The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

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
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
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
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
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
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