consolidation in conversational AI search.
“I think consolidation should be expected in general purpose search because of distribution, because of network effects.”
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More from Alex Immerman
PredictionNot checkable as stated
Immerman: Google's search monopoly is coming to an end
“My big idea is that the search monopoly, particularly around Google, is coming to an end.”
Alex ImmermanDec 9, 2024▶ 0:18The 2025 AI Search Race
Opinion
Immerman: Google hasn't been innovating in search due to monopoly status
“The market has been dominated by Google for close to 25 years at this point, and as a monopoly, they're not really innovating. They're, they have no incentive to, until now.”
Alex ImmermanDec 9, 2024▶ 2:06The 2025 AI Search Race
Insight
Immerman: Google's ad clutter opens door for new search engines
“The irony is that today, What we're all complaining about with Google is that their pages are cluttered with ads on the results, and that creates the opportunity for these new search engines.”
Alex ImmermanDec 9, 2024▶ 8:36The 2025 AI Search Race
PredictionNot checkable as stated
Immerman: Apple could gain 1 billion search users overnight
“They are not investing the capex like Meta and Google and Microsoft and Amazon, but they control a central node to the consumer, and if they wanted to build a search application, the next day they could have a billion users.”
Alex ImmermanDec 9, 2024▶ 11:58The 2025 AI Search Race
PredictionNot checkable as stated
Immerman: Consumer AI battleground will shift from models to UX in 2024
“And my big idea for 20, 24 is the consumer AI battleground is going to move from the model to UX.”
Alex ImmermanDec 27, 2023▶ 1:44Big Ideas 2024: The Consumer AI Battleground Moves from Model to UX with Alex Immerman
Insight
Immerman: AI models are software primitives similar to payment rails
“One framework to consider is that models are just a new primitive to build applications on top of the same way storages or geolocation or payment rails are today.”
Alex ImmermanDec 27, 2023▶ 7:04Big Ideas 2024: The Consumer AI Battleground Moves from Model to UX with Alex Immerman
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