Will Bryk

Yeah, I mean, you could get this from basically estimating the number of searches.

So the number of LLM calls and the percentage of those LLM calls that require a search, then the cost of the search, and then you just play it out.

And the trend has actually been pretty clear, and we have pitch decks from years ago where we kind of predict where things will go.

Maybe we're off by a quarter here or there, but it's pretty...

You know, it follows a trend.

And so, yeah, if you follow that trend, even conservatively, you get to a massive TAM for agentic search in the 20s.

I mean, even before, like, late 2020s and then early 2030s.

And basically, like, the...

The number, it's hard to express like how many searches will come from agents, right?

Like humans on average make, you know, a couple searches a day.

But agents, when everyone has a personal assistant and every single software tool you use is going to be checking its work with retrieval.

Totally.

Like the number of searches is going to be, we say thousands because that is like understandable and groppled people, but really it's going to be millions.

It's just going to be like the world's going to be filled with search in a way that the world is filled with electricity.

It's like, it's a fundamental infrastructure that powers everything.

Like, I think less of search is like perfect information.

The world will be filled with like the highest quality information.

And so, yeah, I mean, there is a lot of, when the world is filled with something, it's usually a large amount

And yeah, if you just play out the numbers, we think it will be bigger than Google ads in 2030.

Not that ads won't be a huge part of the world too.