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Perplexity

also referred to as: perplexity ai

includes Perplexity Pro, Perplexity Computer, Perplexity Enterprise Pro, Perplexity Wrapped

75 statements across 14 episodes · 35 bullish · 14 bearish · 12 people on the record · first statement Jun 5, 2024 by Aravind Srinivas · said 232 times in 47 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Harry Stebbings (89), Aravind Srinivas (37), Raman Malik (30), Rory O'Driscoll (6), Aatish Nayak (6), Sandy Diao (4), Ishan Mukherjee (4), Byron Deeter (4)

tap a year for its mentions
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0051510302023202420252026episodesmentions per episode
2026 48 mentions in 5 episodes 10 per episode
2025 88 mentions in 29 episodes 3 per episode
2024 95 mentions in 12 episodes 8 per episode
2023 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Perplexity, oldest first

Jun 5, 2024 neutral
Disclosure
Srinivas: Perplexity post-trains existing models instead of training base models
“We post-train models. We post-train them. We're not foundation model trainers.”
Aravind Srinivas Jun 5, 2024 ▶ 23:27 Aravind Srinivas:Will Foundation Models Commoditise & Diminishing Returns in Model Performance|E1161 · 20VC with Harry Stebbings
Jun 5, 2024 positive
Prediction Not checkable as stated
Srinivas: In two years, Perplexity's differentiation from ChatGPT will be obvious
“And there's like some competition for mindshare and users, but even that will like be pretty clear, like two years from now, you're not going to keep asking how is perplexity different from chat GPT. Today you are, but two years from now, I don't think so.”
Aravind Srinivas Jun 5, 2024 ▶ 52:12 Aravind Srinivas:Will Foundation Models Commoditise & Diminishing Returns in Model Performance|E1161 · 20VC with Harry Stebbings
Jun 5, 2024
Disclosure
Srinivas: Majority of Perplexity's spent capital goes toward compute
“We have not spent a lot of money. What are, I'm, it's not like most of cash we raised has already gone away to compute, no. But what I'm saying is, whatever money we spent, Majority of it has gone to compute. I don't have the exact percentage, but majority is …”
Aravind Srinivas Jun 5, 2024 ▶ 49:13 Aravind Srinivas:Will Foundation Models Commoditise & Diminishing Returns in Model Performance|E1161 · 20VC with Harry Stebbings
Jun 5, 2024
Insight
Srinivas: Scaling AI models only works with rigorous data curation
“There is still some alpha left in making these models bigger and training them on more tokens. But You would only get the bang for the buck if you put a lot of effort into, like, curating the data. Otherwise, this is not worth it.”
Aravind Srinivas Jun 5, 2024 ▶ 6:24 Aravind Srinivas:Will Foundation Models Commoditise & Diminishing Returns in Model Performance|E1161 · 20VC with Harry Stebbings
Jun 5, 2024 bullish
Prediction Not checkable as stated
Srinivas: Advertising will be Perplexity's primary revenue engine if executed well
“I would predict it'll be advertising. If we crack it, yes, it'll be advertising. If we don't crack it, if we are not, if we don't, if we haven't grown to that level in user basin, or if we grew and didn't figure out how to advertise really well, I think it'll …”
Aravind Srinivas Jun 5, 2024 ▶ 51:18 Aravind Srinivas:Will Foundation Models Commoditise & Diminishing Returns in Model Performance|E1161 · 20VC with Harry Stebbings
Jun 5, 2024 bullish
Prediction Open · timeframe Jun 2027
Srinivas: Perplexity will survive AI wrapper criticism
“We'll survive this whole wrapper argument.”
Aravind Srinivas Jun 5, 2024 ▶ 45:48 Aravind Srinivas:Will Foundation Models Commoditise & Diminishing Returns in Model Performance|E1161 · 20VC with Harry Stebbings
Jun 19, 2024 bullish
Opinion
Eisenberg calls Perplexity his favorite app on his phone
“Perplexity is my favorite app. It's on the home screen of my phone”
Michael Eisenberg Jun 19, 2024 ▶ 5:41 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Nov 15, 2024
Insight
Malik: A 25% success rate on major growth swings is exceptional
“I'd say 25% would be pretty great on these big swings. Maybe like one, once a year, we have just a banger campaign or banger new feature that is now really driving growth or really opened up a new audience for us.”
Raman Malik Nov 15, 2024 ▶ 10:20 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 negative
Insight
Malik: Removing experiment guardrails drives company-wide bold thinking
“I mean, you don't want to put guardrails over their ability to experiment and try different things. Guardrails is going to hurt everyone. It's going to make everyone think a little bit smaller. You remove those guardrails. Everyone's thinking big.”
Raman Malik Nov 15, 2024 ▶ 47:52 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 negative
Insight
Malik: Big tech runs A/B tests primarily to justify performance reviews
“And then the ugly is I'm running an AB test. So that I can put something in my performance review about a number I moved, or I can like say something to my manager. And you see that as companies get bigger, right? We're running A-B tests just to like be able t…”
Raman Malik Nov 15, 2024 ▶ 11:36 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 positive
Assertion Not checkable as stated
Malik: Organic word of mouth drives 80% of Perplexity's growth
“Word of mouth, yeah. About 80%.”
Raman Malik Nov 15, 2024 ▶ 17:26 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024
Insight
Malik: Employees quit bad teams, not bad managers
“People say that, you know, they quit the manager, not the company. Like, I think people quit the team.”
Raman Malik Nov 15, 2024 ▶ 52:47 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 positive
Insight
Malik: Former founders make better growth hires due to high risk tolerance
“We have a lot of founders here, and I think the best part about hiring founders is that They are much more comfortable at taking very big swings and being willing to fail. Like it is by nature. If you're going down the founder path, you have to be a little bit…”
Raman Malik Nov 15, 2024 ▶ 46:31 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 bullish
Prediction Held up
Malik: Perplexity plans student-focused partnerships for distribution at scale
“So I think a lot about the student audience. And so there's some partnerships in that student world that I really want to break into to help drive distribution within students at scale.”
Raman Malik Nov 15, 2024 ▶ 19:06 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024
Insight
Malik: Third-party endorsement and product bundling beat direct marketing
“We can go out and scream from the mountaintops about perplexity, but it is a lot better when someone else is telling you to use it, or it is being bundled into an existing product of yours.”
Raman Malik Nov 15, 2024 ▶ 18:04 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 neutral
Insight
Malik: Teams running A/B tests without intuition are flying blind
“You should go into an AB test with a pretty strong confidence of what's going to happen. And this is where like intuition comes in of like, We're running this, and here's what I think is going to happen. I think we're really going to move this metric, but we m…”
Raman Malik Nov 15, 2024 ▶ 12:23 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 neutral
Insight
Malik: Moving from founder to growth lead requires deliberate functional de-scoping
“Founders enjoy the variety of, I got to go work on a hundred things and I got to steer the ship, but now you're hyper-focused on, okay, I'm here to drive growth. I am de-scoping myself just to go do an excellent job at this, and that's an adjustment as well.”
Raman Malik Nov 15, 2024 ▶ 4:04 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024
Insight
Malik: Growth teams must take high-risk swings at least quarterly
“My rule of thumb is once a quarter, we have to be taking at least a couple massive swings, right? A big new feature, a big marketing campaign. It has to be high risk. It has to be high reward.”
Raman Malik Nov 15, 2024 ▶ 9:52 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024
Disclosure
Malik: Perplexity drives substantial traffic from user sharing without viral loops
“I don't think sharing is inherent to the perplexity user journey or user flow. Like, I don't think that we have an inherent viral loop where someone does some research and then shares a thread or screenshot to another person. But there's a lot of sharing happe…”
Raman Malik Nov 15, 2024 ▶ 44:55 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024
Insight
Malik: Non-social consumer apps should aim for 45% month-six retention
“I think it was like by month six, you want 45% is really, really, really good. That's the target, right? That's where I want to push to, especially when you're not a social product that has more of like that smile retention curve.”
Raman Malik Nov 15, 2024 ▶ 22:09 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 neutral
Disclosure
Malik: Perplexity does not have a dedicated marketing department
“What's cool about Perplexi is we don't have a marketing department.”
Raman Malik Nov 15, 2024 ▶ 37:46 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 negative
Assertion Not checkable as stated
Malik: Perplexity is completely unoptimized for driving user subscriptions
“Like you look at perplexity, it is completely unoptimized for driving subscriptions.”
Raman Malik Nov 15, 2024 ▶ 30:40 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024
Insight
Malik: Invest in growth teams after reaching 30% month 3-4 retention
“As soon as you see that you have early signs in retention, like we're seeing like, you know, if you see 30% retention in month three or four, you have the kindling in your fire where it is now worth it to go put gasoline on it, go make that investment.”
Raman Malik Nov 15, 2024 ▶ 6:54 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 neutral
Disclosure
Malik: Perplexity's only paid acquisition is lightweight TikTok ads for young users
“So right now, like the only paid acquisition we've ever touched and it's so lightweight are some just like simple TikTok ads testing different value propositions with 18 to 24 year olds.”
Raman Malik Nov 15, 2024 ▶ 34:49 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 neutral
Disclosure
Malik: Perplexity caps ad testing spend at $10,000 per week
“Not much at all. You don't need to spend much to really understand what that retention is going to look like. 10 K a week.”
Raman Malik Nov 15, 2024 ▶ 36:46 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 negative
Disclosure
Malik: Perplexity barely uses paid acquisition channels
“We, I mean, we don't really. We barely touch paid.”
Raman Malik Nov 15, 2024 ▶ 32:28 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024
Insight
Malik: Knowledge-gap search intent drives sticky user retention over curiosity
“You see a lot of trial users that like are coming in from like curiosity traffic, like the weekenders that are putting in, you know, how many times does someone fart in a day? That's a little bit lower retention. If I'm here to solve a knowledge gap, like I'm …”
Raman Malik Nov 15, 2024 ▶ 24:24 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 positive
Prediction Not checkable as stated
Malik: Perplexity shifts strategy to partner with fewer high-relationship creators
“And so I think we're moving very quickly as we'd rather work with fewer creators and just develop a really good relationship with them.”
Raman Malik Nov 15, 2024 ▶ 20:10 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 negative
Assertion Not checkable as stated
Malik: Perplexity under-indexes in brand awareness among students vs ChatGPT
“There are students using perplexity and getting tons and tons of value, but we under index and awareness with students relative to chat GPT.”
Raman Malik Nov 15, 2024 ▶ 42:32 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 negative
Disclosure
Malik: Perplexity's long-tail influencer marketing strategy failed and wasted time
“Totally underestimated the amount of effort it is to work individually with creators on specific content and making sure they get the right messaging and perplexity is not a simple concept to explain. Like me saying AI search engine means nothing. And so to ma…”
Raman Malik Nov 15, 2024 ▶ 19:39 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 neutral
Disclosure
Malik: Perplexity requires take-home assignments for every growth role candidate
“I do for every, every role. It's a big ask, so I am cognizant of trying to keep it well scoped.”
Raman Malik Nov 15, 2024 ▶ 50:05 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 positive
Prediction Not checkable as stated
Malik targets 30% conversion rate for logged-out Perplexity visitors
“From that logged out experience, we, I'd love to push that into, like, the 30% of users are hitting my milestone metrics, and we're converting them to signed in users.”
Raman Malik Nov 15, 2024 ▶ 21:33 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 bullish
Opinion
Malik: Perplexity's ultimate target is competing directly against Google
“I think search is a massive market to go after, and so if there's somewhere we want to live, it's going up against the big guy.”
Raman Malik Nov 15, 2024 ▶ 43:23 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024
Insight
Malik: Growth strategy requires being first to a channel or significantly better
“There's no middle ground. If you're not first, it literally just means your only other option is to just be a lot better than everyone else. And that's like where we need to hold ourselves to.”
Raman Malik Nov 15, 2024 ▶ 41:59 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 bullish
Prediction Not checkable as stated
Malik: The majority of AI value will emerge at the application layer
“When I joined Perplexity and was writing out my pro-con list, I think the one that was, like, up there was, like, can the application layer capture and monetize value? And, or is it all just, you know, one big pass through cost? And now, you know, fast forward…”
Raman Malik Nov 15, 2024 ▶ 57:01 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 positive
Disclosure
Perplexity's key activation metric is three queries in a user's first session
“If I can get a user from perplexity specifically to three queries in that first session. Well, now I know I'm really onto something.”
Raman Malik Nov 15, 2024 ▶ 14:36 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024
Insight
Malik: Growth is user retention and power-user development, not acquisition
“Growth is not just about, let me fill the top of the funnel with new users. It's about getting those users to become retained, to develop into power users so that you can eventually monetize them.”
Raman Malik Nov 15, 2024 ▶ 4:56 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 negative
Disclosure
Malik: Perplexity found newsletter sponsorships ineffective for paid growth
“A good example of another area I got burned was newsletter sponsorships. It's like, okay, like there, there's some interesting audiences here. I want to try this out, but I think it's really hard unless you have a really crisp product that you can put into a r…”
Raman Malik Nov 15, 2024 ▶ 40:08 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 positive
Prediction Held up
Malik: Perplexity is moving toward simpler landing page messaging
“Where we're moving to is really simple language around ask anything or what do you want to know and search like never before.”
Raman Malik Nov 15, 2024 ▶ 28:47 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 negative
Opinion
Malik rates Perplexity's online search description a six out of ten
“I'd give us a six right now.”
Raman Malik Nov 15, 2024 ▶ 27:57 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024
Insight
Malik: Growth teams must check if short-term metrics still drive retention
“One is monitoring. Does this still correlate down the road once we're done with gaming it, once we're done with tinkering with it? And if we're seeing it, that correlations start to break, well, okay, I'm not being honest with myself around if we're actually h…”
Raman Malik Nov 15, 2024 ▶ 15:23 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 negative
Insight
Malik: Needing a detailed onboarding document signals a bad hire
“My rule of thumb is if they truly need an onboarding doc, we're in trouble.”
Raman Malik Nov 15, 2024 ▶ 51:19 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 15, 2024 positive
Opinion
Malik: Perplexity CEO Aravind Srinivas uniquely bridges strategy and granular details
“He can go from a very high level company strategy of what direction do we need to go very quickly, two seconds later, down into incredibly specific weeds of like what a user funnel should be. He can jump at these layers like no one I've ever seen. And this is …”
Raman Malik Nov 15, 2024 ▶ 58:08 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Nov 29, 2024 bearish
Prediction Not checkable as stated
Podjarny: Perplexity won't succeed as expected due to Google's dominant search moat
“I still think perplexity is not going to go as far as people think. Mostly not because of OpenAI, but because of Google.”
Guy Podjarny Nov 29, 2024 ▶ 24:50 Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
Nov 29, 2024 bullish
Insight
Podjarny: Google doesn't need to innovate to beat Perplexity, just copy it
“I don't think they have the product jobs, but I think they have the advantage of such, like, incredible distribution and access to the users that they don't actually need to invent what perplexity is doing. They can copy it.”
Guy Podjarny Nov 29, 2024 ▶ 26:22 Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
Jan 29, 2025 bullish
Prediction Not checkable as stated
Ross: Perplexity Is Perfectly Positioned as AI Hallucination Rates Drop
“So when I look at perplexity as being perfectly positioned for the moment that the hallucination or really confabulation rate comes down because the moment that these models get good enough where you don't have to check the citations anymore, that's going to o…”
Jonathan Ross Jan 29, 2025 ▶ 35:51 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
Mar 17, 2025 neutral
Disclosure
Harry Stebbings tests podcast prompts across Grok, Perplexity, OpenAI, and Claude
“And I do it across Grok, I do it across Perplexity Open Hour Deep Research, and Claude.”
Harry Stebbings Mar 17, 2025 ▶ 41:53 Yamini Rangan, CEO @ HubSpot: How HubSpot Competes Against Salesforce · 20VC with Harry Stebbings
Apr 4, 2025 bullish
Prediction Not checkable as stated
Mukherjee: Perplexity will remain a top-three player or dominate a large niche
“At the very minimum, they'll find a massive kind of niche, like a large Dow segment that they will be the best at. If not, they would be, like, a strong player in the top three for sure.”
Ishan Mukherjee Apr 4, 2025 ▶ 1:02:01 20Sales: How the Best Sales Teams Use AI to Win Enterprise Deals | Sales Teams Will Be Dramatically Smaller | How to Ramps Sales Reps Way Faster | Why Unpaid Design Partners are BS | Why this Generation of Sales is Soft with Ishan Mukherjee @ Rox
Apr 4, 2025
Assertion Not checkable as stated
Mukherjee: Most sales reps use consumer AI privately but lack enterprise access
“Most sales reps in the world use ChatGPT, perplexity, LLMs in their private life, but they can't use in their professional life.”
Ishan Mukherjee Apr 4, 2025 ▶ 26:58 20Sales: How the Best Sales Teams Use AI to Win Enterprise Deals | Sales Teams Will Be Dramatically Smaller | How to Ramps Sales Reps Way Faster | Why Unpaid Design Partners are BS | Why this Generation of Sales is Soft with Ishan Mukherjee @ Rox
Apr 11, 2025 bullish
Opinion
Nayak: Perplexity AI's Latency-Focused User Experience Is Second to None
“I do think perplexity is honestly just killing it. Like I have a lot of respect for that team and the speed that they're moving. Like, Sure. You can say, oh, they're doing a lot of things now, but I think the focus on the core experience of making an answer re…”
Aatish Nayak Apr 11, 2025 ▶ 1:01:27 20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak
May 15, 2025 positive
Assertion Supported
Stebbings: Perplexity Secured European Telecom Deals for Default Phone Access
“They've done quite a few in Europe with big telecoms providers, which enables them kind of default access to consumers phones.”
Harry Stebbings May 15, 2025 ▶ 1:04:03 OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings
May 15, 2025 bullish
Prediction Not checkable as stated
O'Driscoll: OpenAI Will Win, But Perplexity Can Be Third
“OpenAI is clearly going to win, but maybe you can be third, and that's worth a damn sight if the prize is a trillion bucks.”
Rory O'Driscoll May 15, 2025 ▶ 0:29 OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings
Jul 24, 2025 positive
Assertion Supported
Stebbings: Perplexity raised $100M at an $18B valuation due to high demand
“Perplexities raised another hundred million at an eighteen billion dollar valuation. Honestly, there was so much demand from the 15 round that they upped it to 18, okay?”
Harry Stebbings Jul 24, 2025 ▶ 28:57 How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings
Aug 4, 2025 positive
Disclosure
Databricks uses Perplexity, Glean, and custom AI for sales workflows
“Yeah, we use Perplexity. We use Glean. We actually built some of our own AI, like a sales AI assistant.”
Ron Gabrisko Aug 4, 2025 ▶ 53:38 20Sales: $0-$3.7BN: The Databricks CRO's Playbook to Build the Fastest GTM Engine in SaaS History | How Databricks Beat Snowflake | How To Build a Sales Org of 5,000 and Close $190M Deals with Ron Gabrisko
Aug 18, 2025 bullish
Opinion
Osika: Perplexity building its own phone is a good bet
“So they're, they want to create their phone, I think, and I think that's a good bet.”
Anton Osika Aug 18, 2025 ▶ 1:08:31 Lovable CEO, Anton Osika: The State of Foundation Models, Grok vs OpenAI, and Replit vs Bolt · 20VC with Harry Stebbings
Aug 25, 2025 neutral
Prediction Held up
Deeter: Canva, Anthropic, and Perplexity will not go public anytime soon
“Now you look at, you know, Canva, you know, forty billion plus, and Anthropica with seventy billion plus, and perplexity, you know deep into DekuKorn status, and like, these businesses, you know, aren't going public anytime soon.”
Byron Deeter Aug 25, 2025 ▶ 38:09 BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
Aug 25, 2025 bullish
Assertion Not checkable as stated
Deeter: Economics for Anthropic, Perplexity, and Canva Pencil Out
“And I assure you, one of the coolest things about the profile of anthropic and perplexity and Canvan, these businesses is the math actually pencils out.”
Byron Deeter Aug 25, 2025 ▶ 28:04 BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
Aug 25, 2025 positive
Disclosure
Deeter: Bessemer invested over $100M each in Anthropic, Perplexity, and Canva
“You know, you look at an Anthropic or a Perplexity or a Canva and we, you know, we have, you know, nine figures into each of these companies and yet we are still, you know, well below historical venture standards where you aspire to own 20% or something in the…”
Byron Deeter Aug 25, 2025 ▶ 5:56 BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
Jun 15, 2026 negative
Opinion
Google's AI search mode copies Perplexity but remains inferior
“The whole experience is literally looking like perplexity, except it's still not as good.”
Aravind Srinivas Jun 15, 2026 ▶ 4:42 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026 bullish
Assertion Not checkable as stated
Perplexity holds state-of-the-art capability in AI deep research
“We, you know, like we still have the state of the art deep research in the world”
Aravind Srinivas Jun 15, 2026 ▶ 5:51 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026 positive
Disclosure
Perplexity is targeting non-developer enterprise workflows
“We're not going after the developer market. We're going after anything that developers don't, non-developers do, basically. Your finance department or your corp dev or your, like sales reps or your data science teams your research analysts.”
Aravind Srinivas Jun 15, 2026 ▶ 20:08 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026 bullish
Disclosure
Perplexity launches 'Billion Dollar Build' offering $1M in compute credits
“We're funding this thing called the billion dollar build, where we're giving a million dollars of computer credits to any group of people who have a credible path to building a billion dollar company.”
Aravind Srinivas Jun 15, 2026 ▶ 59:56 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026 neutral
Assertion Supported
Perplexity currently has around 400 employees
“It's like 400 people.”
Aravind Srinivas Jun 15, 2026 ▶ 1:00:49 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026 bullish
Prediction Not checkable as stated
Perplexity could reach 800 to 1,000 employees in two years
“I don't know. It's hard to say. Maybe 800 or a thousand.”
Aravind Srinivas Jun 15, 2026 ▶ 1:00:54 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026 bearish
Prediction Not checkable as stated
Perplexity will transition existing features to self-served open-source models
“We're training our own models post training it on top of amazing open source models, and that will bring down the cost that we currently spend on frontier model tokens. We expect to continue to use frontier models for designing new experiences and new capabili…”
Aravind Srinivas Jun 15, 2026 ▶ 1:19:45 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026 positive
Assertion Not checkable as stated
Perplexity built the world's first widely recognized AI answer engine
“We built the first answer engine in the world that people know perplexity.”
Aravind Srinivas Jun 15, 2026 ▶ 3:50 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026 bullish
Prediction Not checkable as stated
Perplexity can become a trillion-dollar company
“Yeah. Anyone can be a trillion dollar company.”
Aravind Srinivas Jun 15, 2026 ▶ 1:12:04 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026 bullish
Prediction Held up
Perplexity will move AI inference to local devices to cut costs
“And now with progress in open source and local models and local chips, we're going to move some of the inference back to the local devices and bring down the cost even more.”
Aravind Srinivas Jun 15, 2026 ▶ 33:34 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026 neutral
Opinion
Perplexity reaching $2T is as hard as unfunded founder reaching $1B
“So it's as likely for perplexity to become worth two trillion dollars as a founder who's yet to secure your funding to be worth a billion dollars. So it's equally hard.”
Aravind Srinivas Jun 15, 2026 ▶ 1:16:27 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026 bullish
Assertion Supported
Perplexity differentiates by orchestrating across competing AI models
“And the way we differentiate ourselves at perplexity Is we don't just orchestrate across tools and files and connectors. We also orchestrate across models. That is the differentiation that Anthropic and OpenAI cannot claim”
Aravind Srinivas Jun 15, 2026 ▶ 14:07 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026 negative
Insight
Advertising in conversational search inherently corrupts user trust
“And so the chat interface doesn't capture that user intent, that user behavior right now, which is why it was never a great fit for advertising. And it also fundamentally corrupts the trust that people have when they go into a product and they want the accurat…”
Aravind Srinivas Jun 15, 2026 ▶ 10:21 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026 neutral
Disclosure
Perplexity received $1M in cloud credits at launch
“When we started perplexity, we had like around 200,000 dollars worth of Amazon credits and GCP credits and Azure credits. That almost like together, cumulatively, this was worth like a million dollars in compute credits.”
Aravind Srinivas Jun 15, 2026 ▶ 59:41 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026 bullish
Prediction Not checkable as stated
20-person startups will build multi-billion dollar companies with AI
“There's going to be lots of amazing companies that are going to get built with far fewer people getting multi-billion dollar, multi-hundred million dollar valuations with like 20, 30 people and propelling like trillions of dollars of new GDP.”
Aravind Srinivas Jun 15, 2026 ▶ 57:35 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026 bullish
Disclosure
Perplexity revenue has more than tripled since the start of 2026
“Our revenue has more than tripled since the beginning of the year. Tripled since this beginning of the year.”
Aravind Srinivas Jun 15, 2026 ▶ 33:08 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 15, 2026 bearish
Prediction Not checkable as stated
Standalone AI model builders and token resellers have no viable business
“The output tokens, if you're literally just a reseller of model tokens, you have no business. Because the model will get commoditized. So even if you're a model builder, you don't have a business.”
Aravind Srinivas Jun 15, 2026 ▶ 13:22 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
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