search
4 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Nov 15, 2024 by Florent Crivello · across every show →
Everything said about search, oldest first
Nov 15, 2024
Crivello: Horizontal Platforms Win Because Core Infrastructure Is Universal Across Verticals
“And I think that the reason for that is because search in each vertical has more in common with search than it does with each vertical. And search is so expensive to get right. Like Google is a big company. That it makes a lot of sense to aggregate all of thes…”
Apr 19, 2025 positive
Jul 23, 2025
McCloy: AI is fundamentally replacing web browsing, not just search
“Thinking about what's going on in AI as really replacing search is the wrong take, or maybe not that interesting. It's really more like AI is replacing web browsing. I think that's actually like a more meaningful, like more fundamental shift.”
Mar 5, 2026 negative
Huber: Frontier models repeat mistakes if failed actions remain in context
“A few of the insights is, like, everyone, frontier model is not good at search. Humans have this natural explore-exploit trade-off, where we kind of understand, like, when to stop doing something. Also, humans are pretty good at, like, forgetting, actually, li…”