OpenAI unveiled its AI browser, ChatGPT Atlas, during a livestream on Tuesday. There are other AI browsers such as The Browser Company’s Dia, Opera’s Neon, Perplexity’s Comet, and General Catalyst-backed Strawberry. OpenAI’s launch is notable because of the sheer scale of reaching potentially 800 million of its weekly ChatGPT users. For the company, the browser is much more about keeping ChatGPT central than about making web browsing better.
While Atlas is currently available only on the Mac, the company is already working on bringing it to Windows, iOS, and Android — all the surfaces where ChatGPT already exists. OpenAI has also made the browser available to all users instead of opting for an invite system like its rivals. The core proposition of the browser is for you to think of ChatGPT as the first interaction surface for search and answers instead of Google.
All the AI browsers share a similar idea about search and Q&A. Instead of performing a search query, you would type something in your address bar to get answers from an AI chatbot, instead of looking at pages of links.
And OpenAI, just like other browser makers, thinks that Atlas will change the way you browse the web, as Sam Altman made clear at the launch. “We think AI represents once in a decade opportunity to rethink what a browser can be, how to use one, and how to most productively use the web. Tabs were great but there hasn’t been a lot of innovation since then,” Altman said in his opening speech.
Tech leaders, including Sundar Pichai and Satya Nadella, have talked about AI as a platform shift. However, for consumers, phones and desktop operating systems are still the primary way to get to their AI tools. OpenAI wants to own the pipes of distribution of ChatGPT as much as it can. Last week, Meta shut its doors to third-party chatbots, including ChatGPT and Perplexity on WhatsApp, which has over 3 billion monthly users. This essentially means that the platform owners could put the brakes on distribution at any point in time.
For OpenAI, Atlas will also present an opportunity to deeply integrate ChatGPT and other products better than other platforms can. Users can directly reference multiple websites instead of posting links to ChatGPT. The company already used a headless browser for its agent. With Atlas, it might have more control over the feature. It has already integrated a writing assistant hover that shows up in text fields.
What’s more, the company is working on integrating its App SDK, which lets you call other apps within ChatGPT, to improve discoverability.
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The memory feature is also key for ChatGPT’s power users. The feature takes in account the browsing history, along with your ChatGPT history, to provide answers with that context in mind. You can possibly ask, “What was the work document I had my presentation plan on?” and ChatGPT will fetch that link for you. This also means that ChatGPT gets more context about you as you spend more time in the browser. OpenAI can use this context and provide it to other apps when it starts rolling out Sign in with ChatGPT widely.
Both ChatGPT as a default option in the address bar and the memory feature are designed to give more data to OpenAI, so it has more context on you, and in turn, can serve you better products. The browser doesn’t have an ad-blocker, or VPN, a reading mode, or a translate feature to make my browsing experience better for a site. Rather, I have to ask ChatGPT to summarize content or find something on a page. As if opening a page is designed to give ChatGPT more context rather than having me consume the content on the page.
In contrast, The Browser Company’s Arc had some useful ideas around revamping browser experience, like using AI to rename downloaded files or customize a web page by letting you remove elements.
The result is more than a browser; it’s a broader canvas for ChatGPT itself. OpenAI’s CEO of applications, Fidji Simo, laid out this idea in her blog outlining the Atlas launch.
“When we first released ChatGPT, we weren’t sure how people would use it. Now that we have feedback and signals from hundreds of millions of people around the world, it’s clear ChatGPT needs to become so much more than the simple chatbot it started as. Over time, we see ChatGPT evolving to become the operating system for your life: a fully connected hub that helps you manage your day and achieve your long-term goals,” Simo said.
The big question for OpenAI is to make people, whose default browser is Chrome, Safari or Edge, switch to their own browser and get some market share out of Google, Apple, and Microsoft’s hands. OpenAI is seeing steady growth in the number of people using ChatGPT. But it is not clear if an average user would want to mix their browser and chatbot experience just yet. Chrome succeeded because it was fast, and people wanted to use Google queries as the default starting experience of the internet. ChatGPT Atlas is perfect for users who have replaced Google with ChatGPT, but to replace Chrome, OpenAI needs to make sure that billions of users fall into that habit.
