Search Market

topic on 3 shows · 5 statements across 4 episodes

the a16z Podcast All-In Acquired

5 statements about Search Market, every show

ALL-IN Assertion Not checkable as stated
Friar: OpenAI holds at least 11% of search market share
“We know we have at least 11% of the search market.”
Sarah Friar Jun 2, 2026 ▶ 30:12 OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
ACQUIRED Assertion Contradicted
Gilbert: Global search is currently a half-trillion-dollar annual revenue market
“Search is currently half a trillion dollar annual revenue market.”
Ben Gilbert Jun 30, 2025 ▶ 2:38:50 Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
a16z Prediction Not checkable as stated
Immerman: Next wave of AI search will be winner-take-most
“It does not surprise me that the last wave or the next wave will result in a winner-take-most dynamic.”
Alex Immerman Dec 9, 2024 ▶ 5:07 The 2025 AI Search Race
ALL-IN Prediction Open · timeframe Apr 2027
Calacanis predicts Meta will capture 10% of search market via AI
“And so just like Apple and Firefox were able to intercept search traffic, I think, and let's make a prediction here, that Meta's gonna get 10 points of the search market.”
Jason Calacanis Apr 26, 2024 ▶ 18:00 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
ALL-IN Prediction Not checkable as stated
Chamath: Google search market share could drop to high 70s
“Everybody takes a point here and a point there and all of a sudden Google could be in the high seventies of search and that would be economically disastrous for their stock.”
Chamath Palihapitiya Apr 26, 2024 ▶ 19:45 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

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