Everything is Computer.
Joined January 2025
- Tweets1.3M
- Following71
- Followers385K
- Likes5.6K
Computer retweeted
FYI: Aravind Srinivas (@AravSrinivas) says there’s a 1-person company spending **~$1M/year** on Perplexity
“There’s 1 solopreneur, literally a one-person company, spending upwards of a million dollars a year on our product.”
“He’s making $3 million a year by automating newsletters for others.”
NEW: I sat down w/ Perplexity Founder & CEO Aravind Srinivas (@AravSrinivas) on why AI-native SMBs could drive the next American millionaire economic boom.
@perplexity_ai, valued at ~$20B with ~$2B in reported funding, $750M in annualized revenue as of August, seeing 5x YoY revenue growth as it expands from search into autonomous agents.
One example Aravind shared is a single-person company generating $3M in annual revenue while spending over $1M a year on Perplexity Computer.
His thesis is that AI could fundamentally change the economics of building a business. Smaller teams, less capital, higher productivity, & entirely new business models.
At the infrastructure layer, Aravind sees a shift toward local & hybrid inference, with AI agents operating across personal devices and the cloud. As context windows expand and workloads become more personalized, local compute becomes increasingly cost-competitive, while offering greater privacy, control & data sovereignty.
We cover:
› Why SMBs could become a major driver of US GDP growth
› The shift from AI models to agents & recursive economics
› Why Perplexity is betting on your Mac instead of building data centers
› NVIDIA, Apple Silicon, local inference & sovereign AI
› Why writing code is no longer the bottleneck, but problem-solving is
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Aravind Srinivas, Co-founder & CEO of Perplexity
(01:30) Why Perplexity's brand is built on curiosity
(04:47) Every great invention starts with one question
(08:18) How to build a $1T company in America alone
(12:36) The next big companies will be tiny
(13:45) Is the American dream still alive?
(16:28) Stop blaming users for bad prompts
(22:55) How Perplexity quietly grew 5x
(26:51) The solopreneur spending $1M a year on Perplexity
(28:28) "We don't have competitors, we have contributors"
(29:20) The data center is coming to your laptop
(34:32) Orchestrating up with NVIDIA, down with Apple
(36:11) What happens when your AI agent knows everything
(39:17) Why Perplexity is skipping the data center race
(41:25) Stop asking AI to write code, ask it to think
(45:47) Perplexity’s answer to AI security
(48:27) The Hugging Face incident & multi-agent threats
(50:45) Turning everyone into a scientist
(53:31) Why Perplexity isn’t chasing a billion users
Computer retweeted
NEW: I sat down w/ Perplexity Founder & CEO Aravind Srinivas (@AravSrinivas) on why AI-native SMBs could drive the next American millionaire economic boom.
@perplexity_ai, valued at ~$20B with ~$2B in reported funding, $750M in annualized revenue as of August, seeing 5x YoY revenue growth as it expands from search into autonomous agents.
One example Aravind shared is a single-person company generating $3M in annual revenue while spending over $1M a year on Perplexity Computer.
His thesis is that AI could fundamentally change the economics of building a business. Smaller teams, less capital, higher productivity, & entirely new business models.
At the infrastructure layer, Aravind sees a shift toward local & hybrid inference, with AI agents operating across personal devices and the cloud. As context windows expand and workloads become more personalized, local compute becomes increasingly cost-competitive, while offering greater privacy, control & data sovereignty.
We cover:
› Why SMBs could become a major driver of US GDP growth
› The shift from AI models to agents & recursive economics
› Why Perplexity is betting on your Mac instead of building data centers
› NVIDIA, Apple Silicon, local inference & sovereign AI
› Why writing code is no longer the bottleneck, but problem-solving is
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Aravind Srinivas, Co-founder & CEO of Perplexity
(01:30) Why Perplexity's brand is built on curiosity
(04:47) Every great invention starts with one question
(08:18) How to build a $1T company in America alone
(12:36) The next big companies will be tiny
(13:45) Is the American dream still alive?
(16:28) Stop blaming users for bad prompts
(22:55) How Perplexity quietly grew 5x
(26:51) The solopreneur spending $1M a year on Perplexity
(28:28) "We don't have competitors, we have contributors"
(29:20) The data center is coming to your laptop
(34:32) Orchestrating up with NVIDIA, down with Apple
(36:11) What happens when your AI agent knows everything
(39:17) Why Perplexity is skipping the data center race
(41:25) Stop asking AI to write code, ask it to think
(45:47) Perplexity’s answer to AI security
(48:27) The Hugging Face incident & multi-agent threats
(50:45) Turning everyone into a scientist
(53:31) Why Perplexity isn’t chasing a billion users
Computer retweeted
This week, @pavandavuluri showed hybrid intelligence on Windows: local workflows, cloud models with permission. MXC helps contain agent actions on the PC.
Try Portable Computer for Windows by @perplexity_ai: apps.microsoft.com/detail/9p…
Computer retweeted
Create interactive stock charts directly in your Computer thread with @tradingview Lightweight Charts.
Ask for a stock's price history, then follow up with "show candlesticks and volume" or "compare it to AMD" to get a new chart.
Computer retweeted
We're opening access to anyone (no Perplexity account needed), and we will run all tasks delegated via email for free for a limited time. Forward or CC computer@perplexity.com to get started, and the agent will complete the task in the background while keeping the email context.
Computer retweeted
Claude Opus 5.5 is now available as the Standard effort level in Perplexity Computer.
On our WANDR benchmark, it scored 0.610 at $4.13 per task, slightly outperforming Claude Fable 5.1 while costing 67.6% less per task.
Computer retweeted
Today we're releasing Personal Computer.
Personal Computer integrates with the Perplexity Mac App for secure orchestration across your local files, native apps, and browser.
We’re rolling this out to all Perplexity Max subscribers and everyone on the waitlist starting today.
Computer retweeted
Over the past two weeks, students researched and prepared stock pitches with Perplexity Computer.
Now the top 5 finalists will present live for $17,500 in prizes to our panel of judges.
Watch today’s live pitches from 9–10:30 AM PST: pplx.ai/pitch/finals
Computer retweeted
Computer can now take full control of Comet to complete tasks.
When you’re in Comet, Computer spins up a browser agent that can access any site or logged‑in app with your permission, without the need for connectors or MCPs.
Available to all Computer users on Comet.
Computer retweeted
Perplexity Computer is now on mobile.
Start any task on any device. Manage Computer from your phone or desktop with cross-device synchronization.
Available now for iOS in the Perplexity app. Coming soon to Android.
Computer retweeted
Announcing Personal Computer.
Personal Computer is an always on, local merge with Perplexity Computer that works for you 24/7.
It's personal, secure, and works across your files, apps, and sessions through a continuously running Mac mini.
Computer retweeted
Introducing Perplexity Computer.
Computer unifies every current AI capability into one system.
It can research, design, code, deploy, and manage any project end-to-end.
Computer retweeted
BREAKING: Baidu just announced a spin-off of its AI chip unit Kunlunxin for a separate Hong Kong listing
$BIDU ripping +9% pre-market
Computer retweeted
🚨 Citi is extremely bullish on memory chips amid AI-fueled demand and ongoing supply shortages into 2026+
They raised Samsung Electronics' target to 200,000 KRW, expecting massive DRAM price growth and 2026 operating profit up 35%
For Micron $MU, Citi's latest target is $330, with HBM sold out for 2026 and strong upward revisions to earnings forecasts
For SK Hynix, Citi raised its target to 830,000 KRW, highlighting HBM leadership with capacity fully booked into 2027 and a 12% upward revision to 2026 operating profit
Computer retweeted
JAPAN IS SHRINKING
In 1949, Japan welcomed 2.7 million babies into the world.
In 2025, Japan’s births are set to fall below 670,000, the lowest since 1899.
The government had forecasts for this.
Pessimistic ones. But they didn’t expect to hit 670,000 until 2041.
We’re sixteen years ahead of schedule!
The decline is accelerating faster than the worst-case models.
Japan peaked at 128.5 million in 2008.
By 2100, half will be gone…
Computer retweeted
Perplexity's Comet browser was a top launch of 2025, and it keeps getting better.
A new virtual try-on feature dropped - upload a selfie + full body photo once, and get an avatar of yourself in all Shopping searches.
It's so convenient to have this "live" in your browser 👇
Computer retweeted
Perplexity Comet is hands down the best AI browser for desktop and Android. Here it is helping me with Google Cloud Console.
Computer retweeted
AI isn't bottlenecked by demand. It's constrained by bandwidth.
Micron’s Q1 FY2026 results just validated this thesis:
• 68% gross margins, guiding higher
• "More than sold out" through 2026
• 30% free cash flow margins
• Net cash positive after paying down $2.7B in debt
• Telling customers to find supply elsewhere because they literally can't help them
They pulled forward the $100B HBM TAM to 2028 — two years earlier than prior guidance.
Here's the full earnings call breakdown:
