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понедельник, 27 октября 2025 г.

The AI Browser Wars Begin

The race to build the next generation of browsers has officially begun.‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  ‌  
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The AI Browser Wars Begin

THE BELAMY

Weekly Newsletter of AIM

Monday, Oct 27, 2025 | By Mohit Pandey

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The race to build the next generation of browsers has officially begun. As the world moves from a search-based internet to an agent-search-based internet, browsers are morphing before our eyes. While they may still look like browsers, they are evolving into the operating systems of the future.

OpenAI has launched ChatGPT Atlas, a standalone AI browser built on Chromium. The move places it in direct competition with Google Chrome, Perplexity's Comet, Opera Neon and Microsoft's Copilot Mode on Edge.

What's funny is that OpenAI isn't asking users to give up on the Chrome experience. Instead, it's asking them to move to a smarter version of it—or, one could say, taking on Google with its own architecture, once again.

Moreover, in an ironic twist of tech fate, Google "open-sourced its own obsolescence twice". First, by releasing Chromium, and then by publishing the paper 'Attention is All You Need', a single act that birthed the transformer models that power GPT and crowned OpenAI the king of AI. And with Gemini already in play, the irony feels almost poetic.

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Weekly-Infographics-6

Mapping Atlas

ChatGPT Atlas integrates ChatGPT's intelligence directly into the browsing experience. It reads, reasons, and responds in real time, drawing context from open tabs and past activity. It remembers your past queries, drafts your emails, writes your posts, and summarises your documents, all without you ever leaving the page.

The interface looks and feels like Chrome—intentionally so. Google Chrome currently commands 68% of the browser market with 3.8 billion users. OpenAI knows that any meaningful shift will have to fit existing habits, not fight them.

But here's the thing: OpenAI isn't just competing for browsers; it is already several steps ahead. The company has acquired Software Applications Incorporated, the creators behind Sky, a natural language interface for macOS. 

The deal aims to integrate Sky's system-level AI capabilities into ChatGPT, allowing users to perform tasks directly through their computer interface. After the browser, OpenAI might be eyeing the operating system next, plans for which were already revealed earlier.

For decades, the browser has been the gateway to the internet—and for Google, the key to its advertising empire. Chrome feeds search, and search feeds ads. But now, that cycle is breaking. Google scrambled to integrate Gemini into the Chrome browser weeks before Atlas stepped into the scene. The company is defending the last big surface it still fully controls.

It seems everyone is competing in their own way, and as much as possible.

Right around the launch of Atlas, OpenAI revealed on X that Meta had updated its policies so that 1-800-ChatGPT will stop working on WhatsApp after January 15, 2026. The one major player right now without its own browser, but at the helm of the world's biggest social media networks, has found its own way to leave a mark.

"Luckily, we have an app, website and browser you can use instead to access ChatGPT," OpenAI added in a not-so-subtle flex. 

Meanwhile, Anthropic, the maker of Claude, has something cooking as well. The company has announced plans to expand its use of Google Cloud services, including deploying one million tensor processing units (TPUs), with more than a gigawatt of capacity expected to come online by 2026. 

Maybe, just maybe, Anthropic could be the next to join the AI browser race. After all, the company has already been working on several web-focused features like Claude Code, and building extensions for Chrome.

AIM Network Deep Dive >>

In this episode of Front Page, we deep-dive into the battle of the AI browsers and how Google, OpenAI, Microsoft and Perplexity are not just building browsers but the operating systems of the internet for the world.

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video_preview_ea633bd87577df3a62fcd94668038953.jpg

Comet vs Atlas: The Real Battle

"Just woke up. Did I miss anything?" That's how Aravind Srinivas, CEO of Perplexity, responded on X after Atlas was announced. In response, many users dismissed any cause for concern, arguing that Atlas was just another browser in the market.

Perplexity's Comet was already ahead of the curve. It's a free, AI-driven browser that acts like a personal assistant that can summarise web pages, manage calendars, write emails and automate workflows—everything Atlas promises.

And just like Atlas, Comet is built on Chromium and supports Chrome extensions.

Tech YouTuber Stephen Robles even put the two head-to-head and delivered his verdict: "Comet still has a bit of an edge." 

His tests revealed how far the new AI browsers have come—and how far they still need to go. Robles concluded that Atlas wins on polish, with a more refined, Mac-like interface. 

But Comet still leads in usability. As Robles put it, "Atlas looks nicer, but Comet just works better."

Microsoft Finding its Edge

Microsoft isn't sitting this one out. Just two days after Atlas launched, the company rolled out Copilot Mode in Edge, turning the browser into a full-fledged AI assistant.

Sean Lyndersay, VP of Edge, said, "Up until now, using a browser has meant doing all the work yourself—typing, clicking, tab-hopping and task-juggling. With Copilot Mode, your browser can anticipate, assist and accelerate your experience online."

Everyone, it seems, is heading in the same direction—removing the need for clicks and touches. Edge's new 'Journeys' feature, similar to Atlas, also groups your past browsing sessions by topic so you can pick up right where you left off. 

In a nostalgic move, Microsoft even brought back Clippy, reborn as Mico—a new AI companion designed to add personality and empathy to its Copilot assistant.

Clearly, Microsoft Edge already has its own edge over OpenAI. And while it may look like Microsoft is simply reacting to OpenAI, the company is actually making a bigger bet against Google. It is leveraging its own Copilot ecosystem, which already runs across Windows, Office and GitHub. 

The irony, of course, is that both OpenAI and Microsoft are competing on Chromium, which is the main reason why anything works in the first place. 

 

[Webinar Alert] AIM x Polestar Innovator Session: Are You Agent-Ready?

Join Ankit Rana, chief innovation officer at Polestar Analytics, and Siddharth Poddar, chief product officer at Polestar Analytics, as they break down what it truly means to be "agent-ready". Click here to know more.

 

[Event Alert] Global integrated risk assessment firm Moody's is set to host its invite-only event 'Moody's India Open House' on Friday, November 7, at The Ritz-Carlton in Bengaluru's Ashok Nagar. Click here to know more.

Moodys-banner-Adaption2-1
Moodys-banner-Adaption2-1

Brave's Warning

Let's end with a note of caution. As the AI browser race heats up, Brave has taken on the role of watchdog. 

Amid the flurry of announcements, the company exposed several security flaws in Perplexity's Comet, including "indirect prompt injection" attacks—malicious instructions hidden in websites that can trick AI browsers into executing unintended commands.

Brave warned that these vulnerabilities could allow hackers to use a user's own authenticated browser session to access banking or email accounts. The company urged developers to separate "agentic browsing" from normal browsing and require explicit consent for any automated action. 

It's a fair warning. As browsers get smarter, the stakes get undeniably higher. 

But the bottom line is that for all the hype, the AI browser war isn't just about who builds the fastest or smartest browser. It's about who defines the entry point to the internet itself.

In the 2000s, the browser wars were fought over speed and security. In 2025, the fight is over agency. The question now isn't which browser loads pages faster, but which one gets more done before you even touch the keyboard.


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