Chamath Palihapitiya
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Appearances Over Time
Podcast Appearances
No, but the truth is, these dipshits who ever wrote this story, the actual best feature or amongst the best features of perplexity, which...
It's actually got a really great co-work competitor called Computer I've been playing with.
I'm not a shareholder, to be clear.
There's no book being pumped here.
The model console is like the greatest feature that they have.
And what is really brilliant about it is you ask it a question, Sachs,
It will go to all three different major models.
You can pick which ones, including open source.
Then it tells you where they differ, and it tries to figure out why they differ.
This is like one of the great features of the product.
I think Perplexity is like, could be a really great company as well, even without a language model.
But let's talk a little bit more about OpenAI here and their market share, because I think you're correct, Chamath, but they are getting off their game.
here's what's going on quick look at the consumer market.
And obviously, they started with 100% market share, right, they created the category in 2023. drop down to 80 for 5% market share 2024 75% market share 2025.
But by how much has the market grown?
Precisely.
So the market is still growing.
So in terms of number of searches and queries, they're obviously growing tremendously.
But they have major, major competitors and the market share is going down.
I had my team over at This Week in AI do a more thoughtful analysis of where this is going.