“the information we consume is the bedrock of our society. “
Pardon, it is not physical reality. Perhaps closer to say the core of our beliefs?
Bedrock, soil, water, food, weather, geography, electricity, infrastructure all do not bow to narrative or hold any social standing or beliefs sacred and this is bedrock relevance.
Came across your work at Exa and really like what you’re building around search infrastructure and retrieval for AI systems. It’s a foundational layer that a lot of modern products will quietly depend on.
I also write on fintech, crypto, and broader infrastructure shifts as these systems start to converge.
Would be great to connect and support each other as we build in parallel spaces. Let’s support each other and grow together through our content and community.
Feel free to subscribe to my newsletter and I’ll happily subscribe to yours as well.
thank you, great read. across the 600+ vc newsletters we track at byblos, ai-native search is starting to surface as an underrated infra thesis of 2026
thanks so much for sharing how much AI-search differes from what Google et al run for humans today. What you wrote reminded me of ParStream, our novel database for big-data analytics running on GPGPUs already in 2011... quite a challenge to achieve sub-second query response times on billions of data records!
In hindsight, the technology was not the biggest problem - it was the developers and managers who needed years to accept and change. Guess I could write a book about excuses for not migrating to a new technology.
If I may, I would like to recommend to not build an infrastructure-component that replaces others. That is a heavy lifting, high risk replacement approach that does not scale well.
Build add-ons, vertical solutions and / or services that can be used by developers within <1 minute, free of charge and make your money with Enterprise customers.
Where is the link to pay for api? I
“the information we consume is the bedrock of our society. “
Pardon, it is not physical reality. Perhaps closer to say the core of our beliefs?
Bedrock, soil, water, food, weather, geography, electricity, infrastructure all do not bow to narrative or hold any social standing or beliefs sacred and this is bedrock relevance.
Hey Will,
Came across your work at Exa and really like what you’re building around search infrastructure and retrieval for AI systems. It’s a foundational layer that a lot of modern products will quietly depend on.
I also write on fintech, crypto, and broader infrastructure shifts as these systems start to converge.
Would be great to connect and support each other as we build in parallel spaces. Let’s support each other and grow together through our content and community.
Feel free to subscribe to my newsletter and I’ll happily subscribe to yours as well.
Looking forward to staying in touch.
thank you, great read. across the 600+ vc newsletters we track at byblos, ai-native search is starting to surface as an underrated infra thesis of 2026
HI Will,
thanks so much for sharing how much AI-search differes from what Google et al run for humans today. What you wrote reminded me of ParStream, our novel database for big-data analytics running on GPGPUs already in 2011... quite a challenge to achieve sub-second query response times on billions of data records!
In hindsight, the technology was not the biggest problem - it was the developers and managers who needed years to accept and change. Guess I could write a book about excuses for not migrating to a new technology.
If I may, I would like to recommend to not build an infrastructure-component that replaces others. That is a heavy lifting, high risk replacement approach that does not scale well.
Build add-ons, vertical solutions and / or services that can be used by developers within <1 minute, free of charge and make your money with Enterprise customers.