The Ledger
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Srinivas: Google Can Easily Build Perplexity But Cannot Deploy It
“It's not that they cannot build a product perplexity. They can very easily do that literally today. Like they probably already have something internally like that, but they cannot roll it out to every Google user.”
Srinivas: Incumbents' data volume advantage has disappeared with generative AI
“So the advantages that the incumbents had in terms of having a large volume of data has gone away. I'm not saying you don't need user data at all. All I'm saying is you need a fraction of what was needed earlier for the first time.”
Srinivas: AI search is creating a new conversational query behavior
“There is like a new segment of searches that these products like perplexity or ChatGPT are creating, which is like, you know, making people actually ask well-informed questions because we were not asking questions until now. We were just entering keywords. Lik…”