About this episode

Sasha Orloff and Jeff Grimes discuss the evolution of search technology in finance and the impact of AI on financial analysis.

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. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://notion.com/startups/puzzle⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Puzzle 📈 No more waiting for month's end. No more manual reconciliations, just financials that keep up with you. Puzzle is leading a new movement with…

People in this episode

Host: Sasha Orloff

Guest: Jeff Grimes

Topics covered

• AI in finance
• financial analysis
• search evolution
• legacy platforms
• data verification
• automation

Keywords

• AI-native analyst
• financial technology
• data accuracy
• auditability-first
• action engine
• financial platforms

Sponsors

Notion, Puzzle

Mentioned in this episode

Organizations: Perplexity, Bloomberg Terminal

Places: SEC

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