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SITUATION EXPLAINED: Parallel launched Index today to help publishers understand and get paid when AI agents use their work. Carra Wu: The old web business model was built around human attention. Agents do not click, subscribe, or watch ads the same way, so content owners are starting to paywall...

116,613 次观看 • 4 个月前 •via X (Twitter)

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This may be the AdSense moment for the agentic web. When First Round invested in Parallel’s seed, the core thesis was a bet: AI agents would use the web far more than humans ever had, and the infrastructure to support that didn’t exist yet. Now, Parallel has over 100,000 developers and companies like Harvey, Granola, Modal, Manus, Attio and Profound relying on their APIs daily. Watching this thesis play out has surfaced a huge problem no one is tackling: if agents are using content from across the web, who gets paid and how do you even calculate that fairly? Until now, the answer has been closed-door licensing deals between the biggest AI labs and biggest publishers. Today, Parallel is launching Index as a first step toward a scalable, democratic solution. Humans still own content. They’re the writers, data owners, and publishers whose work those agents depend on to do anything useful. Index gives site owners a dashboard showing how agents are using their content and how much it contributes to the value of the work those agents are doing. Compensation is tied to contribution — calculated using impressions, citations, uniqueness, and value (tasks with the highest compute spend). All of this is presented transparently. Launch partners show the breadth of scale: from major news outlets like The Atlantic and Fortune, to data providers like PitchBook and ZoomInfo, to independent creators like Packy McCormick and Mario Gabriele. Proud to keep backing Parag Agrawal and the team at Parallel Web Systems.

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What happens when there are more agents than eyeballs browsing the internet? How will the economics of the internet be reinvented? Parag Agrawal thinks Shapley values may hold the answer. Parag built Twitter over a decade, eventually becoming CEO and selling the company to Elon. He's spent the last three years building Parallel Web Systems, a search engine built for agents instead of humans. His core argument: 1) human click data is a bug. Agents aren't just a new technology, they're a distinct customer – and the feedback loop that made Google great is the wrong signal for the thing actually doing the work; 2) the ad-funded web assumed scarce human attention. If agents show up instead of eyeballs, the business model underneath the internet has to be rebuilt, or good content stops being published. The conversation covers: — why he shipped a search agent before a search engine, and how that let him grow the index incrementally instead of buying a full web crawl up front — the billion-to-billion matching problem: pull the right 1,000 tokens out of a trillion web pages, and your agent uses under half the tokens — going from a 3-second compute budget to 200 milliseconds — why he doesn't think Parallel is a neo-lab: "our output is a complement to a model" — the Google Cloud deal — on GCP, your grounding options are now Google Search or Parallel Search — reinventing the economics of the internet, Shapley values as a payment rail for publishers, and why the company was originally incorporated as Shapley Inc — why routing 2-10% of inference spend to web data would dwarf every content business outside the walled gardens — the web going from pull to push: "call me if this happens" 00:00 Introduction 03:25 What Is Web Search 05:17 Why Start a New Index 07:52 Search Agents First 10:17 Not a Neolab 13:14 Agents vs Google Search 19:38 Inside the Search Stack 28:59 Search Multipliers With Agents 30:21 Meeting Prep Agent Workflows 31:46 Quality Cost Latency And Turbo 32:42 Are Agents Overtaking Humans 34:28 Ads Model Meets Agent Web 37:20 New Incentives For Content 40:48 Shapley Values Attribution 47:46 Parallel Web And Future Vision Hosted with my very unwilling co-host Andrew Reed and Sequoia Capital

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