20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity

Aravind Srinivas is the Founder and CEO of Perplexity, one of the fastest-growing AI companies in the world. Since the start of the year, Perplexity has tripled revenue to well over $500M in ARR. Aravind has raised over $1BN for the company with reported valuations reaching $20BN.
AGENDA:
05:40 – "Perplexity Changed Google More Than Any PM Ever Has"
10:15 – Why Search Is Not the Future of AI
13:05 – The Most Important Insight in AI: The Model Is NOT The Product
16:10 – Why AI Agents Will Become Bigger Than Google Search
22:00 – AI Will Design Chips, Discover Drugs & Cure Diseases
24:15 – The Secret to Building a 24/7 AI Agent
32:40 – Aravind's Wild Prediction: Micron Could Become More Valuable Than Meta
41:00 – Why Power Will Be The Biggest Bottleneck In AI For The Next Decade
45:00 – Have U.S. Export Controls Accidentally Made China Stronger?
49:00 – Why Dario Amodei's AI Doom Narrative Is Wrong
55:20 – Why Token Budgets are Total BS and Useless
58:00 – When Agent Traffic Surpasses Human Traffic, What Happens To The Internet?
01:08:00 – SpaceX, OpenAI & Anthropic IPOs: Is There Enough Capital For All Three?
01:14:00 – What Elon Musk Is Really Like Behind Closed Doors