Mercedes Bent

  • Will the A.I. Assistant Wars Produce a SuperApp?

    I recently had an op-ed of mine featured in the Observer about the exploding SMS-based assistant category. Check out the full post here: https://observer.com/2026/10/meta-openai-ai-assistant-superapp/ An opening snippet below….. A.I. assistants are moving beyond chatbots to complete everyday tasks, from booking appointments to coordinating travel. The market may favor specialized assistants, and the infrastructure that helps…

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  • 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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