Aravind Srinivas
๐ค PersonAppearances Over Time
Podcast Appearances
But you also need to remember that for a new business that's trying to like create, for a new company that's trying to build its own sustainable business, you don't need to set out to build the greatest business of mankind. You can set out to build a good business and it's still fine. Maybe the long-term business model of perplexity can make us profitable and a good company,
But you also need to remember that for a new business that's trying to like create, for a new company that's trying to build its own sustainable business, you don't need to set out to build the greatest business of mankind. You can set out to build a good business and it's still fine. Maybe the long-term business model of perplexity can make us profitable and a good company,
but never as profitable in a cash cow as Google was. But you have to remember that it's still okay. Most companies don't even become profitable in their lifetime. Uber only achieved profitability recently, right? So I think the ad unit on perplexity, whether it exists or doesn't exist, it'll look very different from what Google has.
but never as profitable in a cash cow as Google was. But you have to remember that it's still okay. Most companies don't even become profitable in their lifetime. Uber only achieved profitability recently, right? So I think the ad unit on perplexity, whether it exists or doesn't exist, it'll look very different from what Google has.
but never as profitable in a cash cow as Google was. But you have to remember that it's still okay. Most companies don't even become profitable in their lifetime. Uber only achieved profitability recently, right? So I think the ad unit on perplexity, whether it exists or doesn't exist, it'll look very different from what Google has.
The key thing to remember though is, you know, there's this quote in the art of war, like make the weakness of your enemy a strength. What is the weakness of Google is that any ad unit that's less profitable than a link or any ad unit that,
The key thing to remember though is, you know, there's this quote in the art of war, like make the weakness of your enemy a strength. What is the weakness of Google is that any ad unit that's less profitable than a link or any ad unit that,
The key thing to remember though is, you know, there's this quote in the art of war, like make the weakness of your enemy a strength. What is the weakness of Google is that any ad unit that's less profitable than a link or any ad unit that,
kind of decent incentivizes the link click is not in their interest to like work, go aggressive on because it takes money away from something that's higher margins. I'll give you like a more relatable example here.
kind of decent incentivizes the link click is not in their interest to like work, go aggressive on because it takes money away from something that's higher margins. I'll give you like a more relatable example here.
kind of decent incentivizes the link click is not in their interest to like work, go aggressive on because it takes money away from something that's higher margins. I'll give you like a more relatable example here.
Why did Amazon build the cloud business before Google did, even though Google had the greatest distributed systems engineers ever, like Jeff Dean and Sanjay, and built the whole MapReduce thing? server racks because cloud was a lower margin business than advertising. There's literally no reason to go chase something lower margin instead of expanding whatever high margin business you already have.
Why did Amazon build the cloud business before Google did, even though Google had the greatest distributed systems engineers ever, like Jeff Dean and Sanjay, and built the whole MapReduce thing? server racks because cloud was a lower margin business than advertising. There's literally no reason to go chase something lower margin instead of expanding whatever high margin business you already have.
Why did Amazon build the cloud business before Google did, even though Google had the greatest distributed systems engineers ever, like Jeff Dean and Sanjay, and built the whole MapReduce thing? server racks because cloud was a lower margin business than advertising. There's literally no reason to go chase something lower margin instead of expanding whatever high margin business you already have.
Whereas for Amazon, it's the flip. Retail and e-commerce was actually a negative margin business. So... For them, it's like a no-brainer to go pursue something that's actually positive margins and expand it.
Whereas for Amazon, it's the flip. Retail and e-commerce was actually a negative margin business. So... For them, it's like a no-brainer to go pursue something that's actually positive margins and expand it.
Whereas for Amazon, it's the flip. Retail and e-commerce was actually a negative margin business. So... For them, it's like a no-brainer to go pursue something that's actually positive margins and expand it.
Your margin is my opportunity. Whose quote is that, by the way? Jeff Bezos. Like he applies it everywhere. Like he applied it to Walmart and physical brick and mortar stores because they already have, like it's a low margin business. Retail is an extremely low margin business.
Your margin is my opportunity. Whose quote is that, by the way? Jeff Bezos. Like he applies it everywhere. Like he applied it to Walmart and physical brick and mortar stores because they already have, like it's a low margin business. Retail is an extremely low margin business.
Your margin is my opportunity. Whose quote is that, by the way? Jeff Bezos. Like he applies it everywhere. Like he applied it to Walmart and physical brick and mortar stores because they already have, like it's a low margin business. Retail is an extremely low margin business.