Excellent post. OSV sounds absolutely lit up. Jim has been a great inspiration to so many people. And I’m so glad that a bunch of you younger folks are moving forward so creatively and dynamically.
PS. Thanks for turning me onto perplexity.AI. It’s so much better than any others I’ve tried.
Btw, in Perplexity make sure you turn on the "Pro" button so it does more multi-step searchers, and if you're a paid sub, I recommend trying Sonnet 3.5 as your default model. I'm getting great results that way.
I suspect Apple will enter search if they can't get paid by Google anymore.
It's one of the rare things that can move the needly for them and where having their distribution and brand gives them a real chance of competing. And now that AI is changing the game, they may have a better chance of getting users if they buy a great team (like Perplexity) rather than if they had tried to compete with Google based on the old paradigm (like Bing did).
Plug, Google has gotten bad enough in many ways (so many ads everywhere) that a cleaner experience could be worth a lot even if the search results aren't always as good. Most people aren't researchers and super sophisticated, so a good enough search engine that is way more pleasant to use could get decent market share, IMO.
I had Perplexity do the math for me and you: Therefore, the Compound Annual Growth Rate (CAGR) from $88,000 to $415,000,000 over three years is approximately 1577.45%
Can feel the excitement from your retreat. Can’t wait to see what emerges.
🤘
Talk to you soon, my friend 💚 🥃
Excellent post. OSV sounds absolutely lit up. Jim has been a great inspiration to so many people. And I’m so glad that a bunch of you younger folks are moving forward so creatively and dynamically.
PS. Thanks for turning me onto perplexity.AI. It’s so much better than any others I’ve tried.
Yes! 💚 🥃
Btw, in Perplexity make sure you turn on the "Pro" button so it does more multi-step searchers, and if you're a paid sub, I recommend trying Sonnet 3.5 as your default model. I'm getting great results that way.
That Leonard Cohen montage is awesome.
💯
Great update. Ive been thinking about thr Google AntiTrust case and how it might be an incentive for Apple to buy Perplexity.
The only question is - do they really want to be in that business at all.
Id not thought about NVidia in that space before, but i like the idea a lot.
I suspect Apple will enter search if they can't get paid by Google anymore.
It's one of the rare things that can move the needly for them and where having their distribution and brand gives them a real chance of competing. And now that AI is changing the game, they may have a better chance of getting users if they buy a great team (like Perplexity) rather than if they had tried to compete with Google based on the old paradigm (like Bing did).
Plug, Google has gotten bad enough in many ways (so many ads everywhere) that a cleaner experience could be worth a lot even if the search results aren't always as good. Most people aren't researchers and super sophisticated, so a good enough search engine that is way more pleasant to use could get decent market share, IMO.
I wrote about Apple Search a loooong time ago here: https://www.libertyrpf.com/i/14532173/investing-and-business
🫡🫡🫡🫡🫡
💚 🥃
I had Perplexity do the math for me and you: Therefore, the Compound Annual Growth Rate (CAGR) from $88,000 to $415,000,000 over three years is approximately 1577.45%
It seemed appropriate;) https://www.perplexity.ai/search/cagr-cRrM7z8VQN27vkg4vGBkWg