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Atlassian is acquiring The Browser Company

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Re: Atlassian is acquiring The Browser Company

#251
post #233

Earlier quoted context omitted.

It was put on maintenance mode with minimal security updates to favour the development of their newer product Dia (AI browser).

Damn, I really appreciate the decision to do this in a new product. Arc is the best browser I've ever used, and I'd hate to see AI features forced upon me. Thanks Browser Company!

I mean, I guess that’s one way of looking at it. On the other hand, they did abandon the product, so you’ll have to switch anyway in time.

Re: Atlassian is acquiring The Browser Company

#252

I’m not sure whether I find it more worrisome or fascinating that we live in a world where a company that, as far as I know, has never generated a single dollar in revenue has managed to exist for over five years, employ more than 100 people, and still get acquired for this amount. This isn’t criticism or sarcasm — I’m genuinely impressed, but also very curious about the rationale behind it.

There are some businesses that are simply not viable without losing money first. SpaceX cannot generate revenue until it first employs hundreds of people for a few years (maybe a decade) where they focus on building what will eventually bring revenue. Software has those problems too.

I'm told that it can take ten years for a vineyard to start generating profit.

Re: Atlassian is acquiring The Browser Company

#253

The strategic insight behind Arc was perfect – your browser IS the Operating System, and so we should build a browser that can function as that platform. Arc had pretty good market validation with early adopters, they say that growth was flattened out but IMO that's normal for most products, and it's up to the company to find out WHY growth flattened and then solve that problem. Not kill the product and chase some en…

> The strategic insight behind Arc was perfect – your browser IS the Operating System, and so we should build a browser that can function as that platform.

Marc Andreessen said famously (or at least is paragraphed as saying) in 1994 that the "Browser is the Operating System" and people have been doing riffs on that since then.

https://www.forbes.com/sites/anthonykosner/2012/04/22/always...

https://www.theguardian.com/technology/2014/apr/09/software-...

This was also the idea behind Chromebooks:

https://en.wikipedia.org/wiki/ChromeOS

Re: Atlassian is acquiring The Browser Company

#254

I’m not sure whether I find it more worrisome or fascinating that we live in a world where a company that, as far as I know, has never generated a single dollar in revenue has managed to exist for over five years, employ more than 100 people, and still get acquired for this amount. This isn’t criticism or sarcasm — I’m genuinely impressed, but also very curious about the rationale behind it.

Atlassian has always baffled me. In that JBoss sort of way.

Explaining why they're successful and I'm not.

Re: Atlassian is acquiring The Browser Company

#255
I'm a huge fan of Arc and generally not a fan of TBCNY due to their abandonment of the browser for their AI hype machine, Dia. What's odd about this acquisition is that the move to Dia was (publicly) presented as a move toward the consumer; that consumers weren't ready for a radical reinvention of the browser interface so it made sense to revert to something more standard if you wanted to do something new with the browser.

I always saw Dia as fundamentally a move toward AI investor bux, but I did find the "Arc was too novel for large uptake" a reasonable perspective.

Atlassian, tho, has nothing for the regular every-day consumer, they make SaaS for business. So what's the deal?

My dream for Arc, from the beginning, was that it could act as a middle-man between all the various SaaS platforms we use daily at work. Imagine: your Shortcut tickets link automatically to Slack and you can one-click open the relevant Slack channel in a side-by-side view.

We do so much switching between contexts and imo the browser could be a great surface for improving our workflows.

Re: Atlassian is acquiring The Browser Company

#256

Earlier quoted context omitted.

There are some businesses that are simply not viable without losing money first. SpaceX cannot generate revenue until it first employs hundreds of people for a few years (maybe a decade) where they focus on building what will eventually bring revenue. Software has those problems too.

I can't tell you how many designers I interviewed who told me they used the Arc browser. It was at least a dozen. I'd never heard of the damned thing before. I don't know why, but it appears to be popular with some creative demographics. The browser is an essential pane of glass to platformization and taxing the web. Anyone who wins a browser with significant market share has a huge opportunity to capitalize on. Not…

Well, I was one of Arc users but they abandoned it in favor of a new browser with an integrated AI agent that t can work on tabs, Dia. Now I’m using it, but to be honest I use almost none of the AI features beyond some summaries for pages and YouTube videos, but I see a lot of potential there (I.e. make it check the calendar to propose a time in a newly composed email) for the less technical users.

Re: Atlassian is acquiring The Browser Company

#257

Earlier quoted context omitted.

I mean this with no snark: I would love to see the investor deck that explains how an AI-powered browser is going to make any multiple of $610M.

More charitably by selling the only browser that's actually usable in a few years. The AI will be used to cancel out the effect of other people's AI.

There’s Orion, Zen, plenty of minor browser projects that aspire to better experiences than the majors’. Brave is likely much more widespread than Arc, though that one is monetized via the previous trend (crypto). Never even heard of a lot of these:

https://www.youtube.com/watch?v=YrxhVA5NVQ4

Re: Atlassian is acquiring The Browser Company

#259

The strategic insight behind Arc was perfect – your browser IS the Operating System, and so we should build a browser that can function as that platform. Arc had pretty good market validation with early adopters, they say that growth was flattened out but IMO that's normal for most products, and it's up to the company to find out WHY growth flattened and then solve that problem. Not kill the product and chase some en…

> The strategic insight behind Arc was perfect – your browser IS the Operating System, and so we should build a browser that can function as that platform. Marc Andreessen said famously (or at least is paragraphed as saying) in 1994 that the "Browser is the Operating System" and people have been doing riffs on that since then. https://www.forbes.com/sites/anthonykosner/2012/04/22/always... https://www.theguardian.com…

Which is why tactics are so important. I would say no one has actually got the experience right yet, 'browser is the OS' has been true for a long time, and no one has delivered it yet.

Similar to ambient computing and augmented reality.

Re: Atlassian is acquiring The Browser Company

#260

Earlier quoted context omitted.

> let's invent a "secure enterprise browser", because there's too much interoperability on the web Enterprise browsers are an existing category, and even Google offers an enterprise version of Chrome. The idea of an enterprise browser is that all of the interoperability that has been built has been between the desktop and web servers. Most desktop browsers don't have many features that allow an organization to manage…

Enterprise Chrome is just regular Chrome with remote policy enforcement. It isn't a different browser.

Which is what Enterprises need. They don't need their own version of Chrome, they need to ability to make changes to it like force Proxy, insert MiTM certs and various other Enterprise stuff.
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