Perplexity - and so it begins...

https://x.com/casper_hansen_/status/1879780231294374099

Call this newsletter anti-VC, BS opinions, but if you trace the timing to what eventually happens, it does predict things by about 6-12 months.

I am not actually that anti Perplexity. I think it is an awesome search, and there is still tons of potential. But everything is relative. Relative to competition, the price point, the required investment.

Right now Perplexity is on the Sam Altman type of fundraising curve with an even worse business model. Meanwhile, Sam Altman actually is just going to build the next Google because he has to and has no other choice.

Elad Gil can ignore this at his own peril:

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