- OpenAI’s browser agent has made a fairly accurate entry into the market. It will have a certain impact on Chrome’s 3 billion global users, signaling that the core competitiveness of browsers is shifting from “page loading performance” to “task comprehension and execution capabilities.” However, it’s likely that Chrome will soon launch its own agent model. After all, the two browsers are not on the same competitive dimension—Chrome must quickly elevate its approach to compete. Especially for research-oriented tasks, Atlas clearly holds a significant advantage. One remaining strength of the Chrome browser might be its plugin ecosystem.
- Browsers, previously serving as the gateway to the internet and an entry point for acquiring information, may now become an entry point for agents. They are evolving from interfaces for browsing information into interfaces for executing tasks. An AI browser essentially functions as a miniature operating system. In the future, agents within browsers will not only retrieve information but also complete actions like placing orders, making comparisons, conducting analyses, and creating content on web pages, acting as an operating system-level personal assistant.
- Chrome’s understanding of individual preferences is insufficient. The next generation of browsers will possess “long-term memory,” enabling them to understand and remember users’ interests and preferences, potentially offering more personalized services in the future. Previously, personalization could only be achieved at the granularity of individual websites. Truly cross-website preference-based recommendations can only be accomplished by the browser itself. The next stage of personalization will no longer be driven by individual websites but by the AI agent within the browser, integrating users’ cross-domain behaviors. Chrome’s weakness lies in its personalization understanding, which remains at the level of “browsing history” rather than ascending to the “intent level.”
- Previously, browsers had limited capabilities in cross-website collaborative operations, requiring users to toggle back and forth between sites. With browser-based agents in the future, automatic coordination of cross-website tasks can be achieved directly, shifting from “toggle-based interaction” to “parallel execution.” This will give rise to a “multi-agent collaborative system within the browser.” For example, one agent could be responsible for data collection, another for placing orders, and another for record-keeping—all seamlessly collaborating within the browser.
- A reshuffling of the browser ecosystem is imminent. As browsers become the entry point for agents, the plugin ecosystem, search engines, advertising recommendations, cloud storage, and application gateways will all be redefined. The future competition in the browser ecosystem will likely shift from “webpage compatibility” to a competition based on the “agent capability matrix”: whichever browser’s agent can understand more tasks and connect more services will dominate the new “operating system-level gateway.”
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