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Rumors apple looking to replace Google w Perplexity - apparently, Perplexity wraps Google search results and can get consumers to use/pay for their app instead of Google!

If google launches their AI instead of Search they cannabalize themselves... this is called Creative Destruction which most firms are afraid to do.

Investors are concerned hence the stock took a hut lately

Fun Fact Re Apple

Perplexity has a experience that combines LLMs and search. Perplexity CEO about Perplexity Assistant launch: Apple engineer in me said don't launch until it's perfect, but Perplexity engineer in me said, that's why Apple hasn't ever launched anything (referring to the new Apple Intelligence powered siri).

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GMGains

I prefer perplexity. Only second to XAi.

FLP

When is it time to short both Google and Apple…?