OpenAI is set to launch an AI-powered web browser that could challenge Google's Chrome, which currently dominates the market with over 3 billion users and more than two-thirds of the global share. If successful, OpenAI could capture a significant portion of user data, a cornerstone of Google's success.
To succeed, OpenAI must overcome strong competition. Apple's Safari holds a 16% market share, and other AI companies are also entering the browser space. For instance, Perplexity has introduced the Comet browser, while The Browser Company and Brave have launched AI browsers capable of web navigation and summarization.
OpenAI's browser aims to keep user interactions within a local chat interface similar to ChatGPT, eliminating the need to visit specific websites. This initiative is part of OpenAI's broader strategy to integrate its services into daily life. The browser may also incorporate AI agents like Operator to perform tasks on behalf of users.
OpenAI's CEO, Sam Altman, has been planning this move since late 2022 when the company launched ChatGPT, disrupting the tech industry. OpenAI's browser could potentially pressure Google's advertising revenue, as Chrome is a crucial component of Alphabet's ad business, contributing nearly three-quarters of its income.
