Google Chrome

“Like, you run a multiple on that, like, it's a two hundred billion dollar asset, like, or something in that range, like, it's a lot. It's not two billion.”

“It's like perplexity has probably like millions of users, but it's just gonna take Decades, even at reasonable growth rate to hit three billion.”

“Perplexity told Sundar Pichai as part of the proposed acquisition, it would maintain and support Chromium, the open source project that supports Chrome and other browsers. It also said it would continue placing Google as the default search engine within Chrome…”

“I would put the odds of this deal happening closer to zero percent than one percent.”

“A little birdie just told me that they spoke to a number of bankers that have not heard of the perplexity deal”

“My prediction is that Atlas, in its current form, might be 1.1 times better than Chrome. And that will not be enough to get large scale consumer adoption.”