Laura Chambers

Yeah, it's a moment of tremendous change.

One of the big shifts we're seeing is a really renewed interest in browsers as a category.

Perplexity just launched their Comet browser.

OpenAI just launched their Atlas browser.

And it makes sense.

The browser has been around for decades, and it's a product we use all the time, but we don't think about it very often.

And it's not surprising that AI companies are getting into this space.

The browser has incredible access into credentials, your tabs, where you're browsing, how you're spending your time.

And as you know, AI companies are very hungry for that information.

So it is sort of a moment of resurgence for the browser right now.

What we're finding is that the folks that created those apps are feeling that the interface is a little clunky right now, that you might be in a browser and then you have to go to another tab and back and forth a little bit.

And so I think that there will be a role to play for apps.

But what we're certainly seeing from OpenAI and others is that they're really interested in getting into the browser space.

But I think the browser is changing.

The browser has traditionally been a container.

You have a URL and a search bar.

You have some tabs.

and the browser renders content on the web for you.

The shift that we're expecting to see is that the browser will become more of an agent to actually do work on your behalf in that browser interface.

But with that shift becomes a big shift in power of data as well.