Where VCs think AI startups can win, even with OpenAI in the game

Vanessa Larco, a partner at Premise and formerly with NEA, believes that the year 2026 will mark a significant turning point for consumer AI. With her extensive background in investing in both consumer and prosumer sectors, she predicts a transformative shift in how people engage online, driven by AI-enhanced 'concierge-like' services. A pressing question arises: Will established consumer platforms such as WebMD and TripAdvisor continue to operate independently, or will they be integrated into larger AI frameworks like ChatGPT or Meta AI? This uncertainty opens a pathway for startups to explore and establish unique AI-driven niches in the evolving landscape. In a recent conversation with TechCrunch’s Rebecca Bellan on the Equity podcast, Larco discussed the resurgence of consumer-focused technology, the resilience of certain legacy products, and the hidden opportunities ripe for exploration. For those interested in the future of AI and its impact on consumer behavior, this dialogue is a must-listen. You can catch the full discussion on platforms like YouTube, Apple Podcasts, Overcast, and Spotify, and stay connected with the Equity team on X and Threads under @EquityPod.