1d (edited) • AI Tools 🤖
Google Disco: Early Access + Full Breakdown 🔐
If you're here from social media, welcome to Venture Insider 🚀
Google has just unveiled Disco - its new AI-powered browser that's set to revolutionize how we interact with the web. I got early access, and I'm breaking it all down here.
GET EARLY ACCESS:
---
What is Disco?
Disco is Google's experimental AI browser that integrates their latest Gemini models directly into your browsing experience. Think of it as Chrome on steroids - it can:
→ Summarize entire web pages in seconds
→ Answer questions about content you're viewing in real-time
→ Generate content based on multiple sources simultaneously
→ Navigate and extract info across tabs autonomously
This isn't just another AI wrapper. It's Google's play to own the next generation of web browsing.
---
Why VCs care (and why I'm paying attention):
This signals a significant shift in how Google thinks about AI distribution. Instead of bolting AI onto existing products, they're rebuilding the browser from scratch with AI at the core.
What this means for startups:
- The "AI browser" vertical is about to get very crowded (Arc, Brave, Opera already moving)
- Huge opportunity in AI-native productivity tools built FOR browsers like Disco
- Search is being disrupted in real-time - I'm seeing deal flow spike in alternative search/discovery startups
I'm actively evaluating companies building:
✅ AI-powered research tools
✅ Browser-native AI agents
✅ Next-gen knowledge management systems
---
How to actually use Disco (my testing notes):
Best use cases I've found:
1. Research deep-dives - Ask Disco to summarize 10+ articles on a topic and synthesize key insights
2. Competitive analysis - Have it compare competitor websites and extract differentiators
3. Content creation - Feed it sources and have it generate outlines/drafts based on multiple references
4. Learning - Ask questions about complex topics and get explanations with cited sources
What works:
- Way faster than manually clicking through sources
- Surprisingly good at understanding context across multiple tabs
- Citations are actually useful (links back to sources)
What doesn't (yet):
- Still buggy (it's experimental for a reason)
- Can hallucinate if you push it too hard
- Privacy concerns (Google seeing everything you do)
- Not great for casual browsing - this is a power user tool
---
My honest take as a founder + VC:
As a former founder: This would've saved me 10+ hours/week during company building. Research, competitive analysis, and market mapping were huge time sinks. Disco compresses that dramatically.
As a VC: This is a forcing function for every AI startup to ask "what does our product look like in a world where the browser is AI-native?" If your product relies on search traffic or content aggregation, you need a Disco strategy yesterday.
The bigger picture: Google is making a massive bet that AI-first interfaces will replace traditional search. They're not waiting for startups to eat their lunch. This is the opening salvo.
---
Startups building in this space (what I'm watching):
🔍 Perplexity - AI-powered search (just raised at $500M valuation)
🧠 Mem - AI knowledge management built for the browser-native era
⚡ Raycast - AI-powered productivity (expanding into browser tools)
🎯 Arc Browser - Already integrating AI into their product roadmap
These are the types of companies I'm evaluating right now. The ones that figure out how to be AI-native infrastructure vs. AI feature bolted on will win.
---
What this means for you:
If you're building:
→ Test your product in Disco and see what breaks
→ Assume your users will have AI copilots in their browser within 12 months
→ Build for AI-native workflows, not retrofitted features
If you're investing:
→ Pay attention to how this changes user behavior
→ Look for startups building tools that ONLY work well with AI browsers
→ The picks and shovels around AI browsing are massively undervalued
If you're just here for cool AI tools:
→ Play with Disco for a week
→ Use it for research/learning (where it shines)
→ Don't replace Chrome yet (it's not ready)
---
Try it yourself:
Questions? Thoughts after testing?
Drop them below 👇
---
New to Venture Insider?
This community is where I share:
✅ VC deals I'm evaluating (can't share publicly)
✅ AI tools before they blow up
✅ Founder lessons from building 2 companies by 23
✅ Weekly deal flow insights and startup breakdowns
Next drop: Breaking down the Y Combinator W26 batch - which startups I'm most excited about and why!
Welcome to the community 🚀
- Drew
3
1 comment
Google Disco: Early Access + Full Breakdown 🔐
skool.com/venture-insider
Get early access to tomorrow's most promising startups. Weekly deal highlights, founder pitches, AI tools, and investment opportunities. Free forever.
Leaderboard (30-day)
1
+6
2
+6
3
+5
4
+5
5
+2
Powered by