OpenAI launched the Atlas web browser in a surprise livestream with Sam Altman framing AI as a once-a-decade opportunity to rethink browsers. Altman presented the chat experience paired with a browser as a new analogue to the URL bar and search box. Atlas has been anticipated in Silicon Valley and is positioned as a direct threat to Google's Chrome by potentially drawing ChatGPT's 800 million weekly users away. Migration would erode Google's ad-targeting and ability to steer users to Google Search, a concern intensified by a recent DOJ restriction on Google's search exclusivity deals. Atlas highlights AI pressure on the search and browser model.
""We think AI represents a rare, once-a-decade opportunity to rethink what a browser can be," Altman said. "In the same way that, for the previous way people used the internet, the URL bar and the search box were a great analogue, what we're starting to see is that the chat experience and the web browser can be a quick analogue.""
""the previous way people used the internet.""
"ChatGPT draws 800 million users a week, and if those users switch to Atlas, they're most likely switching away from Chrome."
"Losing those users doesn't have an immediate dollar cost for Google (it's a free product, after all) but it limits Google's ability to target ads to those users or nudge them to Google Search - a particular sore point because, just last month, Google was barred by the US Department of Justice from making any search exclusivity deals."
Read at TechCrunch
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