Search Intelligence

"The real advantage of building an omniscient AI agent is that you get to decide which of your portfolio companies it seamlessly routes the user's money to."

"The pioneers who invented the ten-minute grocery habit are about to get crushed by the massive conglomerates who waited for the math to work out."

"Spending years forcing QR codes on shoppers just to end up installing standard tap-to-pay terminals proves customer friction always wins."

"Value retailers are running out of headroom as even budget-conscious consumers start tightening their belts."

"Payment networks are scrambling to bolt credit cards onto AI chatbots before figuring out who actually gets to keep the transaction fees."