@tjrobertson52

ChatGPT. Just announced ChatGPT.

Atlas, their own browser, and the browser wars have officially begun.

So I wanna catch you up on what's happened so far, tell you why it matters so much who wins the browser wars, and then tell you what I think is gonna happen next. All the big model makers have been playing around with computer use or agentic browsers for a while now, but the first big stand alone AI. Browser was Perplexity's Comet.

First you had to pay $200 a month to use it, but just this month they released a free version, and that may or may not have sparked ChatGPT to release their browser immediately after.

If you're not familiar with these AI. Browsers or agentic browsers, it's just like a normal web browser, but then it has a side panel where you can chat with a large language model.

And most of them can now also take actions on your behalf.

So not only can it browse the internet for you, it can also take over your cursor and do actions in the browser itself.

Now, right now they're still very slow and kind of limited on what they can do well, but they are improving pretty quickly and I believe we'll get to a point where they become very useful.

In fact, as I said in another video, I think we're gonna have another ChatGPT moment once we have a fully agnostic Browser that can truly perform tasks at a human level. We're certainly not there yet, but ChatGPT's browser does look like one step forward compared to Perplexity's comment, at least from the demos.

But of course, open A.

I.

And perplexity are not the only players in this race.

So let's talk about Google and unproxied.

Google, of course, already has their own browser, Chrome, and they have recently added a free version of Gemini in the sidebar.

However, Gemini for Chrome is still very limited.

It's probably the dumbest of the largest language models inside a browser, and it can't take any actions on your behalf. Anthropic are the makers of Claude, and I truly think they have the best agent architecture.

It doesn't look like they're planning on releasing their own browser, but they do have an extension for Chrome.

However, Anthropic has really been targeting the enterprise and developer ecosystem, not so much consumers. While I think they have some of the smartest models, they're also some of the most expensive.

The way I see it though, this is really Google's game to lose. Unlike open A.

I.

And perplexity, they don't have to get people to change browsers. Chrome is already the most popular browser.

And if Anthropic somehow wins, Google still wins because Anthropic's plugin is part of Chrome now.

Google does already have a product called Gemini, which has the same agentic capabilities as comet and Atlas, so I fully expect we're gonna see Google to integrate that into Chrome in the near future.

I should point out that the agentic features in each of these products still requires a paid subscription.

I'm guessing we're still a few years away from these agentic capabilities being so cheap that they could offer them for free.

But why does it matter so much who wins the browser war?

Well, it really comes down to distribution and data.

I think everything really comes down to distribution and data at this point.

It seems that the more capable each of these models become, the more commoditized they become. Eventually, they'll all be sufficiently capable, and people will typically choose whatever model is most convenient for them, not the one that's smartest.

And the one that's most convenient is probably the one that's already inside your default browser.

And I truly believe that once these models become capable enough, anyone using their computer for work will gladly pay for a monthly subscription.

Already in chat G. B. T Atlas you can have multiple tabs open with a separate agent doing a separate task in each tab.

And of course, the other reason is that they want your data.

The data that Google currently collects from Chrome is perhaps their biggest advantage right now. All the model makers want that data to help train their models.

This is why OpenAI is currently giving you a week free of the Pro version if you set Atlas to your default Browser.

Currently it's only available for macOS, but I'm sure we'll see a Windows version soon.