Evan O'Donnell · 2 September 2026 · Investment Thesis

Read, Don’t Rank

Evan O'Donnell, GP @ Timespan

Retrieval—how AI systems find and filter information—is becoming a core product lever as LLMs replace traditional intent-blind search. The shift from ranking relevance scores to agentic systems that reason over full context unlocks new defensible businesses in supply networks and robotic fleets.

Read the full post on Evan O'Donnell ↗

Topics: AI (Horizontal) · Enterprise Software

Published by Evan O'Donnell · their site ↗

SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.