Perplexity, every mention

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Verbatim, from the transcripts: the passages where Perplexity comes up

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▶ 14:11 Bill Gurley They also, they also have Android, which is a massive asset, and, and they also have browser, you know, they're their own browser, which it, it, both perplexity and OpenAI have, have started toying with the idea of either having a browser…
▶ 21:33 Bill Gurley Um, but the one I want to mention before I do that is, is just perplexity real briefly. 4 times in the scene

▶ 19:06 Brad Gerstner Because I've heard that Claude and other models are doing perplexity are doing well as well.

▶ 27:07 Brad Gerstner It looks to me like among the new consumer entrants, and, and I like the guys a lot at Perplexity, as you know, and I know lots of people like that product, but just from a usage perspective, among the new entrants who have the capital,…

▶ 1:01:20 Brad Gerstner You know, the next time I open my iPhone, it says, choose what, you know, where you, what search engine you want to use for this query, and it gives me a choice between Bing and DuckDuckGo, and maybe now search GPT, and maybe now… 3 times in the scene
▶ 1:05:45 Bill Gurley I believe what happens at perplexity and why it's so much better when you're doing searches related to recent information. 5 times in the scene

▶ 41:25 Bill Gurley Playing around with credit card data, I think OpenAI is about two billion, um, Anthropics about a hundred million in perplexities at like twenty-five million.

▶ 22:20 Brad Gerstner It seems to me that everybody's going to fight for this consumer landscape and the only, right, we, we have perplexity out there with, I, I think last we saw on, on Twitter, something like twenty million in revenues and 2 times in the scene

▶ 6:31 Bill Gurley You know, first, um, he made meta AI free, and he didn't, he didn't proclaim that this was temporary, or that he might pull it up later, and so, you know, that combined with, I think, perplexity claiming they're going to have an ad…
▶ 48:56 Sundeep Madra And we think of the use cases that we all like, and I think we all love perplexity, but you think about, you know, what happens behind the scenes when you type like a small request, it shoots off something into a couple of different…

▶ 56:47 Brad Gerstner Perplexity has a bunch of names on here, has hugging face at a 150 times. 3 times in the scene

▶ 59:46 Brad Gerstner So think of that maybe similar to perplexity, and then of course they have their search deal, um, with Google.
▶ 1:21:00 Bill Gurley You got Microsoft, I guess you got Google perplexing open AI, 20 dollars a month.

▶ 18:42 Brad Gerstner I think they call it SGE, where they're going to have answers like perplexity in line, uh, with search. 2 times in the scene
▶ 24:04 Bill Gurley Because right now the premium versions of perplexity and ChatGPT have a dollar amount. 4 times in the scene
▶ 41:32 Brad Gerstner And I had somebody, uh, if I saw Arvin at perplexity, he said to me, well, the number of queries probably goes down because you don't have to ask it so many times. 2 times in the scene

▶ 33:45 Brad Gerstner You and I've talked about this chat GPT perplexity.
▶ 43:43 Brad Gerstner I just think it's this, 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,… 2 times in the scene
▶ 53:23 Bill Gurley I mean, the company with the buzz is perplexity, not, 3 times in the scene

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