Opinion
Srinivas: Breaking up Google harms America and will not increase competition
“I don't think Google should be broken up for two main reasons. One is, it's not even in the interest of America for Google to be broken up. And number two is, it doesn't actually increase competition. It's just gonna, like transfer from one monopoly to another…”
Opinion
Srinivas: Google Gemini is a horrible product despite a great model
“The assistant that they have, Gemini, is actually pretty horrible, and the model is great, But the product is not.”
Disclosure
Perplexity will be pre-installed on Android phones as default assistant
“We are going to be partnering with a OEM. I think Bloomberg's already written about it. Perplexity will be pre-installed on the phones of that OEM, and we'll be able to, like, push notify all those users to set perplexity as the default assistant on the Androi…”
Prediction Not checkable as stated
Aravind Srinivas: Frontier AI Model Leads Will Last Only a Few Weeks
“My, our belief is that nobody's gonna have a lead in them having the best AI model for more than a few weeks.”
Opinion
Srinivas: Musk made X much better by charging $8 for verification
“Like in, in some sense, Elon has turned X into some, something like that. There are a lot of trolls, a lot of random accounts and all that stuff, but by forcing people to have the blue mark and paying eight dollars a month and all that stuff, I think he's alre…”
Opinion
Srinivas: Google lacks incentive to enable native shopping and travel checkout
“Google even if Gemini gives you shopping answers, they have no incentive to, like, let you transact. Because like, they lose, they make money by sending you merchant sites. That's why Google Flights doesn't let you book flights on Google. You have to book it o…”
Insight
Srinivas: Foundation model companies are not guaranteed to win applications
“This is why I think Like model companies are not guaranteed to win the application layer because you have to work on all these boring things.”
Disclosure
Srinivas: Perplexity is building a browser to capture broad user context
“That's kind of one of the other reasons we wanted to build a browser is like, we want to get data even outside the app to better understand you. Because some of the prompts that people do in these AIs is It's purely work related. It's not like that personal. O…”
Opinion
Srinivas: Algorithmic feeds kill curiosity while AI supercharges it
“Two paths to curiosity, one that can kill it and one that can supercharge it. In my opinion, the one that kills curiosity is algorithmic feeds. Like, the brain rot that you're fed every day, which is, you know, this continuous doom scrolling, that's bad. And t…”
Assertion Not checkable as stated
Srinivas: Mobile OEMs previously refused search meetings because Google paid too much
“Until now, like, people with OEMs would just not even take a meeting with you. If you ever go to them and say, hey, like, what do you think about using an alternative assistant or an alternative search? They'd be like Google is paying too much money. I'm not g…”
Insight
Social networks boost AI usage but AI apps gain little from social
“So it's more like the other way where a social network can help you grow usage of an AI app pretty, pretty immensely compared to like an AI app benefiting from a social layer, so far at least.”
Prediction Not checkable as stated
Aravind Srinivas: Frontier AI Models Will Look Roughly Identical to Users
“The difficulty, which is why everybody's working on the difficult problem is making these truly smart and like better at all these reasoning tasks. And so that's going to end up making all these models roughly similar looking to the average user.”
Insight
Srinivas: Billionaires use X to interact with normal people, not each other
“So it's not like if you get billionaires they want to stay with the other billionaires or stay exclusive. I think they actually like using a product like X to stay connected to the normal people.”
Disclosure
Srinivas: Perplexity will allow user thread publishing on Discover feed
“We have this thing called Discover and we're trying to increase the volume of content on Discover, and once we do that in an automatic way with curation to users interest. Like we're going to let some of the users pub try to like publish it to discover on thei…”
Prediction Not checkable as stated
Srinivas: Neither the US nor China will slow down in AI race
“Like, the genie's out of the bottle. China versus America. That race is already going on. Nobody's gonna slow down and everybody wants glory. Nobody cares about the other people or something. Everybody wants glory and some kind of power to control the future.”
Assertion Contradicted
Srinivas: Instagram data shows user engagement drops when ads are removed
“Instagram has shown some stats where the engagement time on their platform reduces if they remove the ads because that's the level of personalization of the ads.”
Opinion
Srinivas: Google's siloed product teams fail to share lessons
“I think Google is actually the closest to ByteDance of America. If you think about it, they have so many different apps in one umbrella, but they don't share lessons. Like the YouTube team is so different from the Gmail team, sort of from the Chrome team, and …”
Disclosure
Srinivas: Perplexity submitted a bid to acquire TikTok US
“We, we've submitted our bid. We never expected to be the leading candidate or anything.”
Prediction Not checkable as stated
Srinivas: The next stage is AI chatbots becoming action-oriented native phone assistants
“I feel like this is the next stage, like, you know, moving all these AI chatbots to native assistants on the phone that not just answer your questions, but also help help you get things done.”
Opinion
Srinivas: Apple considers Siri real estate too valuable to open up
“I would assume the latter.”
Assertion Not checkable as stated
Srinivas: Most ChatGPT users do not know o1 or GPT-4 differences
“In fact, most people using tracks between the world don't even know there's a model called O one or O three and don't even know what the difference is for GPT four.”
Insight
Srinivas: Most AI apps struggle with daily retention without native social
“But if you could figure out social for an AI app within the app itself it can definitely make it more daily usage and high retention, which is what most AI apps struggle with today.”
Disclosure
Srinivas: Perplexity launched voice assistant early over waiting for perfection
“I'll literally read out to you the chat I had with our engineer who worked on this. Be good to launch and announce today, question mark. And then he's like, yes, still making improvements, but let's launch. And me like, do you want to address some of the onboa…”
Insight
Srinivas: Bloomberg Terminal retains users because it is an elite social network
“Bloomberg terminal is another interesting thing where, you know, nobody thinks about it as a social network, but it is what it is today. People are not leaving it because of the network it has.”