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The Curious Case of Apple and Perplexity

  • Apple executives are considering acquiring Perplexity, a technology company, as reported by Mark Gurman.
  • The potential acquisition is analyzed by Parker Ortolani, who questions the compatibility between Apple and Perplexity.
  • Ortolani suggests that Apple needs a foundational AI lab like Anthropic rather than another product company like Perplexity.
  • Perplexity excels at integrating AI models and developing consumer products, but Apple may not fully benefit from these capabilities.
  • Ortolani highlights concerns about Perplexity's web scraping policies but acknowledges their talent in AI model integration.
  • Apple could leverage Perplexity's search engine and LLM integration expertise more than its app itself to enhance AI capabilities.
  • Perplexity's work on an iOS voice assistant demo might have sparked Apple's interest in the acquisition.
  • Integration of Perplexity's technology with Siri, Spotlight, Safari, and other Apple services could be beneficial.
  • The $14 billion acquisition cost raises questions about the potential rebranding of Perplexity as a revamped Siri.
  • Apple's focus on becoming a leader in AI for computers aligns with Perplexity's software-centric goals.

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