If Microsoft can't pick the winners, it's up to Apple to do so. That's what American capitalism has come to. The real question is how much of a clone of perplexity is it going to be?
Search remains the largest and most lucrative market on the internet. Microsoft Bing holds only 3.4% of the global search market share but generates $12 billion in annual revenue. If AI search captures just 1%-2% of Google's share, it becomes a significant business. AI search is likely to be the biggest killer app in the early stages of large models, and we see that Perplexity's query volume per active user per day is actually more than three times that of Google.
It’s no surprise that OpenAI is entering the search business, as the potential revenue is substantial, and the technology is highly compatible.
If Microsoft can't pick the winners, it's up to Apple to do so. That's what American capitalism has come to. The real question is how much of a clone of perplexity is it going to be?
Search remains the largest and most lucrative market on the internet. Microsoft Bing holds only 3.4% of the global search market share but generates $12 billion in annual revenue. If AI search captures just 1%-2% of Google's share, it becomes a significant business. AI search is likely to be the biggest killer app in the early stages of large models, and we see that Perplexity's query volume per active user per day is actually more than three times that of Google.
It’s no surprise that OpenAI is entering the search business, as the potential revenue is substantial, and the technology is highly compatible.