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


Vanessa Larcopartners in The premise and former partner at NEA, thinks 2026 will finally be the year of consumer AI.

Larco, which has been investing in consumers and prosumers for years, thinks we will see a change in how consumers spend their time online, with AI powering “concierge” services. The question is, will legacy consumer products like WebMD and TripAdvisor continue to exist as standalone applications, or will they be absorbed into ChatGPT or Meta AI? And where startups can carve an AI-powered niche for themselves

Watch as TechCrunch’s Rebecca Bellan sits down with Larco equity to talk about why consumers return, why OpenAI will not kill, and where the real opportunity hides.

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