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Perplexity

includes Perplexity Comet

6 statements across 2 episodes · 4 bullish · 0 bearish · 2 people on the record · first statement Sep 19, 2025 by Ashu Garg · said 49 times in 11 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Siddhartha Ahluwalia (25), Somesh Dash (12), Karthik Chakkarapani (2), Aditya Agarwal (2), Sudheesh Nair (1), Sri Batchu (1)

tap a year for its mentions
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048202420252026episodes it came up in
003468202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 46 mentions in 8 episodes 6 per episode
2024 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Perplexity, oldest first

Sep 19, 2025 neutral
Opinion
Garg: Perplexity is not in the same league to own consumer AI
“I think Perplexity has a shot at that. So I wouldn't rule it out. I think Arvind has done a remarkable job. I think, ah, I am blown away by what he has accomplished, and I think he has, you know, he has put a stake in the ground. I think he has a shot. But to …”
Ashu Garg Sep 19, 2025 ▶ 21:39 GPT-5 is NOT Your Competitor It's GPT-7 |Ashu Garg, Foundation Capital | Databricks,Turing, Cohesity
Nov 18, 2025 positive
Assertion Partly supported
Dash: Perplexity will be preloaded on Airtel phones in India
“I mean, I encourage everybody, actually, I know in India, they've made an announcement on Airtel, like they're going to be preloaded on a lot of the Airtel subscribers phones,”
Somesh Dash Nov 18, 2025 ▶ 13:18 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
Nov 18, 2025 positive
Disclosure
Dash: IVP led Perplexity's Series B at a $500M valuation
“I believe it was in the fall of 2023, we led the series B round. It was around the price, as you said. I haven't done the exact dilution math, but somewhere around there.”
Somesh Dash Nov 18, 2025 ▶ 13:49 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
Nov 18, 2025 neutral
Assertion Not checkable as stated
Dash: Perplexity had 20 employees when IVP first met founder
“I believe the company was about 20 employees. They had just launched early versions of the Perplexity product. It was still in beta, and it was still pretty small”
Somesh Dash Nov 18, 2025 ▶ 12:28 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
Nov 18, 2025 bullish
Disclosure
Dash: Perplexity is IVP's core bet in consumer AI
“We are investors in perplexity and obviously like for that's been our bet in that space and consumer.”
Somesh Dash Nov 18, 2025 ▶ 47:32 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
Nov 18, 2025 bullish
Assertion Not checkable as stated
Dash: Perplexity's early engagement rivaled Discord and Snap
“What I do remember though is we hadn't seen that kind of daily active usage and organic engagement since we had looked at Discord or at Snap.”
Somesh Dash Nov 18, 2025 ▶ 15:22 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
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