AI isn't Killing Search – it's Rewriting the Decision Layer
The dominant tech narrative of the past two years has cast AI and search as existential rivals, locked in a zero-sum fight for the future of how people find information online. That framing is wrong – or at least wildly incomplete.
What's actually emerging is a structural convergence: AI and search folding into a unified system that doesn't just retrieve information but resolves decisions. The implications for how platforms capture value and which companies come out on top are enormous.
For decades, search engines served as the internet's primary interface, organising information, ranking relevance and directing traffic. AI changes that interface but not the underlying need.
How AI is Rewriting the VC Playbook for Software Investing
The rapid evolution of AI has turned the traditional venture playbook on its head, replacing “solid fundamentals” with a brutal new standard for survivability.
In this Q&A, Simone Riva, Partner at Partech, discusses the shifting landscape of enterprise software.
Simone brings a wealth of seasoned perspective to the table; prior to joining Partech, he served as Head of Digital Investments at H14, a leading Italian Family Office, following a foundational career in Private Equity at Bain & Co. Having spent over a decade backing companies across the US and Europe, he has a front-row seat to the current structural shift.
Scaling Convenience: Inside Glovo’s Global Tech Strategy
The global online food delivery services market is set to reach US$600 bn by 2033, according to Market Research Intellect.
Yet, as platforms scale, the complexity of managing a three-sided quick-commerce (Q-Commerce) marketplace – of customers, riders and partners – grows exponentially.
For technical leaders, the challenge has shifted from simply building an app to orchestrating a massive global infrastructure, one which Gartner predicts augmented engineering will soon save developers up to 40% of their time on routine tasks.
Joby’s Air Taxi eVTOLs Take Flight Across New York
New York has become a live testbed for electric vertical take-off and landing aircraft as Joby Aviation flies point to point across the city. The demonstrations preview a quieter, zero operating emissions service designed to beat traffic and link key transport hubs.
McKinsey & Company predicts that passenger advanced air mobility operators could rival the largest airlines by 2030 in flights per day and fleet size. The New York campaign suggests the building blocks for that scale already exist.
JoeBen Bevirt, Founder and CEO of Joby Aviation, says: "New York has always been a city that defines the future by demanding better. We first flew here in 2023 and now we are showing what the next chapter looks like."
Which Tech Giants have Signed AI Deals with the Pentagon?
The Pentagon's US Department of War (DOW) has signed agreements with eight technology companies to integrate AI systems into classified network environments. SpaceX, OpenAI, Google, NVIDIA, Reflection, Microsoft, AWS and Oracle will deploy their technology on secret and top-secret networks.
The arrangement represents a move away from single-vendor relationships towards a multi-vendor approach. Advanced AI capabilities will be deployed on the Pentagon's classified networks for lawful operational use.
According to the DOW, the agreements "accelerate the transformation toward establishing the US military as an AI-first fighting force and will strengthen our warfighters' ability to maintain decision superiority across all domains of warfare".
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Dario Amodei
CEO and Co-Founder
Shiro Theuri
Chief Technology Officer
Simone Riva Violetta
Partner
