Sasha Orloff and Jeff Grimes, Perplexity’s Product Lead for Finance, explore the evolution of search from a simple "answer engine" to a high-stakes "action engine." They discuss the disruption of legacy platforms like the Bloomberg Terminal and how Perplexity is building an AI-native operating system designed specifically for the rigors of financial analysis. The conversation tackles the industry's skepticism toward AI accuracy, detailing the "auditability-first" approach that allows finance teams to verify every data point back to its original SEC filing, effectively turning complex technical workflows into plain-English commands.
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Notion
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Puzzle
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RECOMMENDED IN THIS EPISODE:
https://www.linkedin.com/in/jeffgrimes9/
https://www.perplexity.ai/finance
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X/SOCIAL:
@jeffgrimes9 (Jeff)
@sashaorloff (Sasha)
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TIMESTAMPS:
(00:00) Preview
(00:50) Intro
(02:28) Why it went viral
(06:50) Comet and agentic browsing
(08:57) WSJ controversy breakdown
(10:40) What versus How
(12:52) Google innovators dilemma
(14:33) Sponsors: Notion | Puzzle
(16:13) Perplexity finance users
(18:24) Off the shelf data deals
(22:37) Future of finance workflows
(26:19) Workflows and automation
(27:05) Proactive assistants
(28:28) Trust in finance
(31:31) Audit trails by design
(34:20) Getting started with computer
(36:16) Multi model orchestration
(37:47) Wild user stories
(39:48) Domain specific finance
(41:40) Where to learn more
(42:28) Wrap
