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Perplexity

private
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Perplexity develops an AI answer engine and research assistant that combines search with conversational responses.

sentiment mix
bull 78%bear 0%neu 22%

funding rounds

private markets
latest round
Series E-6
Feb 2026 | not disclosed
post-money valuation
$21.21B post-money
+51% vs 2025 round
total raised
$1B+ disclosed
2 disclosed rounds | updated 2026-07-09
round progression
Primary
Jun 2025
$500M
Series E-6
Feb 2026
not disclosed
lead investors
  • not disclosedlead
dateroundamountvaluationinvestors
Feb 2026Series E-6not disclosed$21.21B post-moneynot disclosed
Jun 2025Primary$500M$14B post-moneynot disclosed

signal summary

latest high-conviction thesis
Perplexity's shipping velocity and usage compounding model creates expanding moat beyond answer engine▾

Perplexity's technical founder, rapid product shipping (browser, deep research, computer agent), and usage-based revenue compounding (150%+ net dollar retention) create a compounding advantage misunderstood as just an answer engine.

cack wilhelmT1Bloomberg Tech2026-08-13
confidence 88 / 100impact High
key themes
  • AI Infrastructure54%
  • AI Economics & Business Models54%
  • AI Agents38%
  • AI Bubble / Capex Debate31%
  • Semiconductors31%

bull thesis · 14

89 / 100
  • •Perplexity's shipping velocity and usage compounding model creates expanding moat beyond answer engine
  • •Perplexity hits $750M annualized revenue as Nvidia eyes investment
  • •Nvidia investment in Perplexity props up Jason's portfolio

bear thesis · 0

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  • — none —

company research · 4 videos

mentions · 18

20VCNVIDIA Buys Poolside, Invests in Mercor & Perplexity | OpenAI Confirms IPO1 mentions · 1▲ 0▼ 0○ · 29 days ago
0:008:0017:0026:0035:00
The InformationWhy Nvidia Is Raising Prices3 mentions · 3▲ 0▼ 0○ · last month
0:003:007:0011:0015:00
Bloomberg TechAnthropic in Talks for $6 Billion AI Infrastructure Bet | Bloomberg Tech 8/13/20262 mentions · 2▲ 0▼ 0○ · last month
0:008:0017:0026:0035:00
TBPNSpoon = Bent, Apple vs OpenAI, Snap Rips, Ads in BMW, The Most Feared (John B. Quinn) Live2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0025:0050:001:15:001:40:00
TBPNU.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:003:007:0011:0015:00
Limitless PodcastAI Found the Trades We Missed1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:003:007:0011:0015:00
20VCPerplexity CEO: I have nothing to lose1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:002:005:007:0010:00
All-In PodcastAnthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:005:0010:0015:0020:00
All-In PodcastFour CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN2 mentions · 2▲ 0▼ 0○ · 6 months ago
0:0013:0027:0041:0055:00
Limitless PodcastNVIDIA Announces the End of OpenClaw (NemoClaw)1 mentions · 0▲ 0▼ 1○ · 7 months ago
0:002:005:007:0010:00
Limitless PodcastEveryone Is Waiting for the AI Bubble to Pop (NVIDIA Earnings)1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:003:007:0011:0015:00
The InformationWill Millions of People Actually Pay for ChatGPT?1 mentions · 0▲ 0▼ 1○ · 10 months ago
0:002:005:007:0010:00
Generating Alpha PodcastEpisode 31: Kevin Hartz - General Partner at A* Capital1 mentions · 0▲ 0▼ 1○ · last year
0:008:0017:0026:0035:00