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Chronicles

The story behind the story

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Sources: Samsung is nearing a deal to invest in Perplexity, preload Perplexity's app on Samsung devices, add Perplexity search to Samsung's browser, and more

The two companies are in talks to preload Perplexity's app and assistant on upcoming Samsung devices and integrate …

Bloomberg Mark Gurman

Context & Ripple Effects

This report advances a path first surfaced in April discussions to bring Perplexity onto Samsung devices. It adds a possible equity stake and browser-search placement to the previously reported device integration, tying distribution more closely to Samsung's product strategy.

Later coverage of planned Perplexity access within Galaxy AI on the S26 shows how a preload arrangement could develop into a more deeply embedded assistant experience rather than remain a standalone app placement.

First-order effects

  • If completed, the arrangement would give Perplexity prominent distribution across Samsung devices and a search entry point in Samsung's browser, while Samsung would gain another assistant and search option for its software stack.
  • A Samsung investment would align the companies financially as well as commercially, giving Perplexity a handset partner with an incentive to support adoption.

Second-order effects

  • The deal would raise the value of OEM distribution for AI-assistant providers: competing services would need to pursue comparable device, browser, or operating-system placement rather than rely solely on direct app downloads.
  • Samsung-device access would complement SK Telecom's earlier Perplexity offer, extending Perplexity's distribution across both carrier and handset channels.

Third-order effects

  • If similar arrangements proliferate, device makers could become increasingly important gatekeepers for AI search and assistants, controlling the defaults, launch surfaces, and integrations that shape usage.
  • Samsung's later openness to cooperation with more AI groups suggests a potential multi-provider model: OEMs may use partnerships and investments to assemble assistant capabilities rather than commit to a single provider.

The trend: AI assistants are moving from downloadable apps toward OEM-controlled default surfaces, with investment, browser placement, and system integration increasingly bundled together.

Discussion

  • @emilprotalinski Emil Protalinski on bluesky
    If Perplexity doesn't pay Samsung billions to get preloaded on its phones but instead gets Samsung to invest, Samsung needs to fire its management.  [embedded post]
  • @maxwinebach Max Weinbach on x
    It feels like perplexity becomes the company everyone wants to work at, not because of their IP or user base, but because it may be a Google competitor and they want leverage over Google But Perplexity IP is all embedding and knowledge retrieval! Gotta focus on that!
  • @markgurman Mark Gurman on x
    NEW: Samsung is nearing wide-ranging deal with Perplexity on an investment and deep integration into devices, Bixby assistant and web browser, I'm told. Arch-rival Apple has been interesting in working with Perplexity as well. Details here — https://www.bloomberg.com/...
  • r/Android r on reddit
    Samsung Nears Wide-Ranging Deal With Perplexity for AI Features