In this episode of Culture and Code, Rei and Tara explore the resurgence of the browser wars as AI companies race to control the interface between users and the digital world.
From OpenAI's Atlas to Perplexity's Comet, they dissect why browsers suddenly matter again after 30 years of relative stagnation, what makes a browser "AI-native," and whether any of these new experiences are sticky enough to change daily habits. Through their own evolving usage patterns, they examine the tension between innovation and incumbency, and what this platform shift means for businesses waiting on the sidelines.
Key Takeaways:
The New Browser Wars Are Here
- Multiple AI-first browsers launched in recent months: OpenAI's Atlas, Perplexity's Comet, Browser Company's Dia (now acquired by Atlassian)
- First major browser innovation wave since the Netscape era 25 years ago
- Browsers emerging as the critical gateway to the AI ecosystem, not just web pages
What Makes a Browser AI-Native
- Reasoning layer on top of search: ability to synthesize across thousands of sources (e.g., "find me the best hiking pants")
- Conversational interface replacing keyword search
- Personal memory banks that learn user preferences across sessions
- Integration of shopping, research, and generation in one interface
The Stickiness Problem
- Despite impressive onboarding (Comet's "space age" experience), habit formation remains elusive
- Chrome's dominance (60-70% market share) is hard to disrupt
- Google's AI mode in search brings users back by being "good enough" for generic queries
- Users still switching between tools: Perplexity for research, ChatGPT for generation, Chrome by default
Platform Implications for Business
- Businesses waiting to see where the platform shift lands before restructuring digital experiences
- Potential disruption to search advertising model (Google's primary revenue)
- OpenAI bringing commerce into chat (shop Etsy through ChatGPT window)
- The browser determines back-end and front-end infrastructure decisions
The 30-Year Paradigm Question
- Browser paradigm unchanged since the 1990s
- ChatGPT created a new interaction model - can browsers evolve beyond their current form?
- This is an experience problem, not a tech problem
- Still an "open design space" with no clear winner
-----
About the Hosts
Rei Inamoto: Creative entrepreneur and founding partner of I&CO, a global innovation firm with offices in New York, Tokyo, and Singapore.
Follow Rei here:
Rei's LinkedIn
Newsletter "The Intersection"
Tara Tan: Managing partner of Strange Ventures, an early-stage firm investing in the future of computing.
Follow Tara here:
Tara's LinkedIn
Newsletter: The Strange Review
Connect & Subscribe
Culture and Code is a podcast about the biggest shifts in tech, business, and culture—before they go mainstream. New episodes on every Tuesday.
