Perplexity

9 statements across 7 episodes · 2 bullish · 4 bearish · 4 people on the record · first statement May 31, 2024 by Brit Morin · across every show →

Everything said about Perplexity, oldest first

May 31, 2024 bearish
Disclosure
Britt Morin ditches Google for Perplexity and ChatGPT
“And you know how pro Google I am. I've like moved to perplexity or GPT. It's like I had a, there's a switching cost to this and like, I get that they're training it and trying to make it better, but it's really frustrating when they're just.”
Brit Morin May 31, 2024 ▶ 8:51 #49: The Big Ass Calendar… and Other Things NOT to Google · More or Less Podcast
Oct 4, 2024 bullish
Prediction Not checkable as stated
Dave Morin: Google will win the speed race in AI search
“Google is going to win the speed race.”
Dave Morin Oct 4, 2024 ▶ 16:33 #67: OpenAI Sets a Record and Will Apple Make Its Next Move? · More or Less Podcast
Oct 11, 2024 positive
Opinion
Dave Morin: A Google breakup spurring 1,000 Perplexities benefits Silicon Valley
“I mean, not just it, but for the ecosystem, right? Like seeing some, seeing like 1000 perplexities bloom would be actually very good for Silicon Valley.”
Dave Morin Oct 11, 2024 ▶ 34:02 #68: Google's Antitrust Saga Continues… · More or Less Podcast
Nov 8, 2024 bearish
Prediction Not checkable as stated
Rauch: AI search tools will absorb traffic for factual content marketing
“And so if what you're producing is content that is sort of like facts in general knowledge, it's very likely that you're never, you're not even going to get back the backlinks. Cause someone's going to search on Google, for example, what is HTTP? It used to be…”
Guillermo Rauch Nov 8, 2024 ▶ 42:15 #72: Trump's Influencer Strategy Pays Off and the Future of App Building (with Guillermo Rauch!) · More or Less Podcast
Dec 27, 2024 bearish
Prediction Not checkable as stated
Rauch: Traffic for generic factual content will stay inside AI front ends
“It used to be a valid content marketing strategy and like marketers in the values to do this, like create a lot of content so that when people search, you'll hit the keywords and whatever, but increasingly a lot of that traffic will just stay in the AI front e…”
Guillermo Rauch Dec 27, 2024 ▶ 1:24:58 #79: The More or Less Holiday Special Pt. 1 (AI Highlights) · More or Less Podcast
Feb 28, 2025 neutral
Assertion Not checkable as stated
Private AI Startups Trade at 40x to 150x Revenue, Dwarfing Public SaaS
“Oh, this is Anthropic, Harvey, Glean, OpenAI, and Writer. Perplexity is at more than a 150 X. They would be the outlier. And I believe public SaaS is about an eight X.”
Jessica Lessin Feb 28, 2025 ▶ 52:54 #88: Meta’s $200B AI Bet, Instagram Reels & The Future of Content · More or Less Podcast
Aug 15, 2025 neutral
Assertion Supported
Perplexity made an unsolicited offer to buy Google Chrome
“Meme capitalism, the power of the meme is just like so alive and well perplexity. Unsolicited offer for Chrome being the example du jour.”
Jessica Lessin Aug 15, 2025 ▶ 7:07 #112 Swift Should Buy Chrome, Not Perplexity · More or Less Podcast
Aug 15, 2025
Insight
Market leaders eventually subsume early entrants' product lanes
“I actually think this is your, this is actually a classic technology cycle story around when a new technology cycle starts. There are a bunch of different players in the market, and one of them will kind of choose a product lane that the other one that is the …”
Dave Morin Aug 15, 2025 ▶ 15:41 #112 Swift Should Buy Chrome, Not Perplexity · More or Less Podcast
Aug 15, 2025 bearish
Assertion Supported
Perplexity AI generated $34 million in revenue in 2024
“Thirty four million dollars in revenue, according to the information, last year.”
Jessica Lessin Aug 15, 2025 ▶ 16:33 #112 Swift Should Buy Chrome, Not Perplexity · More or Less Podcast
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