Despite a wave of new AI-powered browsers from companies like OpenAI, nearly all are built on Google's Chromium engine. This stifles deep innovation and competition at the web's foundational layer, creating a monoculture with an illusion of choice.

Google's strategy of integrating its AI, Gemini, directly into its widely-used Chrome browser gives it a massive distribution advantage over standalone tools like ChatGPT. By making AI a seamless part of the user's existing workflow, Google can make its tool the default choice, which marketers must optimize for.

To appeal to the "layperson" rather than tech early adopters, Comet's designers made the core browser experience familiar, like Google Chrome. This reduces cognitive load, allowing users to focus their limited learning bandwidth on the novel AI features, even if it disappoints power users expecting a radical redesign.

Existing AI tools are good at either "asking" for information (e.g., search) or "doing" a task. AI-first browsers like Comet struggle because browsing requires seamlessly blending both intents, a difficult product challenge that has not yet been effectively solved, hindering their adoption.

The Browser Company's vision shifted from optimizing tab management to seeing the browser as the ideal "personal intelligence layer." The browser itself is just the enabling technology; the real value comes from using its unique access to all user context (apps, queries, history) to power a miraculous AI assistant.

OpenAI's Atlas browser demonstrates that the next frontier for browsers isn't passive information summary but active task execution. Its ability to perform multi-step actions like creating Spotify playlists from radio sites or organizing emails into spreadsheets redefines the core value proposition beyond simple browsing.

While ChatGPT remains dominant, Google's Gemini has doubled its web traffic share in the last year as ChatGPT's has fallen. This trend mirrors the historical browser wars where an early leader like Netscape was eventually overtaken. Brands must now prioritize their visibility and strategy within the burgeoning Gemini ecosystem.

Google is leveraging Chrome's dominance to control the AI landscape. By introducing proprietary, non-standard APIs for local LLMs, they encourage web developers to build experiences optimized for Gemini, effectively creating a moat and making it harder for other AI models to compete on the web.

OpenAI's browser, Atlas, is built on Google's open-source Chromium, revealing a broader strategy. The company is systematically creating a vertically integrated ecosystem to compete with Google, Apple, Amazon, and NVIDIA, effectively using its rivals' foundational technology against them to build a new tech empire.