Why Browser Company at $610M is cheap

This was a confusing read but author's TLDR seems to be that Atlassian acquired a questionably great product team out of this which is what makes the $610M worth it, who _might_ be able to build the "next big AI idea" when it comes up and Dia is not in the interest of Atlassian? Don't suppose I agree with that.

Re: Why Browser Company at $610M is cheap

#7

Post by fruitworks » Fri, Sep 05, 2025, 2:54 PM UTC

The browser company is probably the worst buisness idea I have come across in a long time.

Who is going to pay for a closed-source reskinned chromium that only works on Apple products? The entire feature set could be replicated by a few plugins.

Re: Why Browser Company at $610M is cheap

#8

Post by jitl » Fri, Sep 05, 2025, 2:55 PM UTC

What “AI” are they getting here? It’s not like browser company is training foundation models. They’re making browser with agent harness. Atlassian already had a bunch of teams doing agent stuff.

I’m happy for folks at TBC because I think 600M is a nice premium but their only business plan seemed to be “get acquired”

Re: Why Browser Company at $610M is cheap

#9

Post by gk1 » Fri, Sep 05, 2025, 2:55 PM UTC

If the infamous Dropbox comment was a blog post in 2025.

(https://news.ycombinator.com/item?id=9224)

Re: Why Browser Company at $610M is cheap

#10

Post by kraag22 » Fri, Sep 05, 2025, 2:57 PM UTC

walterbell wrote: post #4

https://x.com/adamwathan/status/1963709979363258560 | https://nitter.poast.org/adamwathan/status/19637099793632585... > Are there any other open source apps we could fork and move the tabs to the side then sell for $610m?

I enjoy using the Arc browser, but after receiving an email from the company about being acquired - where they said “Arc and Arc Search will continue to exist; we’ll share a long-term plan soon”. To me, that sounds like they don’t have a plan and the browser will be shut down. I guess it’s time to start considering alternatives.