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On The Tape

Perplexity Making Google a Paranoid Android with CEO Aravind Srinivas and Ann Bordetsky of NEA | Okay, Computer.

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 5 March 2024

⏱️ 60 minutes

🧾️ Download transcript

Summary

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss Perplexity vs. other chatbots (2:30), Elon Musk suing Open AI & Sam Altman (7:30), Apple & Google sitting out the AI rally (9:45), and enterprise chatbots taking jobs (22:45). After the break, Dan sits down with Aravind Srinivas, Perplexity CEO and Ann Bordetsky, Partner at NEA for the latest installment of our Funders x Founders series (27:30). They hit Aravind’s background (29:00), reinventing search (33:00), what Perplexity is and how it works (38:30), taking share from Google (41:30), revenue sources they are focused on (56:30) and a vibe check on Silicon Valley (57:15).  Articles Mentioned on this Podcast: Google vs. Google: The Internal Struggle Holding Back its AI (CNBC’s TechCheck) Elon Musk Suing Open AI & Sam Altman Over Contract Breach (CNBC) Klarna froze hiring because of AI. Now it says its chatbot does the work of 700 full-time staff (Fortune) JPMorgan’s AI-Aided Cashflow Model Can Cut Manual Work by 90% (Bloomberg) — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0

Welcome to a very special edition of OK Computer Podcast.

0:05.1

I'm Dan Nathan.

0:05.8

I'm joined by Deerbos.

0:07.2

She's the host of CNBC's Tech Check Debo.

0:09.3

Welcome back.

0:10.2

Hello.

0:10.8

Happy to be here, as always.

0:12.0

All right.

0:12.3

Very special pod because, two things.

0:14.8

About a week and a half ago or so, you did this great 15-minute everything AI tech check that you can find on CNBC's YouTube channel.

0:23.9

We're going to put it in the show notes.

0:25.1

And it was really covering everything from what's going on in the public markets and the fascination, obviously, with Nvidia, but how that's also broadening out and a lot of stuff that's going on in the private markets.

0:34.9

And also we thought today would be a great episode to hit a bunch of that

0:38.0

because after your and my conversation, I sit with Arvin Shrinivas.

0:43.2

He's the CEO and co-founder of Perplexity with Ann Bordetsky, who is a partner at NEA,

0:48.8

and she led their Series A round.

0:51.4

Obviously, since then, they've done a series B round in short order after that.

0:55.5

But what Arvind and his team are building over there is truly disruptive. Debo, I know you've

1:00.5

spoken to him in the past. And it's really interesting. I've used this expression a couple

1:04.8

times over the last couple months or so. The way people are talking about perplexity reminds me

1:09.7

about 20 years ago or a little more the way people were talking about perplexity reminds me about 20 years ago or a little more the way

1:12.2

people were talking about Google and how they are dealing with the incumbents on the net.

...

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