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S5 Ep. 3 - Your browser will be the next tech empire
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Read more here: https://www.linkedin.com/pulse/your-browser-next-tech-empire-giulio-ranucci-eiwcf/?trackingId=rYV2Kq0ISE2P9dPo%2Bcr%2BUg%3D%3D
For nearly two decades, the web browser has been the most stagnant piece of consumer software in tech. We upgraded from Internet Explorer to Chrome, from Safari to Firefox, but the fundamental experience never changed: open a window, type a URL, click around. A tab here, an incognito mode there. Billions of people settled into a browser inertia the quiet assumption is that the browser is a solved problem. Recently this assumption died. A new browser battle started. But unlike the 2000s, this one isn’t being fought over rendering engines, tab management, or JavaScript benchmarks.
In a time were LLMs are still struggling to define a solid business case (recent MIT report), AI tools are pushing to integrate browser experience as a necessity since now the user must visit a website or an app to use the single LLM. Three players are racing to define what the next decade of internet interaction will look like:
What’s coming isn’t search glued onto a sidebar. It’s a redefinition of what the browser is. Why this moment matters AI’s models already do what traditional browsers never could like execute code, call APIs, analyze documents, interpret and generate images and videos and take actions across the web. The moment these capabilities are bundled inside the browser itself, the browser stops being a vessel and becomes an agentic workspace a place where your assistant doesn’t just answer questions, but acts on your behalf. Imagine planning a trip without hopping across ten different websites. Your assistant can compare flights, book an hotel, optimize the itinerary and store receipts all in one flow. Or researching a vendor: it can scrape pricing pages, compare features, analyze reviews, and draft an RFP email. Not a suggestion engine. A digital analyst. If Chrome is a highway, AI-native browsers are self-driving vehicles. The Chrome Problem: built fast not built smart Chrome is still the global behemoth, a browser (73% market share) with billions of users and an ecosystem of extensions as large as some app stores. But its architecture is a liability in an intelligence-first era. Chrome was engineered as a fast, extensible shell. Everything smart is bolted on from the outside: plugins, sidebars, extensions or Google Search itself and it's still the dominante player on field.
If OpenAI, Perplexity, or The Browser Company create a browser where intelligence isn’t an accessory but the foundation, Chrome enters dangerous territory. If search, navigation, and execution all merge into one AI-native interface, Google’s grip on the value chain begins to loosen. Because why “search” when your browser can do? ChatGPT remains the gravitational centre of AI chat, but the shape of the universe is shifting, while Gemini offers reach, Perplexity offers depth, Claude (Anthropic) owns the dev crowd and DeepSeek proves lightning can strike outside Silicon Valley. None of this means OpenAI’s rumored browser will dethrone Chrome overnight. Uphill Battle: Has Google Already Won? Chrome commands roughly 3 billion users. Google is rapidly folding its Gemini models into Chrome and Search. And According to SimilarWeb, Google’s generative AI traffic share is rising not falling at OpenAI’s expense. For all its innovation, OpenAI is still the insurgent. Google built not just the browser but the ecosystem, the distribution, and the default pathways that billions take every day. The recently anounched Atlas (OpenAI’s browser) might electrify the tech world. But excitement doesn’t equal dominance. If AI is a race, Google didn’t just get a head start. Google built the stadium.
Why browsing is bigger than search At first glance, this looks like a battle over who can summarize a webpage better. But that misses the point entirely. Like Napster for music, Uber for rides or Whatsapp for texting, this is not a challenge about search it’s about user experience. We are witnessing the browser’s transformation from a passive window into an active participant a system that understands your task, predicts your next step, executes actions across apps bridging workflows between websites. For decades, the browser was the hallway that led to your digital tools. Now, the hallway is becoming the entire workspace. Browser as the new Operating System Consider the broader ecosystem, AI agents operate inside enterprise dashboards, automated finance agents reconcile invoices, HR agents fill forms in workday or SAP, customer care agents and many others. Today, these agents hack their way through the browser. Tomorrow, the browser will be built for them. The AI browser becomes the base layer for agentic automation not just for consumers, but for global enterprises. In this model, the browser is no longer the gateway to the web, it's the operating system and holds all our precious data.
The next empire: Agentic Internet
Original browsers battle were about rendering speed. The second era was about cloud integration. The third was about mobile-first design. The fourth, the one unfolding right now, is about intelligence. Winners won’t simply shape how we browse. They’ll shape how we work, how we learn, how we automate, and how we interact with the global economy. The stakes are not tabs or search bars. The stakes are the future of digital itself. And still after twenty years, browsers are still one of the most exciting battleground in technology and the best is yet to come.
Giulio Ranucci
SUBSCRIBE
Read more here: https://www.linkedin.com/pulse/your-browser-next-tech-empire-giulio-ranucci-eiwcf/?trackingId=rYV2Kq0ISE2P9dPo%2Bcr%2BUg%3D%3D
For nearly two decades, the web browser has been the most stagnant piece of consumer software in tech. We upgraded from Internet Explorer to Chrome, from Safari to Firefox, but the fundamental experience never changed: open a window, type a URL, click around. A tab here, an incognito mode there. Billions of people settled into a browser inertia the quiet assumption is that the browser is a solved problem. Recently this assumption died. A new browser battle started. But unlike the 2000s, this one isn’t being fought over rendering engines, tab management, or JavaScript benchmarks.
In a time were LLMs are still struggling to define a solid business case (recent MIT report), AI tools are pushing to integrate browser experience as a necessity since now the user must visit a website or an app to use the single LLM. Three players are racing to define what the next decade of internet interaction will look like:
- Perplexity launched Comet, a browser with an AI researcher built directly into the interface.
- The Browser Company, known for the cult-favorite Arc, pivoted to Dia its vision for a fully “AI-native” browsing experience.
- OpenAI, with nearly a billion ChatGPT users, recently lunched Atlas its own AI browser, deeply integrated with its agents and multimodal models.
What’s coming isn’t search glued onto a sidebar. It’s a redefinition of what the browser is. Why this moment matters AI’s models already do what traditional browsers never could like execute code, call APIs, analyze documents, interpret and generate images and videos and take actions across the web. The moment these capabilities are bundled inside the browser itself, the browser stops being a vessel and becomes an agentic workspace a place where your assistant doesn’t just answer questions, but acts on your behalf. Imagine planning a trip without hopping across ten different websites. Your assistant can compare flights, book an hotel, optimize the itinerary and store receipts all in one flow. Or researching a vendor: it can scrape pricing pages, compare features, analyze reviews, and draft an RFP email. Not a suggestion engine. A digital analyst. If Chrome is a highway, AI-native browsers are self-driving vehicles. The Chrome Problem: built fast not built smart Chrome is still the global behemoth, a browser (73% market share) with billions of users and an ecosystem of extensions as large as some app stores. But its architecture is a liability in an intelligence-first era. Chrome was engineered as a fast, extensible shell. Everything smart is bolted on from the outside: plugins, sidebars, extensions or Google Search itself and it's still the dominante player on field.
If OpenAI, Perplexity, or The Browser Company create a browser where intelligence isn’t an accessory but the foundation, Chrome enters dangerous territory. If search, navigation, and execution all merge into one AI-native interface, Google’s grip on the value chain begins to loosen. Because why “search” when your browser can do? ChatGPT remains the gravitational centre of AI chat, but the shape of the universe is shifting, while Gemini offers reach, Perplexity offers depth, Claude (Anthropic) owns the dev crowd and DeepSeek proves lightning can strike outside Silicon Valley. None of this means OpenAI’s rumored browser will dethrone Chrome overnight. Uphill Battle: Has Google Already Won? Chrome commands roughly 3 billion users. Google is rapidly folding its Gemini models into Chrome and Search. And According to SimilarWeb, Google’s generative AI traffic share is rising not falling at OpenAI’s expense. For all its innovation, OpenAI is still the insurgent. Google built not just the browser but the ecosystem, the distribution, and the default pathways that billions take every day. The recently anounched Atlas (OpenAI’s browser) might electrify the tech world. But excitement doesn’t equal dominance. If AI is a race, Google didn’t just get a head start. Google built the stadium.
Why browsing is bigger than search At first glance, this looks like a battle over who can summarize a webpage better. But that misses the point entirely. Like Napster for music, Uber for rides or Whatsapp for texting, this is not a challenge about search it’s about user experience. We are witnessing the browser’s transformation from a passive window into an active participant a system that understands your task, predicts your next step, executes actions across apps bridging workflows between websites. For decades, the browser was the hallway that led to your digital tools. Now, the hallway is becoming the entire workspace. Browser as the new Operating System Consider the broader ecosystem, AI agents operate inside enterprise dashboards, automated finance agents reconcile invoices, HR agents fill forms in workday or SAP, customer care agents and many others. Today, these agents hack their way through the browser. Tomorrow, the browser will be built for them. The AI browser becomes the base layer for agentic automation not just for consumers, but for global enterprises. In this model, the browser is no longer the gateway to the web, it's the operating system and holds all our precious data.
The next empire: Agentic Internet
Original browsers battle were about rendering speed. The second era was about cloud integration. The third was about mobile-first design. The fourth, the one unfolding right now, is about intelligence. Winners won’t simply shape how we browse. They’ll shape how we work, how we learn, how we automate, and how we interact with the global economy. The stakes are not tabs or search bars. The stakes are the future of digital itself. And still after twenty years, browsers are still one of the most exciting battleground in technology and the best is yet to come.
Giulio Ranucci
SUBSCRIBE
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By Giulio RanucciSUBCRIBE
Read more here: https://www.linkedin.com/pulse/your-browser-next-tech-empire-giulio-ranucci-eiwcf/?trackingId=rYV2Kq0ISE2P9dPo%2Bcr%2BUg%3D%3D
For nearly two decades, the web browser has been the most stagnant piece of consumer software in tech. We upgraded from Internet Explorer to Chrome, from Safari to Firefox, but the fundamental experience never changed: open a window, type a URL, click around. A tab here, an incognito mode there. Billions of people settled into a browser inertia the quiet assumption is that the browser is a solved problem. Recently this assumption died. A new browser battle started. But unlike the 2000s, this one isn’t being fought over rendering engines, tab management, or JavaScript benchmarks.
In a time were LLMs are still struggling to define a solid business case (recent MIT report), AI tools are pushing to integrate browser experience as a necessity since now the user must visit a website or an app to use the single LLM. Three players are racing to define what the next decade of internet interaction will look like:
What’s coming isn’t search glued onto a sidebar. It’s a redefinition of what the browser is. Why this moment matters AI’s models already do what traditional browsers never could like execute code, call APIs, analyze documents, interpret and generate images and videos and take actions across the web. The moment these capabilities are bundled inside the browser itself, the browser stops being a vessel and becomes an agentic workspace a place where your assistant doesn’t just answer questions, but acts on your behalf. Imagine planning a trip without hopping across ten different websites. Your assistant can compare flights, book an hotel, optimize the itinerary and store receipts all in one flow. Or researching a vendor: it can scrape pricing pages, compare features, analyze reviews, and draft an RFP email. Not a suggestion engine. A digital analyst. If Chrome is a highway, AI-native browsers are self-driving vehicles. The Chrome Problem: built fast not built smart Chrome is still the global behemoth, a browser (73% market share) with billions of users and an ecosystem of extensions as large as some app stores. But its architecture is a liability in an intelligence-first era. Chrome was engineered as a fast, extensible shell. Everything smart is bolted on from the outside: plugins, sidebars, extensions or Google Search itself and it's still the dominante player on field.
If OpenAI, Perplexity, or The Browser Company create a browser where intelligence isn’t an accessory but the foundation, Chrome enters dangerous territory. If search, navigation, and execution all merge into one AI-native interface, Google’s grip on the value chain begins to loosen. Because why “search” when your browser can do? ChatGPT remains the gravitational centre of AI chat, but the shape of the universe is shifting, while Gemini offers reach, Perplexity offers depth, Claude (Anthropic) owns the dev crowd and DeepSeek proves lightning can strike outside Silicon Valley. None of this means OpenAI’s rumored browser will dethrone Chrome overnight. Uphill Battle: Has Google Already Won? Chrome commands roughly 3 billion users. Google is rapidly folding its Gemini models into Chrome and Search. And According to SimilarWeb, Google’s generative AI traffic share is rising not falling at OpenAI’s expense. For all its innovation, OpenAI is still the insurgent. Google built not just the browser but the ecosystem, the distribution, and the default pathways that billions take every day. The recently anounched Atlas (OpenAI’s browser) might electrify the tech world. But excitement doesn’t equal dominance. If AI is a race, Google didn’t just get a head start. Google built the stadium.
Why browsing is bigger than search At first glance, this looks like a battle over who can summarize a webpage better. But that misses the point entirely. Like Napster for music, Uber for rides or Whatsapp for texting, this is not a challenge about search it’s about user experience. We are witnessing the browser’s transformation from a passive window into an active participant a system that understands your task, predicts your next step, executes actions across apps bridging workflows between websites. For decades, the browser was the hallway that led to your digital tools. Now, the hallway is becoming the entire workspace. Browser as the new Operating System Consider the broader ecosystem, AI agents operate inside enterprise dashboards, automated finance agents reconcile invoices, HR agents fill forms in workday or SAP, customer care agents and many others. Today, these agents hack their way through the browser. Tomorrow, the browser will be built for them. The AI browser becomes the base layer for agentic automation not just for consumers, but for global enterprises. In this model, the browser is no longer the gateway to the web, it's the operating system and holds all our precious data.
The next empire: Agentic Internet
Original browsers battle were about rendering speed. The second era was about cloud integration. The third was about mobile-first design. The fourth, the one unfolding right now, is about intelligence. Winners won’t simply shape how we browse. They’ll shape how we work, how we learn, how we automate, and how we interact with the global economy. The stakes are not tabs or search bars. The stakes are the future of digital itself. And still after twenty years, browsers are still one of the most exciting battleground in technology and the best is yet to come.
Giulio Ranucci
SUBSCRIBE
Read more here: https://www.linkedin.com/pulse/your-browser-next-tech-empire-giulio-ranucci-eiwcf/?trackingId=rYV2Kq0ISE2P9dPo%2Bcr%2BUg%3D%3D
For nearly two decades, the web browser has been the most stagnant piece of consumer software in tech. We upgraded from Internet Explorer to Chrome, from Safari to Firefox, but the fundamental experience never changed: open a window, type a URL, click around. A tab here, an incognito mode there. Billions of people settled into a browser inertia the quiet assumption is that the browser is a solved problem. Recently this assumption died. A new browser battle started. But unlike the 2000s, this one isn’t being fought over rendering engines, tab management, or JavaScript benchmarks.
In a time were LLMs are still struggling to define a solid business case (recent MIT report), AI tools are pushing to integrate browser experience as a necessity since now the user must visit a website or an app to use the single LLM. Three players are racing to define what the next decade of internet interaction will look like:
- Perplexity launched Comet, a browser with an AI researcher built directly into the interface.
- The Browser Company, known for the cult-favorite Arc, pivoted to Dia its vision for a fully “AI-native” browsing experience.
- OpenAI, with nearly a billion ChatGPT users, recently lunched Atlas its own AI browser, deeply integrated with its agents and multimodal models.
What’s coming isn’t search glued onto a sidebar. It’s a redefinition of what the browser is. Why this moment matters AI’s models already do what traditional browsers never could like execute code, call APIs, analyze documents, interpret and generate images and videos and take actions across the web. The moment these capabilities are bundled inside the browser itself, the browser stops being a vessel and becomes an agentic workspace a place where your assistant doesn’t just answer questions, but acts on your behalf. Imagine planning a trip without hopping across ten different websites. Your assistant can compare flights, book an hotel, optimize the itinerary and store receipts all in one flow. Or researching a vendor: it can scrape pricing pages, compare features, analyze reviews, and draft an RFP email. Not a suggestion engine. A digital analyst. If Chrome is a highway, AI-native browsers are self-driving vehicles. The Chrome Problem: built fast not built smart Chrome is still the global behemoth, a browser (73% market share) with billions of users and an ecosystem of extensions as large as some app stores. But its architecture is a liability in an intelligence-first era. Chrome was engineered as a fast, extensible shell. Everything smart is bolted on from the outside: plugins, sidebars, extensions or Google Search itself and it's still the dominante player on field.
If OpenAI, Perplexity, or The Browser Company create a browser where intelligence isn’t an accessory but the foundation, Chrome enters dangerous territory. If search, navigation, and execution all merge into one AI-native interface, Google’s grip on the value chain begins to loosen. Because why “search” when your browser can do? ChatGPT remains the gravitational centre of AI chat, but the shape of the universe is shifting, while Gemini offers reach, Perplexity offers depth, Claude (Anthropic) owns the dev crowd and DeepSeek proves lightning can strike outside Silicon Valley. None of this means OpenAI’s rumored browser will dethrone Chrome overnight. Uphill Battle: Has Google Already Won? Chrome commands roughly 3 billion users. Google is rapidly folding its Gemini models into Chrome and Search. And According to SimilarWeb, Google’s generative AI traffic share is rising not falling at OpenAI’s expense. For all its innovation, OpenAI is still the insurgent. Google built not just the browser but the ecosystem, the distribution, and the default pathways that billions take every day. The recently anounched Atlas (OpenAI’s browser) might electrify the tech world. But excitement doesn’t equal dominance. If AI is a race, Google didn’t just get a head start. Google built the stadium.
Why browsing is bigger than search At first glance, this looks like a battle over who can summarize a webpage better. But that misses the point entirely. Like Napster for music, Uber for rides or Whatsapp for texting, this is not a challenge about search it’s about user experience. We are witnessing the browser’s transformation from a passive window into an active participant a system that understands your task, predicts your next step, executes actions across apps bridging workflows between websites. For decades, the browser was the hallway that led to your digital tools. Now, the hallway is becoming the entire workspace. Browser as the new Operating System Consider the broader ecosystem, AI agents operate inside enterprise dashboards, automated finance agents reconcile invoices, HR agents fill forms in workday or SAP, customer care agents and many others. Today, these agents hack their way through the browser. Tomorrow, the browser will be built for them. The AI browser becomes the base layer for agentic automation not just for consumers, but for global enterprises. In this model, the browser is no longer the gateway to the web, it's the operating system and holds all our precious data.
The next empire: Agentic Internet
Original browsers battle were about rendering speed. The second era was about cloud integration. The third was about mobile-first design. The fourth, the one unfolding right now, is about intelligence. Winners won’t simply shape how we browse. They’ll shape how we work, how we learn, how we automate, and how we interact with the global economy. The stakes are not tabs or search bars. The stakes are the future of digital itself. And still after twenty years, browsers are still one of the most exciting battleground in technology and the best is yet to come.
Giulio Ranucci
SUBSCRIBE