Vivek Goyal
@Goyal_Vivek
Partner @ Altimeter Capital. No investment advice. All views personal.
944 Following 12K Followers
What's the long term game here from Instacart and Expedia? If they "partner" with Muse/ Instinct - they give away 'ownership' of the consumer. Not only will Meta charge its fair 5% take rate, but also user never leaves the app to go to your website/ app 😕😕
Show more
n=1, but my personal Google searches are down ~50% since ChatGPT launched — yet Search revenue is still compounding 15%+
Maybe so far LLMs mostly took the queries Google never monetized. The commercial ones are the last to leave — and with the advent of personal agents, do those queries leave too?
Show more
