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You.com Raises $100 Million to Grow AI Search
Bloomberg Technology· 2025-09-03 20:41
Business Scaling & Funding - The company raised funds to support scaling infrastructure and customer growth [1][2] - Scaling involves increased compute resources and talent acquisition [3][4] Core Technology & Differentiation - The company is building a search index for AI, distinct from traditional search engines like Google [4][5] - The company's search technology allows searching through hundreds of websites to provide summarized answers [5] - The company emphasizes the importance of the search infrastructure layer, suggesting that it will not be commoditized like LLMs [14] Market & Competition - The company focuses on the enterprise market, where there is more open space compared to the consumer market with monopolies or duopolies [8] - The company sees the productivity in enterprise as the killer app for LLMs [9] - The company is focused on building APIs and transfusions for customers [11] Customer Base & Scale - The company serves customers like Harvey, Knife Edge, DuckDuckGo, and Telegraph [2] - The company's AI solutions are used over 1 billion times per month [14] Strategic Direction - The company aims to build an enduring company focused on providing answers and enabling customers to build their own agents [7] - The company is not interested in being acquired [7]
Alphabet antitrust ruling the 'dream scenario' for Google, says Wedbush's Dan Ives
CNBC Television· 2025-09-03 19:59
Now turning to the other big story today, a mega move for mega cap Google after its big antirust win. Dan Ives is global head of technology research with Wed Bush. He joins us now.It's good to see you. Um quite obviously uh given this ruling, is it the outcome that you expected. Yeah, I mean look, this is we talked about it.I think this DOJ was always the bark was going to be worse than the bite. I think it's the dream scenario for Google. Well, it's a dream scenario for Apple because now they really get un ...
Antitrust ruling could end Google’s $26 billion default deals, but experts see upside for AI
CNBC Television· 2025-08-21 17:01
Antitrust Trial & Google-Apple Deal - The Google search antitrust trial's remedies could end Google's exclusivity deal with Apple [1] - Google spends over $26 billion annually to maintain default search engine status on phones and browsers [2] - A court ruling could ban this spending, potentially benefiting Google [2] Market Dynamics & Competition - Search functions as a natural monopoly, rewarding scale [3] - Google's market share in Europe remained stable even after regulators mandated user choice of default search engine [3] - Apple stated in court that no price from Microsoft could justify switching to Bing due to Google's superior user experience and monetization [4] - Microsoft invested $100 billion into Bing, but it hasn't significantly challenged Google [5] Generative AI & Future Threats - Legal experts suggest Google's payments are now innovation insurance to protect against future threats [5] - Generative AI poses a significant threat to Google [6] - Wall Street anticipates Google redirecting funds from default deals into Gemini to compete with AI challengers like OpenAI and Anthropic [6] - OpenAI estimates ChatGPT holds 12% of the search market, doubling in 6 months [6]
10 years of Alphabet: Analysts weigh the sum of its parts
CNBC Television· 2025-08-08 18:35
10 years ago this weekend, Google reorganized under a new parent company called Alphabet, combining its moonshot businesses with its search and YouTube businesses. Mackenzie Seagalo says more in tech today's tech check. Uh it's 10 years, but it feels like only a decade.And investors are pretty bullish going into that 10-year anniversary weekend with shares firmly in the black year to date. Even as it stares down, a DOJ remedies decision that could land any day. One that might crack the door to breaking up t ...
Layering every technique in RAG, one query at a time - David Karam, Pi Labs (fmr. Google Search)
AI Engineer· 2025-07-29 14:30
RAG技术栈 - RAG技术栈范围从最简单的内存嵌入和相关性排序搜索,到最复杂的行星级搜索,后者包含70多种语料库混合,包括token、embeddings和知识图谱[1] - 行业正在探索在200毫秒内以每秒16万次查询的速度,对这些混合语料库进行联合检索、自定义排序、联合重排序和LLM处理[1] - 报告通过“一次一个查询”的方式,逐步增加复杂性,展示RAG中所有技术的局限性,以及下一层技术在处理更复杂查询方面的能力[1] 搜索挑战 - 某些搜索问题非常难以解决,以至于行业可能更倾向于将问题交给LLM或UX处理[1] - 报告指出,像[falafel]这样的查询非常难以搜索,而对文档进行分块可能会是灾难性的[1] 行业应用与洞察 - Google团队在50多个搜索产品(包括Google.com和定制企业搜索)的背景下,分享了RAG技术的应用经验[1] - Pi Labs 致力于将Google在搜索核心AI和NLU系统方面的工作经验带给整个行业[1]
开源套壳叫板Google?Perplexity新品发布,印度裔CEO放言5万美金撬走彭博千亿生意
AI前线· 2025-07-22 09:32
Core Viewpoint - Perplexity has launched a new web browser named Comet, aiming to challenge Google Chrome's dominance in the market, which currently holds a 66.6% market share. The launch coincides with rumors of OpenAI's own browser release, indicating a competitive landscape in AI-driven search and browsing tools [1][2][3]. Group 1: Product Launch and Market Strategy - Comet integrates Perplexity's AI search tools and smart assistant to enhance user experience, initially available to premium users at $200 per month [1]. - Perplexity's ambition extends beyond user acquisition; they aim to replicate and potentially surpass Google's business model [1][2]. - The company has expressed willingness to acquire Google Chrome if legal pressures force Google to divest it, indicating a strategic move to capture a larger market share [1]. Group 2: Data Acquisition and Advertising - CEO Aravind Srinivas highlighted the importance of gathering user behavior data outside of Perplexity's applications to improve advertising quality, framing the browser as part of a broader data strategy [2]. - The decision to create a browser stemmed from a rejection by Google to include Perplexity as a default search engine, prompting the company to develop its own solution [2][3]. Group 3: Competitive Landscape and Industry Commentary - The Comet browser is built on Google's open-source Chromium project, which raises questions about the originality of Perplexity's offering [3]. - The current trend in startups involves forking open-source projects to add paid features, reflecting a broader entrepreneurial strategy in the tech industry [4]. Group 4: Vision and Long-term Goals - Perplexity aims to leverage AI to transform decision-making processes in finance, targeting a market valued at tens of trillions of dollars, significantly larger than Google's annual revenue [8][36]. - The company seeks to disrupt the financial research market dominated by Bloomberg, proposing that AI can enhance decision-making efficiency and democratize access to financial insights [36][37]. Group 5: Product Features and User Experience - Comet is envisioned as a "cognitive operating system" that integrates AI into daily workflows, allowing users to automate tasks and improve productivity [14][15]. - The browser will enable users to issue commands directly, with AI handling tasks such as data extraction and report generation, enhancing the overall user experience [15][34]. Group 6: Funding and Investor Relations - Perplexity's development costs were notably low, with the product being built for just $50,000, which impressed investors like Marc Andreessen [7][28]. - The company has faced skepticism from investors who prefer safer, vertical market strategies, but Srinivas remains committed to tackling larger, more challenging problems [6][26].
Recsys Keynote: Improving Recommendation Systems & Search in the Age of LLMs - Eugene Yan
AI Engineer· 2025-07-16 15:00
Industry Trend - Recommendation and search systems have been significantly impacted by advances in language modeling, evolving from Word2vec to GRUs, Transformers, and BERT [1] - The emergence of large language models (LLMs) is driving innovation in model architecture, scalable system designs, and customer experiences within recommendation and search systems [1] - The industry is exploring real-world implementations and measurable outcomes of LLMs in recommendation and search systems [1] Technological Advancement - LLM-driven techniques are expected to shape the future of content discovery and intelligent search [1] - Amazon is building recommendation systems and AI-powered products using ML/AI [1]
开源套壳叫板Google?Perplexity新品发布,印度裔CEO放言5万美金撬走彭博千亿生意
Sou Hu Cai Jing· 2025-07-12 03:31
Core Insights - Perplexity has launched a new web browser named Comet, integrating its AI search tools and smart assistant to provide a more intelligent browsing experience, initially available to premium users at $200 per month [1] - The launch of Comet is a direct challenge to Google Chrome, which holds a market share of 66.6%, and comes at a time when rumors suggest OpenAI is also developing its own AI browser [1][2] - Perplexity aims not only to compete with Google for users but also to replicate and potentially surpass Google's business model [1][2] Company Strategy - The U.S. Department of Justice has pressured Google to sell Chrome and end its default search engine agreements, prompting Perplexity to express interest in acquiring Chrome if such a ruling occurs [2] - CEO Aravind Srinivas has indicated that the development of their own browser is also aimed at gathering user behavior data outside of the Perplexity app to enhance advertising quality [2] - Srinivas has criticized the conventional wisdom in the startup community that suggests focusing on niche markets to avoid competition with giants like Google, asserting that he prefers to tackle significant challenges that attract top engineering talent [4][5] Market Ambitions - Perplexity's ambitions extend beyond search; the company aims to disrupt the financial information market, specifically targeting Bloomberg, by leveraging AI to enhance decision-making processes [6][27] - Srinivas estimates that the daily decision-making value in the financial system is in the tens of trillions of dollars, and even capturing 1% of that could yield $100 billion daily, far exceeding Google's annual revenue of approximately $200 billion [6][27] - The company is positioning itself to transform the financial research landscape by offering a more efficient and user-friendly alternative to traditional tools like Bloomberg Terminal [28] Product Features - Comet is envisioned as a "cognitive operating system" that integrates AI into the browsing experience, allowing users to automate tasks and streamline workflows [9][10] - The browser will enable users to issue commands directly, such as finding specific job candidates or managing tasks, with AI handling the execution [9][10] - Perplexity Labs, a feature of the platform, allows users to conduct in-depth research and generate content, further enhancing the utility of the browser [25][26] Competitive Landscape - The launch of Comet and the focus on AI integration in browsing highlight a growing trend in the tech industry where companies are seeking to redefine user interaction with web tools [1][9] - Perplexity's approach contrasts with traditional models that rely heavily on human analysts, suggesting a shift towards AI-driven solutions in financial decision-making [28] - The company is also addressing concerns about content creators by implementing a publisher program to ensure that quality information sources are compensated fairly, differentiating itself from competitors like Google [30]
X @The Wall Street Journal
The Wall Street Journal· 2025-07-05 11:48
A new crop of startups are betting on the rapid demise of traditional Google search https://t.co/VuAbs8zMaW ...