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Perplexity

also referred to as: perplexity ai

includes Perplexity Computer, Perplexity Personal Computer

19 statements across 7 episodes · 11 bullish · 3 bearish · 5 people on the record · first statement Mar 1, 2024 by Chamath Palihapitiya · said 61 times in 32 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Jason Calacanis (39), Chamath Palihapitiya (9), David Sacks (8), Gavin Baker (2), Stanley Druckenmiller (1), Andrew Ross Sorkin (1), Aaron Levie (1)

tap a year for its mentions
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0815202420252026episodes it came up in
001.37.52.515202420252026episodesmentions per episode
2026 24 mentions in 15 episodes 2 per episode
2025 20 mentions in 9 episodes 2 per episode
2024 17 mentions in 8 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Perplexity, oldest first

Mar 1, 2024 bearish
Prediction Didn’t hold up
Palihapitiya: Google market cap will drop 50% if search share drops 1%
“If you see perplexity or anybody else clip off 50 basis points or a hundred basis points of share in search. This thing is going straight down by 50%.”
Chamath Palihapitiya Mar 1, 2024 ▶ 23:01 E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown
May 17, 2024 bullish
Disclosure
Druckenmiller bought five Argentine ADRs after using Perplexity AI search
“I wasn't at Davos, but I saw the speech in Davos, and it was about one o'clock in the afternoon in my office. I dialed up perplexity, and I said, give me the five most liquid ADRs in Argentina. It gave me enough of a description That I followed the old Soros r…”
Stanley Druckenmiller May 17, 2024 ▶ 1:02:28 GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
May 17, 2024 bearish
Prediction Not checkable as stated
Sacks: Perplexity is screwed unless acquired after Google copied AI citations
“I think they're kind of screwed now, unless they get an acquisition deal.”
David Sacks May 17, 2024 ▶ 1:32:42 GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
May 17, 2024 positive
Prediction Held up
Calacanis: Google will roll out AI Overviews to most users by end of 2024
“Basically it's perplexity for most users by the end of the year, they're going to have this.”
Jason Calacanis May 17, 2024 ▶ 1:22:51 GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
Jul 11, 2025 negative
Opinion
Chamath: Building a new web browser in 2025 is a stupid investment
“Look, I think building a browser is an absolutely stupid capital allocation decision. Just totally stupid and unjustifiable in 2025.”
Chamath Palihapitiya Jul 11, 2025 ▶ 52:25 Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
Jul 11, 2025 bullish
Opinion
Chamath: Perplexity's path to a legacy business is replacing Bloomberg
“Specifically for perplexity, I think their path to building a legacy business is to replace Bloomberg.”
Chamath Palihapitiya Jul 11, 2025 ▶ 52:33 Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
Jan 10, 2026 bullish
Prediction Open · timeframe Dec 2026
Calacanis: Big Tech will make a $50B+ AI acquisition in 2026
“For twenty-twenty-six, I think we're going to see some massive M&A. It doesn't matter to me how it occurs, but I do think we're going to see a fifty billion plus deal, and I think it could be, ah, one of the Mac seven, an Apple, a Meta, a Microsoft, or an Amaz…”
Jason Calacanis Jan 10, 2026 ▶ 53:48 All-In's 2026 Predictions
Mar 23, 2026 positive
Disclosure
Srinivas: Perplexity is developing local AI integration for private data orchestration
“So we know something called personal computer perplexity, personal computer. That's essentially going to take all the trust and reliability and the server side execution of perplexity computer, but synchronize it with your local computer so that you can use it…”
Aravind Srinivas Mar 23, 2026 ▶ 37:21 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Mar 23, 2026
Assertion Supported
Srinivas: Perplexity Model Council synthesizes agreement and nuances across models
“So the Model Council is a feature we built where it will not just give you the answers of each model, but it will tell you exactly where they agree, where they disagree, and where the nuances are.”
Aravind Srinivas Mar 23, 2026 ▶ 51:17 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Mar 23, 2026
Assertion Not checkable as stated
Srinivas: Perplexity staff message AI agent on Slack more than colleagues
“And our entire company works like that. People are talking more to computer on Slack than other people.”
Aravind Srinivas Mar 23, 2026 ▶ 44:42 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Mar 23, 2026 positive
Assertion Not checkable as stated
Srinivas: Perplexity has positive gross margins on all revenue
“Our one thing that perplexity has is every revenue we make, unlike certain other wrapper companies, every revenue perplexity makes has positive gross margins.”
Aravind Srinivas Mar 23, 2026 ▶ 45:55 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Mar 23, 2026 bullish
Assertion Not checkable as stated
Srinivas: Enterprise is Perplexity's fastest-growing revenue segment
“It's the fastest growing business for us. It's growing faster than the consumer and revenue”
Aravind Srinivas Mar 23, 2026 ▶ 45:13 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Mar 23, 2026 positive
Insight
Srinivas: Value accrues to orchestration harnesses as AI models specialize
“So the, when models are kind of specializing, the, there's a bigger value in the one who knows how to build a great harness. That can take the best in each model.”
Aravind Srinivas Mar 23, 2026 ▶ 50:20 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Mar 23, 2026 bullish
Disclosure
Srinivas: Non-engineers at Perplexity AI ship code using Slack AI bots
“Even non-engineers are shipping code here by just pinging a slack bot and asking it to fix bugs.”
Aravind Srinivas Mar 23, 2026 ▶ 52:07 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Mar 23, 2026
Assertion Supported
Perplexity CEO: Perplexity Computer is available as an enterprise Slack bot
“Computer exists as a Slack bot right now. That you can add to your Slack workspace on the enterprise plan.”
Aravind Srinivas Mar 23, 2026 ▶ 44:36 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Mar 23, 2026
Insight
Srinivas: Big Tech AI labs cannot aggregate rival models without admitting failure
“It makes no sense for them. It would be an admission that all the data centers in CapEx they've built out still couldn't produce them the best model.”
Aravind Srinivas Mar 23, 2026 ▶ 48:41 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Mar 27, 2026 positive
Assertion Supported
Sacks: Emil Michael's Perplexity stake was approved by Government Ethics
“As I understand it, Emile's ownership of shares in that company was blessed by the Office of Government Ethics.”
David Sacks Mar 27, 2026 ▶ 14:00 Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
Mar 27, 2026 bullish
Prediction Not checkable as stated
Calacanis: Perplexity could be a great company without its own model
“I think Perplexity is like, could be a really great company as well, even without a language model.”
Jason Calacanis Mar 27, 2026 ▶ 15:39 Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
Jun 27, 2026 neutral
Assertion Supported
Sacks: Perplexity removed political censorship from Chinese open-source AI models
“Perplexity did this very early on with Chinese models. They showed that you could sort of put back the content on Tiananmen Square and things like that.”
David Sacks Jun 27, 2026 ▶ 1:01:11 Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
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