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Tuesday, November 4, 2025

Who’re AI browsers for?


OpenAI launched an AI-powered net browser referred to as ChatGPT Atlas this week, which makes me marvel: Is it lastly time to ditch Safari?

That information was on our minds as Max Zeff, Sean O’Kane, and I mentioned the browser panorama — together with some lesser-known options — on the newest episode of the Fairness podcast. Nevertheless it doesn’t sound like all of us will probably be making an enormous swap quickly.

For one factor, Sean famous many corporations have tried and in the end did not unseat the main browsers on account of their lack of ability to become profitable on the browser alone. After all, that’s much less more likely to be an issue for OpenAI, with its more and more huge funding rounds.

Max, in the meantime, has really tried out Atlas and different browsers that promise AI brokers will do the be just right for you, and he mentioned there’s a “slight effectivity achieve” at greatest. At different instances, you find yourself watching the agent “click on round on an internet site” — is that one thing regular customers are actually crying out for? Plus, there are vital safety dangers.

Learn a preview of our dialog beneath, edited for size and readability.

Anthony: I’m nonetheless on Safari, however so far as the search engine, which is tied to browsers, I’ve really been attempting to experiment with non-Google [options] as a result of I’m simply bored with seeing all of the genAI stuff on the prime of my search outcomes.

I feel additionally there’s this query of: If these AI browsers take off, what does that imply for the concept of the open net usually? You may nonetheless go to net pages, however I don’t suppose it might be loopy to counsel {that a} web site is simply going to change into much less and fewer essential as an increasing number of of our shopping is managed by these AI interfaces and chatbots.

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Max: I feel that this has been an enormous concept that individuals discuss loads: What does the agentic net appear to be? And I feel it’s a fascinating query. Individuals have tried to give you all these options to work towards this future that [they] really feel is coming. 

And I feel that there’s a sure side of it that jogs my memory of earlier tech waves the place it’s like, “Okay, however what’s the precise expertise? What’s the worth proposition to a client of utilizing considered one of these instruments?”

And it’s simply not tremendous compelling at the moment. I’ve tried out ChatGPT Atlas and I’ve tried out Comet and essentially the most beneficiant estimation of them is, it’s a slight effectivity achieve. It makes you barely extra environment friendly.

However more often than not that I’ve tried this stuff, you’re slowly watching it click on round on an internet site, performing some activity that I might in all probability by no means do in the actual world. I might have it, like, search for a recipe and add all the elements to Instacart. I’ve by no means accomplished that. I feel all of the tech bros at all times say that instance within the movies, and I’m like, “I don’t know if individuals are doing that that a lot.”

That is simply this large hole, within the face of the tech trade proper now [saying], “We’re constructing all these instruments for the agentic net,” however why would a standard individual use this? And I don’t know.

Sean: I’ve not used any of these [AI browsers] however that’s largely as a result of I’m nonetheless very a lot an outdated head on the subject of search and shopping usually — a number of the work that I’m doing includes on the lookout for paperwork, which simply naturally includes wanting by means of completely different discrete elements of net pages that I’m aware of, a lot of Boolean searches on Google. Perhaps I’ll attempt these someday if Google actually does up and kill Boolean search, which it appears like is coming in some unspecified time in the future, nevertheless it’s not there but. 

The factor that’s fascinating to me about these AI browsers is that we’ve seen different corporations attempt to compete within the browser house and so they at all times lose as a result of it’s simply not possible to become profitable on a browser as a product. And a few have tried to cost up entrance for it, they will sort of get by for a short time, nevertheless it’s simply in the end not sustainable within the face of competing in opposition to Safari or Chrome or Firefox, for that matter. 

What’s fascinating to me … is you lastly have these corporations that simply have infinite cash, to allow them to trip it out so long as they need, as a result of they’re not really attempting to become profitable on this stuff but. Ultimately they in all probability will, however OpenAI doesn’t have to become profitable on this factor within the subsequent 12 months or two, they will simply have it on the market and let it take form.

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