Exponential View

Exponential View

🟣 EV Daily: The AI browser war

Five things to know today + highlights from my conversations

Azeem Azhar
Jul 10, 2025
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Lead story: The AI browser war

The AI browser wars have started. Three launches define this new front: Dia in June, Comet from Perplexity yesterday and a rumored OpenAI browser expected in the coming weeks.

Dia was first out of the gate. You can chat with AI using the info from all your tabs. Comet builds on the same foundations. Its main addition is the ability to take actions across your tabs. In theory, Comet can interact with spreadsheets or edit Figma files. In practice, its ability to do so reliably is flawed. OpenAI’s rumored browser may go further, embedding its excellent tool-using agents for reliable actions.

The victor will win a huge prize. The company that owns the browser owns the user session, gaining access to valuable behavioral data and the ability to steer the revenue funnel. Whoever captures the front door to the web gets to watch, and eventually automate, everything we do online. Until, of course, AI-native devices hit the mainstream. [TechCrunch; YahooFinance; BensB…

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