Aravind Srinivas: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI

20VC

Jun 15, 2026

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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.

In Today's Show We Discuss:
  • "Perplexity Changed Google More Than Any PM Ever Has"

  • Why Search Is Not the Future of AI

  • The Most Important Insight in AI: The Model Is NOT The Product

  • Why AI Agents Will Become Bigger Than Google Search

  • AI Will Design Chips, Discover Drugs & Cure Diseases

  • The Secret to Building a 24/7 AI Agent

  • Aravind's Wild Prediction: Micron Could Become More Valuable Than Meta

  • Why Power Will Be The Biggest Bottleneck In AI For The Next Decade

  • Have U.S. Export Controls Accidentally Made China Stronger?

  • Why Dario Amodei's AI Doom Narrative Is Wrong

  • Why Token Budgets are Total BS and Useless

  • When Agent Traffic Surpasses Human Traffic, What Happens To The Internet?

  • SpaceX, OpenAI & Anthropic IPOs: Is There Enough Capital For All Three?

  • What Elon Musk Is Really Like Behind Closed Doors

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