Welcome to OK Computer. I'm Dan Nathan. I am joined again by Ann Bordatsky. She's a partner at N-EA. And welcome back to the pod.

Thank you, Dan. Thanks for having me back. Always love being here.

Well, listen, I really enjoy the Convo because of where you sit right now in the, well, I would just call it the Gen AI ecosystem, some of the investments that

you've been making over the last couple years. You and I started talking about them. I want to say

early 2023, you brought on Arvin Shrinivaz, the CEO co-founder of Perplexity. I think a couple

months ago, and I've seen him all over. He's doing a great job and really not only talking about

the company that he's building and the products that he's shipping, but becoming a voice on what is a very nascent. I think we would both agree. Sector, and he's doing it with the help of you and a whole host of others. And I think the narrative is really good. I'm just real quickly, thoughts on that because for you, I think you guys led his series A in early

2023 back then. No one knew who they were. No one knew what the product they were going to

ship. And now it seems like everybody who's focused on the space knows the product and uses it.

Yeah, look, I think Arvin's getting a lot of attention and the company is getting a lot of

attention and interest because they're on a mission

to make AI useful for consumers, right? It's not research in a lab. It's taking the best in class

models that are coming to market. It seems like almost every single week and trying to figure out

how to take that and turn it into an incredible, useful experience that will be relevant for millions of people

around the world. I think that a lot of people are drawn to that, not the theory of AI,

not the scary sort of dystopian view of AI, but like, what can AI help me do today?

And I think that is the number one reason that perplexity is resonating, continuing to grow organically as a company, continuing to grow globally now.

It is truly a useful knowledge assistant, and we can see how that might play out over time.

But look, I mean, people are busy and they want useful AI.

And I think that is one of the best frontiers for builders right now.

Yeah, well, as we're recording this right now, it's Tuesday afternoon.

Google is hosting their I.O. Summit conference, whatever you want to call it, introducing a whole host of products.

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