Jaeden Schafer

A lot of executives argued during a recent press briefing that they did that competitors, including Google, have since kind of reshaped their own products in ways that resemble Perplexi's early design choices.

They say that this is kind of like

Like, look, this validates that we're on the right track.

But of course, I think to everyone, we can see that this does give them a lot of competitive pressure.

Perplexity also said that they're adjusting their business model in response to kind of where the whole AI ecosystem is going.

One of the first AI startups that was experimenting with advertising

They actually abandoned ads late last year, they said that the model risk kind of undermining user trust and answer accuracy.

Well, that's interesting, because ChatGPT is now about to jump into this.

And you know, they've reported that they have 900 million weekly ChatGPT users that are all gonna, I mean, a lot of the free ones are going to start getting seen kind of these ads everywhere.

So it's interesting that Perplexity already tried ads, walked away from it, ChatGPT is about to get into that.

I think rather than go and try to chase kind of maximum scale, Perplexity has said that they're targeting a narrower audience.

They said they're looking for professionals that are making what they describe as a GDP moving decisions, right?

So they're like, look, we're not going for the whole world.

We're not trying to boil the ocean like OpenAI is.

We're just going for people making GDP moving decisions.

And if you see a lot of their branding, you'll notice that they do a lot of work with

highlighting news or financial analysis.

I think during a recent briefing they did, their executives really were kind of emphasizing the enterprise subscriptions and a lot of the deep research as some of their core priorities.

They kind of publicly downplay all of the monthly active users.

They say, you know, this is not something that we ever talk about.