4.8 • 56 Ratings
🗓️ 2 June 2025
⏱️ 8 minutes
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0:00.0 | The AI startup perplexity nearing a deal with Samsung to integrate its chatbot onto phones. |
0:06.3 | Our dear Derbosa has that story in today's tech check. Morning, Dee. |
0:09.3 | Hey, good morning, Carl. So distribution, it's the new AI battleground. A source close to those talks |
0:14.1 | confirms to me that Samsung is close to a wide-ranging deal that would make perplexity. |
0:18.1 | The default assistant on its upcoming devices, now, this would |
0:21.5 | be a huge win for perplexity because in tech, defaults drive behavior. There's a reason that Google |
0:27.9 | has shelled out $20 billion plus for that pull position in search on Apple and Samsung devices, |
0:33.5 | because whoever owns the default wins the users, the data, and ultimately the market. |
0:39.2 | Now, same goes for AI, and Samsung is a key gatekeeper controlling a fifth of global |
0:44.6 | smartphone shipments. Locking in that front door, that would give perplexity a massive runway |
0:49.9 | to train, scale, and monetize. At Google's expense, Now, Google isn't just the default search engine on Samsung devices. |
0:56.8 | It also powers Samsung's built-in voice assistant, and it underpins large parts of the Android ecosystem. |
1:02.1 | So a perplexity deal, that would threaten to chip away at all of that. |
1:06.1 | Now, it also comes as Apple weighs a similar move in a very rare disclosure during the Google antitrust trial, |
1:12.0 | one of them. Apple's Eddie Q revealed that the company had begun talks with perplexity, |
1:17.3 | saying they were impressed with the product and exploring integration. And I spoke to Dmitri |
1:22.1 | Chevalenko, that's the startup's business lead. And he told me that they were just as surprised |
1:26.5 | to see Q go public, |
1:27.7 | because if there's one rule when dealing with Apple, it's this. You don't talk about doing |
1:32.0 | business with Apple. Yet here was Q breaking protocol and signaling serious interest. That's a big |
1:37.4 | deal. And this is really where the AI distribution battle starts to take shape. Look at this wall |
1:43.1 | here, this graphic. Open AI is expected to be |
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