搜索领域的下一个重大转变：从产品到基础设施

Core Viewpoint - The article discusses the emerging demand for specialized search capabilities designed for AI, highlighting a fundamental shift in search from human-centric products to digital infrastructure that supports AI operations [1][4]. Group 1: Transition of Search - Search is undergoing a transformation to become a foundational infrastructure for AI, similar to how cloud computing supports the internet [1][4]. - AI products like Figma, Cursor, and Notion are evolving from static tools to interactive entities that can engage in dialogue [3][4]. - The integration of search into AI products is at varying stages, with companies like Cursor and Notion still in early development [4][9]. Group 2: New World Demands - The fragmentation of search will occur as each product develops its own specialized search needs, focusing on speed, quality, and the nature of results [6]. - Traditional search engines profit from clicks, while embedded search will generate revenue based on the quality of results provided [7]. - The quality of search retrieval will become a key differentiator, prioritizing recall rates and structured data over ad-filled results [8]. Group 3: Opportunities in Search - Opportunity 1: Providing real-time web search for large language models (LLMs) through optimized search engines like Exa, which focus on enhancing LLM performance [10][11]. - Opportunity 2: Enabling deep research capabilities for humans, surpassing traditional search engines, with tools like OpenAI and Exa's Websets [12]. - Opportunity 3: Offering private data search solutions for enterprises, unlocking knowledge trapped in SaaS platforms, exemplified by Glean's growth [13]. Group 4: Future Predictions - Search APIs are expected to thrive, with valuable search companies operating as invisible infrastructure for new AI applications [14]. - A fragmented search ecosystem will emerge, with numerous winners, while Google is likely to maintain its dominance in consumer search [15]. - The addressable market includes billions of knowledge workers, with pricing models shifting towards subscription-based systems that enhance productivity [16][17].