The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Shevelenko: Computer-using AI agents were impossible before late 2025
“You couldn't have built something like computer before November, December of last year, because model capabilities advance where you can have longer time horizons for running tasks, right? Where you're not just answering a question, but you're actually doing W…”
Perplexity content team ships production code without engineers via Perplexity Computer
“We have people on our content team that submit pull requests, basically ship You know, code that goes live into production without engineers being in the loop. And that's all being run through Perplexity Computer.”
Shevelenko: Codex and proprietary AI assistants will never run rival models
“So the one thing that Codex is never going to be able to support is running Gemini models. You know, they will always be in the GPT family. Same thing for, you know, Claude, like they're not gonna, you know, have GPT models. Gemini is not gonna have Grok model…”
Shevelenko: Hardware will matter more as software faces commoditization pressure
“Apple's always been an incredible hardware company, and I think, ah, this is, you know, an era where hardware will matter even more because software is gonna face waves of commoditization pressure.”
Shevelenko: The gap between the top two AI models has never exceeded 15%
“Since this industry has kicked off, there's never been a moment where the delta between the, you know, the best model and the second best model was, like, more than maybe, like, a 10, 15% gap.”
Shevelenko: Perplexity has never subsidized paying Pro or Max users
“So we at Perplexity, we've never subsidized paying users. So if you're on a, you know, pro or max plan you know, we're, thank you, you're contributing to our success.”
Shevelenko: Perplexity 5x'd ARR to $500M With Only 34% Headcount Growth
“As we've increased our ARR by five X, you know, from a hundred million to five hundred million, we only grew a head count 34%.”
LLM Output Quality Deteriorates at Million-Token Context Sizes
“They claim million tokens, ten million tokens. When you start going up to that size of input. The quality deteriorates on the output”
Shevelenko: Perplexity Computer users consume more credits each week, driving revenue
“The longer people have had access to computer. I mean, this stuff is still brand new, but they're using it consuming more computer credits every week. Than the previous week, right? So we're actually just in, in the extreme upward part of the ramp. That's a bi…”
Shevelenko predicts powerful reasoning models will run locally on Mac Minis
“Well, I certainly think that as models get more powerful, you will certainly be, and as, you know, local CPUs get more powerful as well, you're going to be able to distill powerful reasoning models to a size where they can run on a Mac mini.”
Shevelenko Predicts AI Context Windows Will Continue to Expand Reliably
“The one thing that you can rely on in terms of the direction of AI progress is the context windows will expand, right? You'll be able to feed more into the prompt and get a useful output right now.”
Shevelenko Predicts AI Will Shift to Proactive Assistance Within 12 Months
“I think where we want to take the technology is to become a lot more proactive rather than being reactive, right? So instead of you having to always ask for the update of what's happening with this account, we're able to detect those changes that are meaningfu…”
Perplexity Serves 5,000 Enterprise Clients With Just Five Sales Reps
“We have around over 5000 enterprise clients for Prophexity Enterprise Pro, and we have five sellers.”
Over 75,000 Developers Currently Use Perplexity's Sonar APIs
“We have. 75,000 developers using them and in very much in the space where Sam is building, we're seeing a lot of traction.”