In a recent episode of TechCrunch’s Equity podcast, Vanessa Larco, partner at Premise and former NEA partner, predicts that 2026 will mark a significant breakthrough for consumer AI. With years of investment in consumer-oriented tech, Larco anticipates a transformation in online consumer interactions, driven by AI-enhanced “concierge-like” services. This raises the question of whether traditional consumer platforms like WebMD and TripAdvisor will stand alone or integrate into AI services like ChatGPT and Meta AI. Larco shares insights on the longevity of legacy platforms and the potential niches for startups. Key topics discussed include why Larco believes OpenAI won’t dominate marketplace businesses requiring human management, her perspective on treating AI apps like disposable software, and her newfound faith in voice interfaces, exemplified by Meta Ray-Ban smart glasses. The episode also explores future M&A trends and the business opportunities presented by stablecoins. Listen on YouTube, Apple Podcasts, and more.
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