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Wednesday, June 25, 2025

Perplexity Price: 200B For Apple. Bonus: CEO

Liquid Computing: The Future of Human-Tech Symbiosis

Apple And Perplexity
Apple executives held internal talks about buying Perplexity, Bloomberg News reports

When I first threw the number 100B, if Apple was already looking at Perplexity, it sure was not in the news. Now it is. But my number even then was a floor. 200B is more like it. Why? And it will still be cheap for Apple. Because Apple will lose 200B in market value in a year if it does not do the deal. So they will be getting Perplexity for free, essentially, even at 200B.

Size does not matter. Apple is on its way to irrelevance in five years if it does not merge with Perplexity. This is not a buying. This is a merger. "Giving Siri a brain," like Faraz puts it. I'd put it more bluntly. This is giving Apple a brain. I myself have mused if Tim Cook is the Steve Ballmer of Apple. He is, objectively speaking. Steve Ballmer missed the whole mobile thing. Except AI is more fundamental than the Internet itself. A better analogy would be Apple is the New York Times and it is refusing to get a website. Print papers all the way.

Tim Cook is an amazing COO, a legendary logistics guy. We all have our strengths. But imagination and creativity don't seem to be his things. Whereas Aravind's very demeanor is liquid.

Apple executives held internal talks about buying Perplexity, Bloomberg News reports

June 10: The Slow Descent of Apple: Missing the AI Wave Like Microsoft Missed Mobile

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Liquid Computing: The Future of Human-Tech Symbiosis
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Why Aravind Srinivas Should Stay at Perplexity: The Path to a Trillion-Dollar Valuation
CEO Material For Apple: A Sundar, A Satya: Aravind Srinivas
Is Tim Cook the Steve Ballmer of Apple? A Cautionary Tale of Missed Tech Waves

Liquid Computing: The Future of Human-Tech Symbiosis
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The iPad Is Not Enough: Designing the Ultimate AI Device for the Liquid Computing Era

In the age of Liquid Computing—when digital tools dissolve into our lives, flowing through tasks and conversations rather than fixed apps and screens—the way we work, read, and think is transforming. The old metaphors of desktop, file, and window are already relics. What’s coming next is far more fluid, far more human.

Imagine this: you're looking at your iPad. You get an email. You don’t open it. You just say, “Summarize that for me and read it out.” And it does. Better yet, it doesn’t just summarize—it knows what you care about, flags what matters, and stores the rest. You ask, “Do I need to reply?” It knows. You dictate a quick response, approve it with a voice gesture, and move on.

This isn’t science fiction. The hardware is already here—iPad, AirPods, Watch, maybe even the Vision Pro. Apple has all the pieces. But they’re missing the AI sauce.

We don’t need another screen. We need a conversation layer. Work can now be a conversation. That’s the revolution.

So what is the real device of the Liquid Computing era?

It’s not the iPad. It’s not a laptop. It’s not even a phone.

It’s something new.

A voice-first, AI-native assistant.
Think:

  • An earbud that listens and responds contextually.

  • A pin on your chest that senses your environment and quietly interacts.

  • A tablet you can still touch, but don’t have to.

The real magic isn’t in the screen—it’s in the interaction model. Natural language, proactive anticipation, real-time summarization, cross-app cognition. You don’t click between apps anymore. You just talk to your AI. You ask. You get answers. You command. It executes. You flow.

And yet, Apple—the company with the hardware muscle, the OS ecosystem, and the silicon advantage—lags behind. They’ve got the ingredients but not the recipe. The intelligence layer is missing. Without it, their ecosystem feels like a glorified calculator with a better camera.

The future will belong to whoever nails this formula:

  • Context-aware AI that lives across devices.

  • Voice-first interface that reduces cognitive load.

  • Personalized memory, helping you work without working.

This device won’t ask you to think like a machine. It will meet you as you are, in conversation, on the go, everywhere. That’s Liquid Computing.

The iPad is not enough. The real superpower is ambient AI that thinks, listens, and speaks—as your co-pilot, not your tool.

And someone—Apple, OpenAI, or a startup we haven’t yet heard of—is going to build it. When they do, work will never be the same again. 






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