Jay 发自 凹非寺 量子位 | 公众号 QbitAI 什么AI应用公司和方向是OpenAI看好的？ 这不，OpenAI公布了30家Tokens消耗破万亿的"大金主"。 | Number | Name | Company | Role | Number | Name | Company | Role | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | Isaac Andersen | Duolingo | Senior SWE | 16 | Praty Sharma | HubSpot / Dashworks | Al / CoFounder | | 2 | Alex Atallah | OpenRouter | CEO and CoFounder | 17 | Denis Shiryayev | JetBrains | Group Product Manager | | 3 | Chris Colon | Indeed | Director, Al Platforms | 18 | Sam Spelsberg | Delphi | Co-fou ...

Group 1 - Apple executives are considering acquiring the AI startup Perplexity, which could be Apple's most ambitious and expensive acquisition to date [1][3] - Perplexity's latest funding round has valued the company at approximately $14 billion, and negotiations for the acquisition are still in the early stages [3][4] - The acquisition intention indicates Apple's desire to catch up with competitors in the AI field, particularly in enhancing AI features in its Safari browser to compete with Google's investments in AI search [3] Group 2 - Google currently pays about $20 billion annually to be the default search engine on iPhones, a situation under regulatory scrutiny, making Apple's move a significant challenge for Google [3] - Apple has been relatively lagging in the AI race, with competitors heavily investing in AI, while Apple's Vision Pro headset received a lukewarm market response [3] - Perplexity, founded in December 2022, has gained support from notable investors, including Nvidia and Jeff Bezos, and its search engine utilizes large language models to provide natural language summary responses instead of traditional link lists [4]

图片来源： Perplexity 人工智能驱动的搜索引擎 Perplexity 在过去一年中，迅速增加了订阅收入和用户数量，尽管面临谷歌和 OpenAI 免 费 AI 搜索工具的激烈竞争。此前未公开的财务数据显示了这种增长的成本。 • 公司去年创造了 3400 万美元的收入，搜索处理量仅为OpenAI的1/25，谷歌的1/900。 • 折扣金额接近订阅销售额的一半截至 2024 年年底，近26万用户（即160万订阅者中的16%）为其付费。 • OpenAI 、 Anthropic 及网络服务成本支出超 5700 万美元 根据财务文件， Perplexity 去年创造了 3400 万美元的收入。 但由于在云服务器和 Anthropic 及 OpenAI 的 AI 模 型上投入巨大（这些模型为搜索引擎的许多答案提供支持），公司消耗了约 6500 万美元现金。 这家旧金山初创公司凭借稳定的风险资本供给实现了快速增长。 Perplexity 正洽谈以 140 亿美元估值融资 5 亿美 元，这将是其一年内第四轮融资——去年底账面资金约达 8.5 亿美元。 充裕资金也使其具备收购其他初创公司的实力，从而扩充工程师团队。 ...

Core Viewpoint - Perplexity, an AI search engine company, is nearing the completion of a $500 million funding round, with a valuation reaching approximately $14 billion, reflecting significant growth since its inception [1][3]. Group 1: Funding and Valuation - The upcoming funding round is led by Accel, with Accel partner Sameer Gandhi joining Perplexity's board [3]. - Perplexity's annual recurring revenue has increased to $120 million, up from $100 million in March [3]. - The company's valuation has skyrocketed from $520 million in January 2022 to $14 billion, showcasing rapid growth [15]. Group 2: Product Development and Competition - Perplexity plans to develop a new AI browser named Comet to compete with established browsers like Chrome [19]. - The company aims to provide a more precise and user-centric search experience compared to existing AI-integrated browsers [20]. - Perplexity has gained recognition for its innovative search engine product, which has garnered significant user engagement and positive feedback [9][11]. Group 3: Market Position and Challenges - Perplexity has positioned itself as an alternative to traditional search engines, openly challenging Google since its early days [5][6]. - The competitive landscape includes established players like Google and Apple, which are enhancing their offerings to retain market share [24][25]. - The latest funding will be utilized for technology development and market expansion, aiming to strengthen Perplexity's competitive edge in the AI sector [29].