Oh, gotcha. I thought it was Perplexity themselves reporting about Google's earnings or something.

Like how much of it is actually the "AI" part of the business for a start?

I would think that no matter what the percentage of AI in the revenue is - mankind keeps automating their work via software. And so far, we automated only very little. We probably can keep increasing it at 30% pa for 10 years. That would mean we just automate 14x more than we do now. In 10 years, that seems not even fast to me.