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Alex Immerman
Partner at Andreessen Horowitz
Alex Immerman is a prominent figure in the venture capital industry, currently serving as a Partner at Andreessen Horowitz, a well-known venture capital firm based in Silicon Valley. He joined the firm in April 2019, where he focuses on growth stage investing. His portfolio includes notable companies such as Coinbase, Instacart, and Stripe, among others.12
Before his role at Andreessen Horowitz, Immerman held several significant positions including:
- Business Lead at Facebook (2018), where he served as Chief of Staff to the CFO.
- Chief of Staff at Gainsight (2017), supporting the CEO.
- Associate at General Atlantic (2015-2017), specializing in technology investing.
- Analyst at Allen & Company (2012-2015), focusing on technology and media sectors.1
Immerman is an alumnus of Harvard Business School and has been recognized as part of Forbes' 30 Under 30 in Venture Capital in December 2019.12 He is based in the San Francisco Bay Area and has built a substantial network, boasting over 500 connections on LinkedIn.1
Highlights
all great things eventually make their way to the east coast. first @saltandstraw, now @Waymo.
unfortunately, this is ammo for @rabois.
One big shift in 2025: the decline of "Google it." The search monopoly is ending.
Google controls ~90% of U.S. search, but its grip is slipping. Its recent U.S. antitrust ruling encourages Apple and other phone manufacturers to empower alternative search providers. More than just legal pressure, gen AI is coming for search.
ChatGPT has 250+ million weekly active users, and OpenAI is rumored to be working on its own browser.
Answer engine Perplexity is gaining share, growing 25%+ month-over-month, and changing the search engagement form. Their queries average ~10 words, 3x+ longer than traditional search, and nearly half lead to follow-up questions. Big fan of their Shopping interface - the fastest way to search + purchase for holiday gifting.
Character, Claude, Grok, Meta AI, Poe, and other chatbots are also carving off portions of search. 60% of US consumers used a chatbot to research or decide on a purchase in the past 30 days.
For deep work, professionals are leveraging domain-specific providers like Causaly (science), Consensus (academic research), and Hebbia (financial services).
Ads and links historically aligned with Google’s mission: organize the world's information and make it universally accessible and useful.
But Google has become so cluttered and gamed that users need to dig through the results. Users want answers and depth. Google itself can offer its own AI results, but at the cost of short-term profits.
Google as a verb is under siege. The race is on for its replacement.