WEBVTT

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There is a trap that almost everyone falls into

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when they first start using these modern AI tools.

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I find myself doing it, even though I know better.

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It's the Google plus chat GPT trap. You treat

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the search bar like a slot machine. You pull

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the lever, you type in a generic question, and

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you just sort of hope the algorithm spits out

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gold. Right. It's the pull and pray method. Exactly.

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It's passive. And honestly, it is how we have

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been trained to use the Internet for 20 years.

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But according to the research we are looking

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at today, if that is how you are using perplexity

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AI, you are effectively driving a Ferrari in

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first gear. You are utilizing maybe. 10 of its

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actual power which is wild because the other

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90 isn't just about getting slightly smarter

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answers yeah it's about changing the fundamental

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relationship you have with the tool yeah it stops

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being a search engine you visit and starts becoming

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a research system that you design that is the

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phrase that stuck out to me intentional system

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design so welcome to the deep dive today we are

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unpacking precision research we're going to look

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at how to master the advanced workflows of perplexity

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ai and we are moving past the basics here Know

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how to sign up tutorials. This is for the person

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who wants to go from casual user to power user.

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We have a roadmap for this conversation. We are

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going to cover five specific shifts in workflow.

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First, we'll talk about controlling where the

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AI looks using search operators. Second, we'll

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look at automating the busy work with slash commands

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and recurring tasks. Which is a massive time

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saver for anyone who hates repetitive typing.

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Third, we'll discuss building a persistent brain

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using spaces. Fourth, selecting the right mode

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and model for the specific job because they aren't

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all the same. And finally, we'll get into advanced

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prompting techniques like chaining and perspectives.

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It's a full stack for information processing.

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It is. So let's start with the first concept,

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the art of constraint. The source material makes

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a point here that feels counterintuitive. It

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says that quality gains don't come from expanding

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your search, but from limiting it. Yeah. This

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is the biggest mental hurdle. We are trained

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to think that big data means more data. If I

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ask a question, I want the AI to scour the entire

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Internet, right? Why wouldn't I? Theoretically,

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yes. More sources should equal a better answer.

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But practically, no. Because the Internet is

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noisy. It is a dumpster fire of conflicting information.

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If you ask a technical question, let's say you're

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trying to figure out a specific nuance in a Python

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library or a tax law change, and you let the

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AI look everywhere. What happens? It pulls from

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everywhere. It stitches together an answer from

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the official documentation, sure. But it also

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pulls from three angry Reddit threads from 2019,

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a marketing blog trying to sell you a course,

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and maybe a YouTube comment section. It flattens

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the hierarchy of truth. A random comment weighs

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as much as the documentation. Exactly. It creates

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a Frankenstein answer. It might be plausible,

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but it's not precise. So the source highlights

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the power of the site operator. This is the most

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useful tool in your kit. Walk us through that.

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How does it work in practice? It's incredibly

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simple. You type your query, and then you add

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site, followed by the domain you trust. So site

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.nasa .gov or site .apple .com. So you're forcing

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the AI to web blinders. You're forcing it to

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ignore the noise. Let's say you want to understand

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how the new Stripe API handles recurring billing.

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If you just ask perplexity, you'll get a mix

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of opinions. But if you type your question and

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add site .docs .stripe .com, you are guaranteeing

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that the answer isn't coming from a confused

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developer on a forum. It eliminates opinions.

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We usually think more data is better, but here,

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less is actually more. Why is exclusion so powerful

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in this context? Because exclusion removes the

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noise. forcing the AI to focus only on trusted

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truth. The source also mentions time -based operators

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after and before. I usually ignore these in Google

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searches. Why are they critical here? Because

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of how fast the world moves, especially in tech

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or news. If you ask about the best open source

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LLM right now. And perplexity pulls an article

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from November 2023. That answer is worse than

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useless. It's actively misleading. The field

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moves too fast. Exactly. By adding after plot

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2024, you ensure freshness. You aren't reading

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history. You're reading news. And my personal

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favorite from the deep dive, filetype .pdf. Ah,

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the academic filter. It's the anti -SEO filter.

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If you want deep research on a medical topic

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or economic trends, you don't want the top 10

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Google results. Those are all SEO optimized marketing

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fluff. You want white papers. You want government

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filings. Adding filetype .pdf tells Perplexity,

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don't show me the blog posts. Show me the receipts.

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That brings us to our second segment, systemizing

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the workflow. This is about moving from a one

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-off tool to a daily assistant. Right. The goal

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is to stop typing the same things over and over

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again. The source talks about slash commands.

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Now, for people who use tools like Slack or Notion,

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this might feel familiar. But how does it apply

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to a search engine? Think of slash commands as

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saved prompt templates. We all have those tasks

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we do repeatedly. Maybe you take messy notes

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and you always want them formatted into a clean,

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bulleted list. Or you take a complex article

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and you always want a three -sentence summary.

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Right. And usually I type out, please take this

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text and summarize it into three sentences every

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single time. Exactly. And if you're tired, maybe

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you forget to say three sentences or you forget

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to say keep it professional. The output becomes

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inconsistent. With the slash command, you save

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that instruction once. You call it summary. So

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I just type slash summary. You type in the box,

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pick summary, paste your text, and hit enter.

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It executes the exact same prompt structure every

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time. It guarantees consistency. It removes the

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cognitive load of having to manage the AI. You

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just trigger the workflow. I have to admit, I

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still type the same prompt structure manually

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every morning. I haven't automated my own habits

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yet. It feels like one of those things where

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you know you should do it, but you just keep

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doing it the hard way because it feels faster

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in the moment. It's a classic, I'm too busy chopping

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wood to sharpen the axe problem. But the source

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points out that slash commands are currently

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a web and desktop feature. But once you set them

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up, it saves hours over a month. But slash commands

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still require you to be there typing. The source

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mentions a pro feature called recurring tasks.

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This sounded fascinating. This is where we cross

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the line from tool to agent. A recurring task

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is a search that runs itself. Without me. Completely

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without you. Yeah. Let's say you need to track

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a competitor's pricing or you want to know if

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there's any new news about a specific stock.

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You set up a prompt, you tell perplexity, run

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this every day at 8 a .m., and you walk away.

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So I don't open the app. No. You wake up, you

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check your notifications, and the briefing is

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there. It shifts to the dynamic. You aren't checking

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for updates. You are receiving them. So this

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essentially turns the AI from a tool you pick

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up into a worker that clocks in for you. Exactly.

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It works in the background, so you wake up to

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answers, not empty search bars. Let's move to

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the third segment. This is about memory and context.

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The source calls this spaces. This solves the

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amnesia problem. The amnesia problem. Standard

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AI chats are ephemeral. You have a great conversation,

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you close the tab, and it's gone. Or it's buried

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in history. If you start a new chat, the AI has

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forgotten everything you just discussed. It doesn't

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know who you are or what you're working on. So

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how do spaces fix that? A space is a container.

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It's a persistent environment. You can create

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a space called Project Alpha or Marketing Strategy.

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And here is the killer feature, knowledge injection.

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Knowledge injection? Sounds sci -fi? It kind

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of is. You can upload files, PDFs, spreadsheets,

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massive internal documents into that space. Right.

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And you can tell perplexity. Everything in this

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space must reference these files. So if I upload

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my company's brand guidelines into a space and

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then I ask it to write a blog post inside that

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space. It'll write that blog post using your

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brand voice, adhering to your guidelines without

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you having to remind it. It remembers. The source

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also mentioned something about isolation. This

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is huge for enterprise or deep research. You

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can toggle a setting in a space that says no

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web. No web, but it's a search engine. But sometimes

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you don't want the web. If you are analyzing

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confidential internal financial reports, you

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don't want the AI hallucinating numbers from

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a Yahoo Finance article. You want to look only

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at the files you uploaded. By turning off the

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web, you force it to ground its reality entirely

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in your data. Whoa. Imagine the scale of that.

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You're basically building a custom brain that

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only knows what you want it to know. You strip

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away the rest of the world and just focus on

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your signal. That's the power. It becomes a personalized

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knowledge base that actually remembers your specific

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context. Does this change the relationship with

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the AI from a search engine to something else?

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Yes, it becomes a personalized knowledge base

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that actually remembers your specific context.

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We have so much more to cover, including the

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different brains you can swap in and out and

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the Socratic method of prompting. But first,

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a quick break. We are back. We're deep diving

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into precision research with Perplexity AI. We've

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covered operators, automation, and spaces. Now

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let's talk about the engine under the hood, or

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rather, the engines. Right. This is segment four,

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the brains and the modes. The source makes a

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distinction here that I think confuses a lot

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of people. Perplexity isn't one single AI model.

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It's a wrapper. It's an interface layer. Underneath,

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you can actually choose which brain is doing

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the thinking. And this is critical because different

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models have different personalities. Let's run

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through them. What are the options and when should

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we use them? So you have the default model. It's

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balanced. It's fast. It's great for 80 % of things.

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But then you have Claude. From Anthropic. Right.

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Claude is generally calmer. more structured,

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and significantly better at writing. If you want

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a blog post or a nuanced explanation, you switch

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the model to Claude. And Gemini. That's Google's

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model. It shines with mixed inputs if you're

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analyzing images or need fast multimodal processing.

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And then, of course, GPT -4 from OpenAI. GPT

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is the logician. If you have a complex reasoning

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problem, a math puzzle, or a coding task, GPT

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tends to be better at following step -by -step

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instructions without getting creative in the

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wrong way. the source suggests a testing method

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for this yeah and it's something everyone should

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do at least once take a complex prompt run it

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through the default model then switch to quad

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and run the exact same prompt then gpt the answers

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will be different not just in style but in substance

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you'll start to develop an intuition for which

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brain fits your problem now alongside the model

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there is the mode the mode is the method how

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does the ai go about finding the answer The source

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lists three main ones. Search, research, and

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labs. Search mode is what we're used to. Speed

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over depth. What is the capital of France? Who

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won the game last night? It grabs a few sources,

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synthesizes them. Boom. Done in seconds. But

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then there is research mode. The source calls

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this the powerhouse. Research mode is fascinating.

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It's slower by design. When you ask a question

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in research mode, perplexity doesn't just answer

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it. It breaks your question down into sub -questions.

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Can you give us an example? Sure. If you ask,

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what is the impact of the new tax law on small

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businesses? In search mode, it finds a summary.

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In research mode, it acts like a project manager.

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It says, OK, I need to look up the tax law text.

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I need to look up analysis for retail businesses.

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I need to look up analysis for tech startups.

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I need to look at projected economic impacts.

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It runs four or five parallel searches, reads

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10 or 20 sources, and then writes a comprehensive

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report. So it synthesizes. It synthesizes. Yeah.

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It's for when you need a report, not just a fact.

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Labs is for artifacts. If you need it to write

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code, generate a chart, or create a specific

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document structure, labs acts more like an agent

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developer. It seems most frustration comes from

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asking a logic model to do creative work, or

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vice versa. How do we build the intuition for

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which to pick? Trial and error. Test the same

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prompt on two models. The winner becomes your

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default for that task. Let's move to our final

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segment, advanced reasoning. This is where we

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stop looking at features and start looking at

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how we talk to the machine. The source discusses

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chaining. This is the antidote to the God prompt.

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The God prompt. You know, the one you try to

00:12:21.340 --> 00:12:24.240
cram everything into one massive paragraph. Please

00:12:24.240 --> 00:12:26.299
explain quantum physics compared to string theory.

00:12:26.480 --> 00:12:28.600
Tell me which one is better for a sci -fi novel

00:12:28.600 --> 00:12:31.179
and write the opening chapter. Guilty. We all

00:12:31.179 --> 00:12:34.159
are. But the AI gets overwhelmed. It tried to

00:12:34.159 --> 00:12:35.899
do everything at once and gives you a shallow

00:12:35.899 --> 00:12:38.419
version of everything. Chaining is about breaking

00:12:38.419 --> 00:12:41.259
it down into a conversation. Step one, clarify.

00:12:41.799 --> 00:12:44.320
What are the main theories of quantum physics?

00:12:44.620 --> 00:12:47.899
Get the landscape. Step two, go deeper. Explain

00:12:47.899 --> 00:12:50.879
string theory in detail. Step three, compare.

00:12:51.320 --> 00:12:53.799
Create a table comparing quantum loop gravity

00:12:53.799 --> 00:12:57.820
and string theory. Step four, apply, which offers

00:12:57.820 --> 00:13:00.100
better plot devices for a time travel story.

00:13:00.419 --> 00:13:02.799
By the time you get to step four. The AI has

00:13:02.799 --> 00:13:05.200
all the context from steps one, two, and three.

00:13:05.559 --> 00:13:08.360
You aren't asking it to guess. You've built a

00:13:08.360 --> 00:13:10.570
foundation of facts together. The reasoning becomes

00:13:10.570 --> 00:13:12.490
much sharper because you forced it to show its

00:13:12.490 --> 00:13:14.690
work along the way. The source also mentions

00:13:14.690 --> 00:13:16.929
perspective prompts. This is a simple trick,

00:13:16.929 --> 00:13:19.610
but effective. Default AI answers are neutral.

00:13:19.809 --> 00:13:22.149
They try to be objective, which often means bland.

00:13:22.389 --> 00:13:24.070
On the one hand, on the other hand. Exactly.

00:13:24.210 --> 00:13:26.509
But if you say, answer this as a cynical SaaS

00:13:26.509 --> 00:13:28.830
founder or answer this as a cautious academic

00:13:28.830 --> 00:13:31.769
researcher, the output changes completely. How

00:13:31.769 --> 00:13:34.669
so? The SaaS founder will prioritize speed, profit,

00:13:34.870 --> 00:13:37.549
and growth. The academic will prioritize accuracy,

00:13:37.950 --> 00:13:40.320
citations, and caveats. The facts might be the

00:13:40.320 --> 00:13:42.580
same, but the wisdom is different. You get to

00:13:42.580 --> 00:13:45.259
view the data through a specific lens. Finally,

00:13:45.279 --> 00:13:47.799
there's a mention of Notebook LM as a companion

00:13:47.799 --> 00:13:50.379
tool. We've talked about Notebook LM on other

00:13:50.379 --> 00:13:53.840
deep dives, but how does it fit here? Perplexity

00:13:53.840 --> 00:13:56.460
is for hunting. It's for finding the information.

00:13:57.480 --> 00:14:00.179
Notebook LM is for gathering. You don't want

00:14:00.179 --> 00:14:02.500
to lose that great research you just did. So

00:14:02.500 --> 00:14:05.620
the workflow is hunt in perplexity, find the

00:14:05.620 --> 00:14:07.879
gold nuggets, and copy -paste them into Notebook

00:14:07.879 --> 00:14:10.200
LM. That becomes your permanent library that

00:14:10.200 --> 00:14:12.840
you can query later. This reminds me of the Socratic

00:14:12.840 --> 00:14:15.159
method. We aren't just demanding answers. We

00:14:15.159 --> 00:14:17.259
are teaching it how to think about the problem.

00:14:17.500 --> 00:14:19.500
Right. You're building a ladder of logic, stepping

00:14:19.500 --> 00:14:22.019
up from facts to wisdom. So we've covered a lot

00:14:22.019 --> 00:14:23.840
of ground today. Let's try to pull this all together

00:14:23.840 --> 00:14:27.039
in a Big Idea recap. Sure. The big idea is that

00:14:27.039 --> 00:14:29.279
perplexity is not just a better Google. It is

00:14:29.279 --> 00:14:31.519
a research engine that requires a pilot. If we

00:14:31.519 --> 00:14:34.399
break it down to the key takeaways. First, constraints.

00:14:35.500 --> 00:14:39.090
Use operators like sight. And after, to filter

00:14:39.090 --> 00:14:41.230
out the garbage. Quality comes from exclusion.

00:14:41.610 --> 00:14:45.049
Second, automation. Use slash commands for templates

00:14:45.049 --> 00:14:47.269
and recurring tasks for things that happen on

00:14:47.269 --> 00:14:49.710
a schedule. Make the machine work for you. Third,

00:14:49.929 --> 00:14:53.590
context. Use spaces to ground the AI in your

00:14:53.590 --> 00:14:56.429
own data and files. Give it a memory. Fourth,

00:14:56.669 --> 00:14:59.769
selection. Be intentional about the model, Claude

00:14:59.769 --> 00:15:02.809
versus GPT, and the mode, search versus research.

00:15:03.570 --> 00:15:06.639
Don't use a hammer to turn a screw. And finally,

00:15:06.799 --> 00:15:09.740
reasoning. Chain your questions. Don't ask for

00:15:09.740 --> 00:15:12.580
miracles in one prompt. Guide the thinking process.

00:15:13.200 --> 00:15:15.399
The source ends with a really provocative thought.

00:15:15.519 --> 00:15:17.879
It says that once you master these tools, the

00:15:17.879 --> 00:15:20.279
AI stops feeling impressive and starts feeling

00:15:20.279 --> 00:15:22.759
reliable. I love that. It implies that the wow

00:15:22.759 --> 00:15:25.340
factor is actually a distraction. It is. When

00:15:25.340 --> 00:15:28.059
technology is new. We want to be dazzled. Oh,

00:15:28.100 --> 00:15:29.940
look, it wrote a poem. But when you're actually

00:15:29.940 --> 00:15:31.940
working, you don't want to be dazzled. You want

00:15:31.940 --> 00:15:34.580
to be supported. You want the tool to disappear.

00:15:35.019 --> 00:15:37.399
Reliability is boring. Reliability is boring.

00:15:37.480 --> 00:15:40.460
And boring is productive. If you use these workflows,

00:15:40.659 --> 00:15:42.799
if you set up the tasks, if you build the spaces,

00:15:43.200 --> 00:15:46.019
perplexity becomes like electricity. You don't

00:15:46.019 --> 00:15:48.179
marvel at the light switch. You just expect the

00:15:48.179 --> 00:15:50.779
light to turn on. That is where we want to get

00:15:50.779 --> 00:15:53.100
to. That is the goal, to reach a point where

00:15:53.100 --> 00:15:55.059
you just have the knowledge you need when you

00:15:55.059 --> 00:15:57.059
need it. Thank you for listening to this deep

00:15:57.059 --> 00:16:00.159
dive. Go try out a recurring task this week.

00:16:00.440 --> 00:16:02.919
See if you can automate just one piece of your

00:16:02.919 --> 00:16:04.940
daily curiosity. It's worth it. We'll see you

00:16:04.940 --> 00:16:05.299
next time.
