Mercedes Bent

  • Search is at War

    Defensibility in the Age of AI Search Search is at war. LLMs are quickly changing how consumers search. A lot is at stake, including the market caps of 2 of the top 5 most valuable companies in the world. Google (GOOG: $1.9T market cap) and Amazon (AMZN: $2.04T) each dominate different types of search: knowledge…

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  • Creator coins & the future of income

    It’s a well-worn cliche in the venture world that we don’t really invest in startups, we invest in people. We place bets on founders whom we believe have the drive and determination to realize their visions and create a successful company. But with the rapid growth of the creator economy, the idea of investing in…

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