Core Insights - AI is creating a new paradigm for information retrieval, moving beyond traditional search engines like Google to provide high-quality answers directly to users through applications like Perplexity and ChatGPT [1] - Companies like Exa and You.com are leading this shift by developing search engines specifically designed for AI, aiming to enhance the speed and accuracy of information retrieval [4][5] Company Summaries Exa - Exa has raised $85 million in Series B funding, led by Benchmark, with a valuation of $700 million [3] - The company utilizes a proprietary neural network search architecture, focusing on predicting the next link rather than traditional keyword matching, and offers a search API designed for AI [7][11] - Exa's Research API achieved a high score of 94.9% in SimpleQA benchmarks, and the company emphasizes a pay-per-use model without ads, prioritizing quality [11] You.com - You.com has secured $100 million in Series C funding, led by Cox Enterprises, with a valuation of $1.5 billion [3] - Initially launched as a traditional search engine, You.com has evolved to focus on AI-driven search capabilities, offering features like YouCode and YouWrite for generating content based on queries [14][15] - The company's core technology is a model-agnostic AI operating system that enhances the accuracy and reliability of any large language model [15][18] Industry Trends - The search query volume for AI is expected to surpass human queries in the coming years, indicating a significant shift in how information is accessed [3] - The emergence of AI-native search engines presents disruptive entrepreneurial opportunities in the search domain, with potential for both human-targeted and AI-targeted applications [20][21] - Companies are encouraged to either focus on high-performance tools like Exa or develop integrated solutions like You.com that bind closely with customer workflows [21]
专为AI打造的搜索引擎崛起,信息获取范式将迎来新一轮转变
3 6 Ke·2025-09-10 11:16