Perplexity
4 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Mar 3, 2024 by Alex Kolicich · said 21 times in 13 episodes since 2024 · across every show →
Mentions by year
brought up most by Molly O'Shea (10), Eric Crispin (2), Claire Zhao (2), Apoorv Agrawal (2), Shensi Ding (1), Leigh Marie Braswell (1), Elad Gil (1), Arielle Zuckerberg (1)
tap a year for its mentions
2026 5 mentions in 2 episodes 3 per episode
2025 10 mentions in 7 episodes 1 per episode
- Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
- How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
- Inside Theory Ventures: Tomasz Tunguz’s $688M Thesis on Go-To-Market Disruption · Sourcery with Molly O'Shea
- Incubating Brain Co: Elad Gil’s AI Bet with Jared Kushner’s Affinity Partners · Sourcery with Molly O'Shea
- Elad Gil of Gil Capital, Gil & Co. & Enigma Global · Sourcery with Molly O'Shea
- Windsurf: The Making of a Billion-Dollar AI Company | Leigh Marie Braswell, Kleiner Perkins · Sourcery with Molly O'Shea
- Arielle Zuckerberg, "The Rizz & Tiz" Winning Founder Recipe · Sourcery with Molly O'Shea
- every mention in 2025, scene by scene →
2024 6 mentions in 4 episodes 2 per episode
- Former Chief Scientist at Salesforce, Richard Socher | You.com, LLMs, AI Agents, Complex Work · Sourcery with Molly O'Shea
- David Weisburd, 10X Capital: Finding Alpha and LP Bias · Sourcery with Molly O'Shea
- Morgan Housel: Understanding Elon Musk, Jensen Huang and Other Outliers in Tech · Sourcery with Molly O'Shea
- Alex Kolicich, 8VC: Exodus of Venture Capital, AI Predictions · Sourcery with Molly O'Shea
- every mention in 2024, scene by scene →
Everything said about Perplexity, oldest first
Mar 3, 2024 positive
Jan 23, 2025 bearish
Aug 27, 2025 bullish
Agrawal: ChatGPT's User Base Is 10x Larger Than All Rivals Combined
“If you took the user count of ChatGPT on one side,
And all the other AI apps on the other side, let's do perplexity, and Claude, and Croc, and Gemini, and you know, long tail of apps that people use. Add them all up, multiplied by 10, it's probably still less …”
Aug 27, 2025 neutral
Agrawal: AI Semis Generate $200B, While AI Apps Are Only Earning $40B
“Nvidia earned, Nvidia alone at the chip player earned roughly forty billion dollars in data center revenue in Q one last quarter. So analyze that's about a 160. Let's say the total industry is 170, 180, maybe let's say 200. The infra layer is 20, thirty billio…”