Overview
- Independent journalist Eric Newcomer ran the informal, anonymous survey of 300‑plus founders and investors at the San Francisco conference.
- Attendees showed mixed sentiment as Anthropic led investable picks and OpenAI placed second, while Perplexity and OpenAI topped the list of likely flops.
- Perplexity dismissed the result, with spokesperson Jesse Dwyer quipping that it sounded like the “judgmental valley conference.”
- Coverage highlights concerns about Perplexity’s sustainability, citing reliance on third‑party models, distribution hurdles, rapid fundraising, and a reported one‑year free Perplexity Pro offer to Bharti Airtel’s 360 million customers.
- Doubts about OpenAI include questions over valuation and infrastructure costs, even as CEO Sam Altman pointed to strong demand in a recent exchange with investor Brad Gerstner.