Perplexity
9 statements across 4 episodes · 1 bullish · 5 bearish · 2 people on the record · first statement Feb 8, 2024 by Brad Gerstner · said 41 times in 13 episodes since 2024 · across every show →
Mentions by year
brought up most by Bill Gurley (21), Brad Gerstner (18), Sundeep Madra (1), Apoorv Agrawal (1)
tap a year for its mentions
2025 6 mentions in 2 episodes 3 per episode
2024 35 mentions in 11 episodes 3 per episode
- Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- 3 more episodes that year, every mention in 2024 →
Everything said about Perplexity, oldest first
Feb 8, 2024 bearish
Gerstner: Google faces an innovator's dilemma moving from search ads to answers
“I just think it's this innovator's dilemma, right, that Google faces, which is that 99% of their profits or a 110% of their profits comes from an advertising model around 10 blue links that is just at its core seems somewhat at odds with what perplexity is doi…”
Feb 8, 2024 neutral
Gerstner: Buying Perplexity Would Cannibalize Google Unlike Meta's M&A
“With Instagram and WhatsApp, it was not, they were not facing innovators dilemma. They, those deals did not cannibalize their core business in the way that perplexity would cannibalize, at least in part, the core business at Google.”
Feb 8, 2024 negative
Gurley: Antitrust Scrutiny Puts Google in a 1990s Microsoft-Style Penalty Box
“Google's like not allowed to do that right now, which it's totally crazy. I mean which, it's actually one last thing is. It's similar to Microsoft in the 96, 97 timeframe where they were, you know, in the penalty box and couldn't do those similar things.”
Feb 22, 2024 neutral
Gurley: No consumer AI answer engine has shown holistically superior answer quality
“I, as of right now, and I've played with all of them, on the consumer side, I don't think anyone has a, perplexity came out, it was a lot faster. That was pretty cool. But when I just look at the quality of the answers, I don't, I mean, on different searches, …”
Feb 22, 2024 bearish
Gerstner: Google search market share and gross margins will decline
“Your share likely goes down over time because you have people like ChatGPT you have to compete with. But worse yet, your margin on each of those queries goes down over time. I don't know what it nets out at, 50%, 60%. Now, mind you, for perplexity or co-pilot …”
Feb 22, 2024 bullish
Feb 22, 2024 negative
Gurley: Ecosystem partners distrust Google and prefer OpenAI and Perplexity
“I don't think Google has treated its partners well in the search ecosystem. And so there's a lot of angst there and a lot of mistrust. And so if, OpenAI or perplexity came along and said, would you integrate and pass tokens? They might say yes. I think they're…”
Apr 4, 2024 bearish
Gerstner: $20 Monthly Fees for Consumer AI Are Not Defensible
“Listen, I don't think a 20 dollar a month fee for my consumer AI is going to be defensible. And the reason I don't think that's defensible is because they're going to be way too many people in the pool. Apple's going to have one. Google's going to have one. Me…”